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Mrgetitdone View Drop Down
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    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. 
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advisorman View Drop Down
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Points: 4305 		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
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Hacksaw View Drop Down
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Points: 35113 		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. 
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missionshooter View Drop Down
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Points: 6334 		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
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Wet_Blanket View Drop Down
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Team America (not iMo)

Joined: Mar/10/2010
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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: Dec/02/2020 at 8:53am
How was life at the discount brokerage firm?
The true 🤡 was the Biden voter all along.
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Mrgetitdone View Drop Down
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Haha, I thought about it! 
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Mrgetitdone View Drop Down
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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. 
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Wet_Blanket View Drop Down
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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: 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.
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Hacksaw View Drop Down
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Points: 35113 		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.
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Mrgetitdone View Drop Down
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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.
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DPK02 View Drop Down
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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
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advisorman View Drop Down
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Points: 4305 		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
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riddick11 View Drop Down
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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.
 
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Mrgetitdone View Drop Down
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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?
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