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J-Ram View Drop Down
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Joined: Feb/04/2022
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    Posted: Feb/07/2022 at 11:22pm
Just found this site, so first post here. Been a CFP for a few years now (paid for while working the phones for Fido). Followed Kitces for most of that time, and too many advisor and personal finance/FIRE podcasts, behavioral finance/financial therapy, etc. Excited to finally have the green light to solicit (in three states anyway, ha)
The firm I'm with is $300-500K AUM, dual registered with a regional B/D. I'm in a cushy situation earning a paraplanner salary while my advisor income grows. I could slot in as a service advisor and do fine, except for the part where I die of boredom. Really want to build around some kind of niche or brand. Equity comp is fun and obviously lucrative, but corporate career folks are... depressing (exception would be someone looking to do something -anything- besides buying a bunch of stuff, retiring to Florida, and dying). Thinking about small business owners or even farmers. Also open to seeing what develops naturally. 

Had fun lurking through a few threads to feel out the crowd. Two things missing in my life right now is assholes and clients. Confident this forum can help with one of those. The other is up to me. 
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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: Feb/08/2022 at 11:44am
Hey J baby.  

Whats your AUM?   

You want to sell mutual funds to farmers like Ed Jones?
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freebird View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Feb/08/2022 at 11:57am
Welcome. The two biggest assholes here - Iamlegend and Damone 
Conrad on 5-16-22:
A woman is a person, of either sex (male or female)…who choses to live life in the gender role of woman.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Feb/08/2022 at 12:39pm
Originally posted by missionshooter missionshooter wrote:

Hey J baby.  

Whats your AUM?   

You want to sell mutual funds to farmers like Ed Jones?
Sounds like he/she is fresh.
Ducati's Prediction (06/24/2022):

Ducati: The economy far outweighs blue haired women screaming about abortion this election.
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Macduff View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Macduff Quote  Post ReplyReply Direct Link To This Post Posted: Feb/08/2022 at 7:23pm
Originally posted by J-Ram J-Ram wrote:

Just found this site, so first post here. Been a CFP for a few years now (paid for while working the phones for Fido). Followed Kitces for most of that time, and too many advisor and personal finance/FIRE podcasts, behavioral finance/financial therapy, etc. Excited to finally have the green light to solicit (in three states anyway, ha)
The firm I'm with is $300-500K AUM, dual registered with a regional B/D. I'm in a cushy situation earning a paraplanner salary while my advisor income grows. I could slot in as a service advisor and do fine, except for the part where I die of boredom. Really want to build around some kind of niche or brand. Equity comp is fun and obviously lucrative, but corporate career folks are... depressing (exception would be someone looking to do something -anything- besides buying a bunch of stuff, retiring to Florida, and dying). Thinking about small business owners or even farmers. Also open to seeing what develops naturally. 

Had fun lurking through a few threads to feel out the crowd. Two things missing in my life right now is assholes and clients. Confident this forum can help with one of those. The other is up to me. 

Any chance you're in Kentucky?
“I was born for the storm, and a calm does not suit me.”

― Andrew Jackson
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J-Ram View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote J-Ram Quote  Post ReplyReply Direct Link To This Post Posted: Feb/09/2022 at 12:08am
Originally posted by missionshooter missionshooter wrote:

Hey J baby.  

Whats your AUM?   

You want to sell mutual funds to farmers like Ed Jones?

Just starting, so no AUM. Lead advisor is sending a few clients my way. 

Loaded funds aren't my cup of tea. Want to focus on planning and AUM, sell insurance/annuities when needed.  
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J-Ram View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote J-Ram Quote  Post ReplyReply Direct Link To This Post Posted: Feb/09/2022 at 12:09am
There's a chance. 
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richchick View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Feb/09/2022 at 12:20pm
Originally posted by J-Ram J-Ram wrote:

Just found this site, so first post here. Been a CFP for a few years now (paid for while working the phones for Fido). Followed Kitces for most of that time, and too many advisor and personal finance/FIRE podcasts, behavioral finance/financial therapy, etc. Excited to finally have the green light to solicit (in three states anyway, ha)
The firm I'm with is $300-500K AUM, dual registered with a regional B/D. I'm in a cushy situation earning a paraplanner salary while my advisor income grows. I could slot in as a service advisor and do fine, except for the part where I die of boredom. Really want to build around some kind of niche or brand. Equity comp is fun and obviously lucrative, but corporate career folks are... depressing (exception would be someone looking to do something -anything- besides buying a bunch of stuff, retiring to Florida, and dying). Thinking about small business owners or even farmers. Also open to seeing what develops naturally. 

Had fun lurking through a few threads to feel out the crowd. Two things missing in my life right now is assholes and clients. Confident this forum can help with one of those. The other is up to me. 

I like this J-Ram, coming in calling you guys assholes (surely doesn’t mean me) , not wanting to die of boredom, down on Florida. We could be friends J-Ram. Welcome. 
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luvindy View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Feb/09/2022 at 12:43pm
Originally posted by J-Ram J-Ram wrote:

Just found this site, so first post here. Been a CFP for a few years now (paid for while working the phones for Fido). Followed Kitces for most of that time, and too many advisor and personal finance/FIRE podcasts, behavioral finance/financial therapy, etc. Excited to finally have the green light to solicit (in three states anyway, ha)
The firm I'm with is $300-500K AUM, dual registered with a regional B/D. I'm in a cushy situation earning a paraplanner salary while my advisor income grows. I could slot in as a service advisor and do fine, except for the part where I die of boredom. Really want to build around some kind of niche or brand. Equity comp is fun and obviously lucrative, but corporate career folks are... depressing (exception would be someone looking to do something -anything- besides buying a bunch of stuff, retiring to Florida, and dying). Thinking about small business owners or even farmers. Also open to seeing what develops naturally. 

Had fun lurking through a few threads to feel out the crowd. Two things missing in my life right now is assholes and clients. Confident this forum can help with one of those. The other is up to me. 

I hadn't read this, got bored.

Fuck you. 


LOL
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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