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Is the grass greener after leaving Edward Jones?

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Apr 5, 2009 4:34 am

noggin

Joined: 2004-11-30Offline

[quote=B24]Noggin, I send out monthly e-mail messages to my clients (I think weekly is overkill).    [/quote]
When did they change tthat policy or are you just sending out IP??

Apr 5, 2009 8:40 am

Moraen

Joined: 2009-01-23Offline
B24 -   I'm curious as well.  Are you sending them out individually?    I send out a monthly newsletter, but I also send out a weekly update of any podcasts we've posted, blog writings or any radio shows or interviews I've had.   I also send these things to prospects.  Couldn't do that at Jones, not sure if things have changed there.
Apr 5, 2009 4:03 pm

B24

Joined: 2008-07-08Offline

Not sure what policy was in place preventing it. Depending on the content, I do get it compliance approved first. I am often surprised by what we ARE allowed to do when we just ask. Sometimes people just assume we can’t do certain things. For example, at year end I send out a lengthy client/prospect/COI letter, sort of highlighting what happened during the year, how my practice is going, etc. This past year it was compliance approved in about 2 hours. No changes.

Apr 5, 2009 5:16 pm

Moraen

Joined: 2009-01-23Offline

That’s interesting. I asked for a lot of things, but never really got anywhere on them.