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I'm Back (You're not, and you never will be again)
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BigCheese View Drop Down
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Joined: Feb/28/2012
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Points: 2791 		Post Options Post Options   Thanks (0) Thanks(0)   Quote BigCheese Quote  Post ReplyReply Direct Link To This Post Posted: Oct/30/2023 at 9:07am
Two napoleans...

I will never forget a line spewed by my next door neighbor some tweny five years ago...

"There is no such thing as winning only degrees of losing"...
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WarPig View Drop Down
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Points: 12311 		Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: Oct/30/2023 at 9:57am
Originally posted by Chief Chief wrote:

Originally posted by WarPig WarPig wrote:

Just to put things into proper context.. in the real world, where we use real names and are measured by actual success and not AH cool points, many of the mean girls work for Circles.

Thats what makes the pile on so funny to me.

That’s not taking anything away from them . They are on own journey and by all accounts are skilled, client first advisors, but numbers are numbers and we measure success in advisor world by assets, revenue, etc. not the buffoonery that goes on here.  Which is why i have zero problem asking AUM / LOS before taking anyone seriously.





Someone sounds like jarvis....

Good ideas can come from anywhere regardless of size. I know advisors with $300 million and they are shitty advisors.

The issue with Circles/etc, sure he has a huge practice, but he doesn't do what you come here for...he shares nothing other than stats to brag about..And when he gets push back instead of explaining he reverts to "you don't understand".

I am sure he has value to add, but I don't think he ever will because he never has.

We can argue about if production is the right or wrong way to define success but none of that changes the fact that's the measuring stick.

You are right, good ideas come from everywhere.  Including outside of the business but it's hard to take people seriously that approach this profession as a part-time six figure side hustle when you are trying to build a professional firm.

I get where Jarvis is coming from on that angle.  
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Oct/30/2023 at 11:02am
Originally posted by WarPig WarPig wrote:

Originally posted by Chief Chief wrote:

Originally posted by WarPig WarPig wrote:

Just to put things into proper context.. in the real world, where we use real names and are measured by actual success and not AH cool points, many of the mean girls work for Circles.

Thats what makes the pile on so funny to me.

That’s not taking anything away from them . They are on own journey and by all accounts are skilled, client first advisors, but numbers are numbers and we measure success in advisor world by assets, revenue, etc. not the buffoonery that goes on here.  Which is why i have zero problem asking AUM / LOS before taking anyone seriously.





Someone sounds like jarvis....

Good ideas can come from anywhere regardless of size. I know advisors with $300 million and they are shitty advisors.

The issue with Circles/etc, sure he has a huge practice, but he doesn't do what you come here for...he shares nothing other than stats to brag about..And when he gets push back instead of explaining he reverts to "you don't understand".

I am sure he has value to add, but I don't think he ever will because he never has.

We can argue about if production is the right or wrong way to define success but none of that changes the fact that's the measuring stick.

You are right, good ideas come from everywhere.  Including outside of the business but it's hard to take people seriously that approach this profession as a part-time six figure side hustle when you are trying to build a professional firm.

I get where Jarvis is coming from on that angle.  

This is all very fair. 

The bottom line is that until there is another metric people care about, AUM and production are the measure of success in this business. 

Like financial planning itself, a lot of this really depends on the goal. 

If the goal is to build a professional practice, then let that be your metric.

If you care about other shit in life and would rather spend five hours a week making $400 - $600k per year doing that - do that.

Good ideas come from everywhere. I'm almost positive I got one good idea from Circles. But I also got a good idea from KKBerk and even BioFreeze. 

Also, people aren't one aspect of their personality. Circles is likely more layered than he appears on here. 

That said, the "you don't understand" bullshit is tiresome. 
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PEACH_cm View Drop Down
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Joined: Jan/16/2013
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Points: 7204 		Post Options Post Options   Thanks (0) Thanks(0)   Quote PEACH_cm Quote  Post ReplyReply Direct Link To This Post Posted: Nov/01/2023 at 9:44pm
Always good to check in and see some things never change. Hope everyone except those with the need for multiple personalities is thriving. 
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jan/08/2024 at 5:32pm
.

Edited by Circles - Jan/08/2024 at 5:33pm
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newbieRIA View Drop Down
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Points: 3256 		Post Options Post Options   Thanks (0) Thanks(0)   Quote newbieRIA Quote  Post ReplyReply Direct Link To This Post Posted: Jan/08/2024 at 5:40pm
thats right

....
...
..
.
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Iamlegend View Drop Down
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Joined: Mar/09/2010
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Points: 23769 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jan/08/2024 at 6:25pm
Originally posted by Circles Circles wrote:

.


That’s the way to give us what for!
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jan/11/2024 at 12:15pm
.
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Iamlegend View Drop Down
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Points: 23769 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jan/11/2024 at 4:47pm
Originally posted by Circles Circles wrote:

.

Wow 😯 
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Circles View Drop Down
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Joined: Jan/14/2024
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Points: 6 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Circles Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2024 at 4:38pm
.
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RIArules View Drop Down
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Joined: Mar/15/2010
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Points: 49906 		Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2024 at 8:16pm
Pretty soon I’ll be singing “Now you’re just another Guest I used to know”
“We are all Antifa” - Hacksaw 9/12/2025
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jrayfinancial View Drop Down
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Points: 92 		Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2024 at 10:08am
Nice to see everyone still getting along nicely. Happy 2024 lads! Hug
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Mike Damone View Drop Down
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Points: 6544 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Mike Damone Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2024 at 3:00pm
Originally posted by jrayfinancial jrayfinancial wrote:

Nice to see everyone still getting along nicely. Happy 2024 lads! Hug

Still in the business at Merrill?
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jrayfinancial View Drop Down
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Points: 92 		Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2024 at 6:20pm
Originally posted by Mike Damone Mike Damone wrote:

Originally posted by jrayfinancial jrayfinancial wrote:

Nice to see everyone still getting along nicely. Happy 2024 lads! Hug

Still in the business at Merrill?
In the business, yes. At merrill, no. I’m going independent now. Waiting on my registration setup with the RIA as we speak.
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