Introduction
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17803
Printed Date: Mar/27/2026 at 12:01am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Introduction
Posted By: Mrgetitdone
Subject: Introduction
Date 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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Replies:
Posted By: advisorman
Date Posted: Dec/02/2020 at 6:53am
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First!! ------------- King of sarcasm and speling |
Posted By: Hacksaw
Date Posted: Dec/02/2020 at 8:24am
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Well I know your not from around me, because then you’d be “MrgetRdun”. Welcome.
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Posted By: missionshooter
Date Posted: Dec/02/2020 at 8:34am
| In b4 you fail in March |
Posted By: Wet_Blanket
Date Posted: Dec/02/2020 at 8:53am
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How was life at the discount brokerage firm? ------------- The true 🤡 was the Biden voter all along. |
Posted By: Mrgetitdone
Date Posted: Dec/02/2020 at 10:36am
| Haha, I thought about it! |
Posted By: Mrgetitdone
Date Posted: Dec/02/2020 at 10:41am
| 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. |
Posted By: Wet_Blanket
Date Posted: Dec/02/2020 at 11:37am
Those guys were cavemen. ------------- The true 🤡 was the Biden voter all along. |
Mrgetitdone wrote:Posted By: Hacksaw
Date Posted: Dec/02/2020 at 1:13pm
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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Posted By: Mrgetitdone
Date Posted: Dec/02/2020 at 2:00pm
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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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Posted By: DPK02
Date Posted: Dec/05/2020 at 3:13pm
| 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! |
Posted By: advisorman
Date Posted: Dec/05/2020 at 4:25pm
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Start you own thread and tell us about yourself and practice ------------- King of sarcasm and speling |
Posted By: riddick11
Date Posted: Dec/30/2020 at 6:01pm
| Skip the CFP and focus on prospecting. |
Posted By: Mrgetitdone
Date Posted: Jan/12/2021 at 6:56pm
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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