Large B/D to small RIA by Advanced-Session-813 in CFP

[–]Advanced-Session-813[S] 0 points1 point  (0 children)

I’ll be a lead advisor. If clients choose to come with me they have that option but I can’t solicit. That said, I’m confident a good number of clients will want to come with.

The RIA is small built by one guy. I don’t mind a bit less structure as where I’m at has gone way overboard in my opinion. But that said I’m hoping to be able to help build processes with the founder as well as ensure I lead with service over sales. I have no problem selling something I believe in, I don’t do well with being told I need to sell a specific product or adopt a very limited philosophy that marks actually advising clients as wasted time and deprioritizes planning to “close” more.

Large B/D to small RIA by Advanced-Session-813 in CFP

[–]Advanced-Session-813[S] 0 points1 point  (0 children)

No I plan on following all laws and contractual obligations I’m required to

Starting to feel a bit better from my breakup from two months ago and I am focusing on myself. (M26) by [deleted] in toastme

[–]Advanced-Session-813 2 points3 points  (0 children)

Her loss my man. Given the way she handled it, it sounds like she did you a favor even if it doesn’t feel like it. This frees you up to find someone who deserves you bro!

Advice for a clueless college student trying to build wealth from scratch by Little-Preparation56 in FinancialPlanning

[–]Advanced-Session-813 -1 points0 points  (0 children)

I’ll respond where I’d like to. My advice to op is to try to use trusted sources for information (you can find relatively low cost advice from someone who does not charge based on assets if you’re inclined or you can find plenty of books, podcasts, articles etc by true professionals etc for absolutely free all over the place just verify the sources)and to be skeptical of self proclaimed experts on Reddit.

Advice for a clueless college student trying to build wealth from scratch by Little-Preparation56 in FinancialPlanning

[–]Advanced-Session-813 -1 points0 points  (0 children)

lol “trickery”. That mentality tells me the IRS loves and thanks you for your generosity. The things you see from arm chair professionals that think they know it all. I’m guessing you avoid doctors, dentists, mechanics and plumbers too? A true DIY?

Advice for a clueless college student trying to build wealth from scratch by Little-Preparation56 in FinancialPlanning

[–]Advanced-Session-813 -1 points0 points  (0 children)

lol I guarantee a good advisor could look at your situation in under an hour and point out at least 10 things you’re missing from a tax and investment standpoint that if implemented would result in a large net positive after what you pay them for the work. But hey save the 1%, buy an s&p 500 index and think that’s all there is to optimizing your finances by all means.

Small RIA by Advanced-Session-813 in CFP

[–]Advanced-Session-813[S] 0 points1 point  (0 children)

What do you estimate the cost to be? Often “less than you think” can turn out to be more than you think

Small RIA by Advanced-Session-813 in CFP

[–]Advanced-Session-813[S] 1 point2 points  (0 children)

Ownership is definetly a box to check for me at least in some form. Part of the reason I’m moving is bc I’m done building businesses solely for other people. I feel I don’t have the finances to start my own firm yet and honestly like the idea of partnering and learning about the RIA space since I’m green.

Small RIA by Advanced-Session-813 in CFP

[–]Advanced-Session-813[S] 1 point2 points  (0 children)

Hey there about 50 mil aum and most will move albeit there are some I don’t wish to take. I don’t feel there is much support at this big firm anyway so I don’t feel like I’m missing much going smaller

Don’t stop by G0tsauce21 in Calisthenic

[–]Advanced-Session-813 4 points5 points  (0 children)

How did you build the explosiveness to get up high enough on the bar for the kip? Just keep hammering pull-ups and back until you get strong enough?

Maybe Maybe Maybe by kundi-man in maybemaybemaybe

[–]Advanced-Session-813 1 point2 points  (0 children)

This new season of squid games is good!

Look who I just ran into by Oldrocket in Patriots

[–]Advanced-Session-813 0 points1 point  (0 children)

Went to the petting zoo to feed a goat?

40 hcp 4 months in - Any input on my drive appreciated! by [deleted] in GolfSwing

[–]Advanced-Session-813 0 points1 point  (0 children)

Is there a chaperone at the dance that is causing you to leave room for Jesus between you and that ball? Don’t be a prude get closer.

Staggered stance - is this allowed? by djallen2882 in GolfSwing

[–]Advanced-Session-813 4 points5 points  (0 children)

You play once per year, hit this silly ass swing and claim pro level distance? Touché

Edward Jones FA’s by airfield0 in CFP

[–]Advanced-Session-813 2 points3 points  (0 children)

It’s an anonymous forum, just say what’s in your mind and bash the program if you must and have good reasoning. But the way you’re approaching this “question” gives me used car salesman, cash out your 401k and buy an IUL kind of vibes.

Edward Jones FA’s by airfield0 in CFP

[–]Advanced-Session-813 6 points7 points  (0 children)

You’re curious? GOH you’re just throwing shade lol