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New year, new me

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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 5:21pm
Originally posted by Laplayaplanning Laplayaplanning wrote:

Thanks all for the warm welcome! LOL After being in and around the industry these past few years I’ve seen so many fail - yes even CFPs so I’m not phased by those odds. To me it’s just the knowledge and credibility I owe to my prospective clients while I don’t have the 30 years of experience some people look for.  It also isn’t an “either or” scenario. I have one class left for my bachelors and will likely not start the next steps until 2025, but in the meantime, I’m spending my days meeting with my target markets and cold calling from my senior advisors essentially orphaned clients. I am a mom with a preteen and stepkids in their teens *surprise surprise* and yes previously, I worked in sales for an auto dealership, so there’s really nothing thats going to hurt my feelings 😝A lot of advisors in our firm are new to sales and new to the industry, so I’m looking for a more seasoned crowd to chat with now and then.

In first after this.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 5:26pm
Originally posted by Laplayaplanning Laplayaplanning wrote:

Thanks all for the warm welcome! LOL After being in and around the industry these past few years I’ve seen so many fail - yes even CFPs so I’m not phased by those odds. To me it’s just the knowledge and credibility I owe to my prospective clients while I don’t have the 30 years of experience some people look for.  It also isn’t an “either or” scenario. I have one class left for my bachelors and will likely not start the next steps until 2025, but in the meantime, I’m spending my days meeting with my target markets and cold calling from my senior advisors essentially orphaned clients. I am a mom with a preteen and stepkids in their teens *surprise surprise* and yes previously, I worked in sales for an auto dealership, so there’s really nothing thats going to hurt my feelings 😝A lot of advisors in our firm are new to sales and new to the industry, so I’m looking for a more seasoned crowd to chat with now and then.

Richchick hates this post 1 minute(s) ago.
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DucatiSportGT View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 5:29pm
FYI. CFP = Can't Fucking Produce.

Designations mean nothing. Just so we're all clear, I'm a CFP. 


Edited by DucatiSportGT - Jan/14/2023 at 5:47pm
Bring back Helado!
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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: Jan/14/2023 at 5:50pm
Originally posted by Laplayaplanning Laplayaplanning wrote:

Thanks all for the warm welcome! LOL After being in and around the industry these past few years I’ve seen so many fail - yes even CFPs so I’m not phased by those odds. To me it’s just the knowledge and credibility I owe to my prospective clients while I don’t have the 30 years of experience some people look for.  It also isn’t an “either or” scenario. I have one class left for my bachelors and will likely not start the next steps until 2025, but in the meantime, I’m spending my days meeting with my target markets and cold calling from my senior advisors essentially orphaned clients. I am a mom with a preteen and stepkids in their teens *surprise surprise* and yes previously, I worked in sales for an auto dealership, so there’s really nothing thats going to hurt my feelings 😝A lot of advisors in our firm are new to sales and new to the industry, so I’m looking for a more seasoned crowd to chat with now and then.

Welcome Milf!!  Hug
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 5:54pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

FYI. CFP = Can't Fucking Produce.

Designations mean nothing. Just so we're all clear, I'm a CFP. 
Hah! Never heard that one before. 
The true 🤡 was the Biden voter all along.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 6:14pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

FYI. CFP = Can't Fucking Produce.

Designations mean nothing. Just so we're all clear, I'm a CFP. 
Hah! Never heard that one before. 

That saying has been around at least 15 years.

Tom Pick used to say it all the time.
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DucatiSportGT View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 6:23pm
Originally posted by helado helado wrote:

Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

FYI. CFP = Can't Fucking Produce.

Designations mean nothing. Just so we're all clear, I'm a CFP. 
Hah! Never heard that one before. 

That saying has been around at least 15 years.

Tom Pick used to say it all the time.

I heard it here first. 
Bring back Helado!
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freebird View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 6:32pm
I’m confused if you’re at jones or not 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 6:42pm
Originally posted by freebird freebird wrote:

I’m confused if you’re at jones or not 

I'm confused if she's a milf or not. 
Bring back Helado!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 7:16pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by freebird freebird wrote:

I’m confused if you’re at jones or not 

I'm confused if she's a milf or not. 
She's in sales.
The true 🤡 was the Biden voter all along.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote spudpotato Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 7:38pm
I’m just here to say welcome to a woman!! And a mom! 

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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 7:52pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by freebird freebird wrote:

I’m confused if you’re at jones or not 

I'm confused if she's a milf or not. 
She's in sales.

There are some cows in sales. 
Bring back Helado!
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richchick View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 7:54pm
Originally posted by spudpotato spudpotato wrote:

I’m just here to say welcome to a woman!! And a mom! 


Yes me too! Welcome! 
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richchick View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Jan/14/2023 at 7:55pm
Originally posted by helado helado wrote:

Originally posted by Laplayaplanning Laplayaplanning wrote:

Thanks all for the warm welcome! LOL After being in and around the industry these past few years I’ve seen so many fail - yes even CFPs so I’m not phased by those odds. To me it’s just the knowledge and credibility I owe to my prospective clients while I don’t have the 30 years of experience some people look for.  It also isn’t an “either or” scenario. I have one class left for my bachelors and will likely not start the next steps until 2025, but in the meantime, I’m spending my days meeting with my target markets and cold calling from my senior advisors essentially orphaned clients. I am a mom with a preteen and stepkids in their teens *surprise surprise* and yes previously, I worked in sales for an auto dealership, so there’s really nothing thats going to hurt my feelings 😝A lot of advisors in our firm are new to sales and new to the industry, so I’m looking for a more seasoned crowd to chat with now and then.

Richchick hates this post 1 minute(s) ago.

Only if Luv starts flirting with her. 
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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: Jan/21/2023 at 12:34pm
Where did you go hun? 

Come back!
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