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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Jul/16/2018 at 1:10pm
GOOD! Now that you have your CFP, now you can prospect.

WAIT, you should probably wait until you pass the CFA to prospect!!! You will be talking to HNW clients. THEN, you will be able to prospect with your CFP and CFA!
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TheStupidInvestor View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote TheStupidInvestor Quote  Post ReplyReply Direct Link To This Post Posted: Jul/16/2018 at 2:33pm
Originally posted by missionshooter missionshooter wrote:

GOOD! Now that you have your CFP, now you can prospect.

WAIT, you should probably wait until you pass the CFA to prospect!!! You will be talking to HNW clients. THEN, you will be able to prospect with your CFP and CFA!

Last time i checked he didn't have an MBA...shouldn't he wait until he gets his MBA???
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wbcinvesting View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote wbcinvesting Quote  Post ReplyReply Direct Link To This Post Posted: Jul/16/2018 at 4:02pm
Originally posted by TheStupidInvestor TheStupidInvestor wrote:

Originally posted by missionshooter missionshooter wrote:

GOOD! Now that you have your CFP, now you can prospect.

WAIT, you should probably wait until you pass the CFA to prospect!!! You will be talking to HNW clients. THEN, you will be able to prospect with your CFP and CFA!


Last time i checked he didn't have an MBA...shouldn't he wait until he gets his MBA???


Ehhh, I’ll probably wait until I get my Doctorate. Thanks for the advice though...
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jshininfo83 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jshininfo83 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/17/2018 at 3:03am
Hello! I'm newbie!
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Patrickc84 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Patrickc84 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/25/2018 at 8:57pm
NICE!!

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