Hello
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=19162
Printed Date: Mar/26/2026 at 9:24pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Hello
Posted By: J-Ram
Subject: Hello
Date 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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Replies:
Posted By: missionshooter
Date Posted: Feb/08/2022 at 11:44am
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Hey J baby.
Whats your AUM?
You want to sell mutual funds to farmers like Ed Jones?
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Posted By: freebird
Date Posted: Feb/08/2022 at 11:57am
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Welcome. The two biggest assholes here - Iamlegend and Damone
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Posted By: Wet_Blanket
Date Posted: Feb/08/2022 at 12:39pm
 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.
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The true 🤡 was the Biden voter all along.
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Posted By: Macduff
Date Posted: Feb/08/2022 at 7:23pm
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.
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Any chance you're in Kentucky?
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“I was born for the storm, and a calm does not suit me.”
― Andrew Jackson
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Posted By: J-Ram
Date Posted: Feb/09/2022 at 12:08am
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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Posted By: J-Ram
Date Posted: Feb/09/2022 at 12:09am
Posted By: richchick
Date Posted: Feb/09/2022 at 12:20pm
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.
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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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Posted By: luvindy
Date Posted: Feb/09/2022 at 12:43pm
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.
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I hadn't read this, got bored.
Fuck you.
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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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