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advisor98 View Drop Down
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Joined: Aug/23/2011
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Points: 3 		Post Options Post Options   Thanks (0) Thanks(0)   Quote advisor98 Quote  Post ReplyReply Direct Link To This Post Topic: Newbie
    Posted: Aug/25/2011 at 10:43am
13 years in the industry and have about everything.  I have my 7,63,65,24 Life and Health, and CFP.  Look to focus all my energies to building my practice.
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B24 View Drop Down
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Joined: Mar/09/2010
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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: Aug/25/2011 at 11:14am
Are you currently in practice, or are you jsut starting build a book? You said 13 years, but then said you are focusing on building your practice. Just curious how far along you are.
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Sportsfreak View Drop Down
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Wise Old Perv and CTO of AH

Joined: Mar/09/2010
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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Aug/25/2011 at 2:18pm
Welcome 98
If you eat an entire cake without cutting it, then technically, you only had one piece
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advisor98 View Drop Down
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Joined: Aug/23/2011
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Points: 3 		Post Options Post Options   Thanks (0) Thanks(0)   Quote advisor98 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/25/2011 at 2:58pm
Work for a small firm and have been doing primarily compliance, but moving to production.
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Wet_Blanket View Drop Down
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Team America (not iMo)

Joined: Mar/10/2010
Location: New England
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Aug/25/2011 at 3:11pm
Originally posted by advisor98 advisor98 wrote:

Work for a small firm and have been doing primarily compliance, but moving to production.
Woo-hoo!  What sort of compliance?  If you weren't leaving the compliance field, I would have gotten into a cat fight with you.
The true 🤡 was the Biden voter all along.
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noggin View Drop Down
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Joined: Mar/11/2010
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Points: 2477 		Post Options Post Options   Thanks (0) Thanks(0)   Quote noggin Quote  Post ReplyReply Direct Link To This Post Posted: Aug/25/2011 at 3:31pm
Moving from compliance to production.....wow.....almost always the other way around....
What keeps us captive are our own fears.- Moraen
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advisor98 View Drop Down
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Joined: Aug/23/2011
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Points: 3 		Post Options Post Options   Thanks (0) Thanks(0)   Quote advisor98 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/25/2011 at 4:19pm
With a small firm, basically everything.  From creating the WSPs, to Firm CE, to Office Audits, and all that fun stuff.
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