#success

Posts mentioning hashtag #success

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Thoughts on a "one book office."

With the push for FAs to share office space, there are FA teams merging to combine AUM into one-book partnerships. All of the "book" will be evenly divided among each FA.

What will the success rate be of these partnerships?

Does EJ have all of the partnership arrangements worked out (legalities) or have these situations been patched together (which is a possibility because management is discombobulated, to say the least)?

I've heard of one branch that has 4 "partners."
2 veteran FAs, an AFA and a brand new college graduate that hasn't passed testing yet (already considered a partner and included in talks).

Curious what the success rate of a set up like this might be? Family members sharing a book sounds like it could be successful, but with 4 distinct unrelated individuals (friends) sharing a book......I am skeptical on the success rate.

Curious what your opinions are on this new EJ drive to "share one book" equally among FAs."

Would enjoy hearing your thoughts on this matter.


Hopeful

I just got of a call with someone who used to be a financial advisor with Jones. She is now at Principal and referred me to another advisor with Principal, who also left Jones.

She said they got the heck out of there (EJ) and mentioned the culture is totally different (much better).

She also mentioned how much more successful they have been since leaving.

Maybe there is hope and a fresh start for us that have been laid off!


VH vision is paying off at Oxy

There is no doubt that VH and her leadership team are doing a terrific job at Oxy. She is focused on her goal of making Oxy a great company. Her almost one decade of experience as the CEO has made Oxy a well respected and recognized name in the oil and gas industry. The 3Q results is something to be proud of. Her hard work is finally paying off. She is also working hard to pay down Oxy’s debt. Oxy is a leader in innovation and Carbon Capture. I am very proud to work for Oxy.


Chairman's Award Successes?

The CA has long been a joke as almost every project that won the award eventually turned out to be a terrible investment or otherwise bad decision. CA seems to be the kiss of death. A lot of people have old CA plaques hiding in their desk drawers. Can anyone think of a CA effort that was well deserved and added value?


Mustang GT3 — Two Wins in Five Months, Still Something to Smile About 🏁

Yeah, Ford’s had its share of rough patches — nobody’s pretending otherwise. EV delays, reorganizations, the usual noise. But every once in a while something cuts through all that and reminds you why this place still matters.

Back in May, the Mustang GT3 owned the streets of Detroit, taking GTD-PRO victory on home turf:
👉 https://www.imsa.com/news/2025/05/31/ford-mustang-gt3-finds-gtd-pro-victory-lane-in-detroit/

Five months later, it crossed the Atlantic and made history at the Nürburgring with an overall win — one of the toughest tracks on earth:
👉 https://fordauthority.com/2025/10/ford-mustang-gt3-writes-history-with-hard-fought-nurburgring-win/

Two continents. Two legit wins. That’s what composure under pressure looks like. Feels good to see a Ford doing what it was built to do — win. 🔥🏆