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Mrgetitdone
Rookie Joined: Dec/02/2020 Status: Offline Points: 18 |
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Posted: Dec/02/2020 at 12:52am |
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Hello everyone!! I’ve recently joined a small financial planning firm and in the process of building my own book of business. I transitioned from a discount brokerage firm that I spent 6 years with to focus more on holistic financial planning matters instead of just investment management.
As crazy as it may sound, I’m also plan to take the CFP exam in March. All hours and education already accounted for. 2020 has made studying and building business even more difficult but I have to get it done. Looking forward to continuing to learn.
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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First!!
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King of sarcasm and speling
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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31482 |
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Well I know your not from around me, because then you’d be “MrgetRdun”.
Welcome.
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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In b4 you fail in March
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Wet_Blanket
Admin Group Team America (not iMo) Joined: Mar/10/2010 Location: New England Status: Online Points: 43647 |
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How was life at the discount brokerage firm?
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The true 🤡 was the Biden voter all along.
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Mrgetitdone
Rookie Joined: Dec/02/2020 Status: Offline Points: 18 |
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Haha, I thought about it!
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Mrgetitdone
Rookie Joined: Dec/02/2020 Status: Offline Points: 18 |
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Life at the discount brokerage was great at first until I realized that it was just going to be a constant war of promo shopping. I’d rather work with individuals in a wider capacity and not worry about comp changes every quarter.
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Wet_Blanket
Admin Group Team America (not iMo) Joined: Mar/10/2010 Location: New England Status: Online Points: 43647 |
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Those guys were cavemen.
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The true 🤡 was the Biden voter all along.
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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31482 |
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If I could have been in my 20s, single and worked in Scottsdale for Vanguard, I would have owned the fucking world.
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Mrgetitdone
Rookie Joined: Dec/02/2020 Status: Offline Points: 18 |
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Yea, I quickly learned that I am more relationship driven than transactional. TD is TD! They received their money from self-directed traders and thats why they are now purchased by Schwab.
Hacksaw I'm with you on that one!! You would have never wanted to leave that place.
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DPK02
Rookie Joined: Dec/05/2020 Status: Offline Points: 1 |
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First post! I am in my 50s, single, and will need some advice on here from time to time. I hope I will be able to post in other topics soon!
Edited by DPK02 - Dec/05/2020 at 3:14pm |
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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Start you own thread and tell us about yourself and practice
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King of sarcasm and speling
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riddick11
Rookie Joined: Sep/24/2018 Status: Online Points: 14 |
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Skip the CFP and focus on prospecting.
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Mrgetitdone
Rookie Joined: Dec/02/2020 Status: Offline Points: 18 |
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I certainly plan on doing this and have skipped the previous two testing dates from 2020. Right now I’m trying to find a consistent prospecting method to focus on and build enough clientele for the moment. I have a list from listshack and utilize LinkedIn which is now seeming to be crowded with many other advisors messaging(feedback from connections). Any one having luck with listshack cold calling these days?
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