Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - Introduction
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

Introduction

 Post Reply Post Reply
Author
Message
Mrgetitdone View Drop Down
Rookie
Rookie


Joined: Dec/02/2020
Status: Offline
Points: 18
Post Options Post Options   Thanks (0) Thanks(0)   Quote Mrgetitdone Quote  Post ReplyReply Direct Link To This Post Topic: Introduction
    Posted: Dec/02/2020 at 12:52am
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. 
Back to Top
advisorman View Drop Down
Senior Member
Senior Member
Avatar

Joined: Oct/22/2011
Location: Behind you
Status: Offline
Points: 4246
Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 6:53am
First!!
King of sarcasm and speling
Back to Top
Hacksaw View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/27/2010
Status: Offline
Points: 31484
Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 8:24am
Well I know your not from around me, because then you’d be “MrgetRdun”.

Welcome. 
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Offline
Points: 6136
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 8:34am
In b4 you fail in March
Back to Top
Wet_Blanket View Drop Down
Admin Group
Admin Group
Avatar
Team America (not iMo)

Joined: Mar/10/2010
Location: New England
Status: Online
Points: 43649
Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 8:53am
How was life at the discount brokerage firm?
The true 🤡 was the Biden voter all along.
Back to Top
Mrgetitdone View Drop Down
Rookie
Rookie


Joined: Dec/02/2020
Status: Offline
Points: 18
Post Options Post Options   Thanks (0) Thanks(0)   Quote Mrgetitdone Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 10:36am
Haha, I thought about it! 
Back to Top
Mrgetitdone View Drop Down
Rookie
Rookie


Joined: Dec/02/2020
Status: Offline
Points: 18
Post Options Post Options   Thanks (0) Thanks(0)   Quote Mrgetitdone Quote  Post ReplyReply Direct Link To This Post 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. 
Back to Top
Wet_Blanket View Drop Down
Admin Group
Admin Group
Avatar
Team America (not iMo)

Joined: Mar/10/2010
Location: New England
Status: Online
Points: 43649
Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 11:37am
Originally posted by Mrgetitdone Mrgetitdone wrote:

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. 
I once attended an industry dinner/presentation with a lot of TD "brokers" in attendance.

Those guys were cavemen.
The true 🤡 was the Biden voter all along.
Back to Top
Hacksaw View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/27/2010
Status: Offline
Points: 31484
Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 1:13pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by Mrgetitdone Mrgetitdone wrote:

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. 
I once attended an industry dinner/presentation with a lot of TD "brokers" in attendance.

Those guys were cavemen.

If I could have been in my 20s, single and worked in Scottsdale for Vanguard, I would have owned the fucking world.
Back to Top
Mrgetitdone View Drop Down
Rookie
Rookie


Joined: Dec/02/2020
Status: Offline
Points: 18
Post Options Post Options   Thanks (0) Thanks(0)   Quote Mrgetitdone Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2020 at 2:00pm
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.
Back to Top
DPK02 View Drop Down
Rookie
Rookie


Joined: Dec/05/2020
Status: Offline
Points: 1
Post Options Post Options   Thanks (0) Thanks(0)   Quote DPK02 Quote  Post ReplyReply Direct Link To This Post 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!

Edited by DPK02 - Dec/05/2020 at 3:14pm
Back to Top
advisorman View Drop Down
Senior Member
Senior Member
Avatar

Joined: Oct/22/2011
Location: Behind you
Status: Offline
Points: 4246
Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Dec/05/2020 at 4:25pm
Start you own thread and tell us about yourself and practice
King of sarcasm and speling
Back to Top
riddick11 View Drop Down
Rookie
Rookie


Joined: Sep/24/2018
Status: Offline
Points: 14
Post Options Post Options   Thanks (0) Thanks(0)   Quote riddick11 Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2020 at 6:01pm
Skip the CFP and focus on prospecting.
 
Back to Top
Mrgetitdone View Drop Down
Rookie
Rookie


Joined: Dec/02/2020
Status: Offline
Points: 18
Post Options Post Options   Thanks (0) Thanks(0)   Quote Mrgetitdone Quote  Post ReplyReply Direct Link To This Post Posted: Jan/12/2021 at 6:56pm
Originally posted by riddick11 riddick11 wrote:

Skip the CFP and focus on prospecting.
 

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?
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.090 seconds.