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cfp83 View Drop Down
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Joined: Feb/06/2014
Location: canton ohio
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    Posted: Feb/06/2014 at 8:28pm
I am in my 10th year in the industry and own an independent financial-planning firm in Ohio.

I started in the industry while i was still in college through an internship, and after working for a "national name-brand" financial services company for 6 years I put down the "kool-aid" and went independent by starting my own firm. Toughest decision of my life at the time.....in hindsight best decision I've ever made.

I have been very active on another online forum of advisors for about 5 years....I just happened to find this one tonight.

I look forward to reading and contributing.  



Edited by cfp83 - Feb/06/2014 at 8:29pm
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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: Feb/06/2014 at 8:49pm
What firm were you with?
What board are you from?

This site is essentially a spinoff of the old registered rep forum but has grown to be far more active than that forum ever was with even more info as time goes on.

Welcome!
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Iamlegend View Drop Down
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Joined: Mar/09/2010
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Points: 23770 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 9:02pm
He was obviously with EJ since he mentioned Kool-AidLOL
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ca$h_money View Drop Down
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How did you build your business and gain clients?
Success is 100% guaranteed if you simply never quit prospecting.
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cfp83 View Drop Down
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Joined: Feb/06/2014
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Points: 66 		Post Options Post Options   Thanks (0) Thanks(0)   Quote cfp83 Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 10:13pm
Not Edward Jones.....think Mutual life insurance company.

I was lucky to be a part of regional office that housed 3 advisors that each had around 250mill of AUM. These guys were not doing any VA's either.  This created a culture of real planning where I learned a ton in my six years.  I venture to say I would not be where I am today if I would have been housed in any other office in the country with this company. Ultimately, this office became a prototype of what the company is trying to change into today.
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cfp83 View Drop Down
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Joined: Feb/06/2014
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Points: 66 		Post Options Post Options   Thanks (0) Thanks(0)   Quote cfp83 Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 10:14pm
Originally posted by ca$h_money ca$h_money wrote:

How did you build your business and gain clients?

There was no non-compete.  Can you believe that?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 10:30pm
Were you really the 83rd CFP?
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B24 View Drop Down
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Points: 28776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 10:52pm
He was born in 83
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cfp83 View Drop Down
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Joined: Feb/06/2014
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Points: 66 		Post Options Post Options   Thanks (0) Thanks(0)   Quote cfp83 Quote  Post ReplyReply Direct Link To This Post Posted: Feb/06/2014 at 11:09pm
Originally posted by B24 B24 wrote:

He was born in 83

Lmao! 83rd CFP, clever.

Wasn't born in 83 either...its a sports number.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Feb/07/2014 at 12:19am
What position did you play in synchronized swimming?  
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