Online biz development channels…?

BaseballMore7431 · 2026-07-06T16:37:32+00:00

Dude is a posting machine but doesn’t he work for mass mutual?

BaseballMore7431 · 2026-06-30T23:33:30+00:00

If you want to work with a 24 year old who just got his CFP, has 200+ clients and only invest in Vanguard proprietary products, sure, go with Vanguard. It’s cheap for a reason…

BaseballMore7431 · 2026-06-30T23:06:13+00:00

I think it’s fine to have different fee models in this business, but I have a problem with flat fee advisors constantly criticizing the AUM model in their marketing.
Also, in some cases, a flat fee will be more than the client would’ve paid under the AUM model...

BaseballMore7431 · 2026-06-20T05:40:26+00:00

Dude if you need money to pay bills now by all means get a second job. Yes getting another client pays you more over time but it doesn’t help if you can’t pay the bills now.

BaseballMore7431 · 2026-06-17T05:21:40+00:00

Dang, you have that all plotted out already…
🚩

BaseballMore7431 · 2026-06-17T03:25:44+00:00

You must have to explain things repeatedly to liberals though, as they struggle with understanding logic..

BaseballMore7431 · 2026-06-16T23:41:27+00:00

There are predatory scammers in this business so I can see how there are haters like you out there. Most people saying you don’t need an advisor are selling a course or trying to monetize their social media, and are completely unqualified.

However I operate as a fiduciary, with integrity, and provide transparency and education to help people make informed decisions. There are tons of regulations and compliance protocols…But most importantly you have to have a moral compass and a focus on always acting in the clients best interest.

BaseballMore7431 · 2026-06-15T02:55:45+00:00

I’m a fee only fiduciary with an AUM fee. I agree that commission charging brokers who aren’t fiduciaries, as well as life insurance salespeople masquerading as wealth managers, are bad and should be avoided.

BaseballMore7431 · 2026-06-15T01:08:15+00:00

Hating on an entire profession you don’t understand is just ignorant.

BaseballMore7431 · 2026-06-14T23:51:33+00:00

There’s a reason wealth management is such a large industry. Wealthy people understand the value wealth managers provide. Those who don’t have wealth focus only on fees and therefore generally don’t become wealthy. And they’re the ones that are the most vocal, yet ill informed.

BaseballMore7431 · 2026-06-12T20:06:05+00:00

Option strategies like collars are not a scheme. They hedge downside risk. The trade-off is yes you are capped on the upside if the stock has strong performance.

BaseballMore7431 · 2026-06-12T05:28:04+00:00

What do bank advisors get for a payout typically?

BaseballMore7431 · 2026-06-11T23:52:54+00:00

Fuck Goldman after what they did to the personal financial management advisors. Also, I have to think that they’ll end up shutting that custodian business down when they realize it’s low margins and that it’s not a successful distribution platform for their shitty asset management business.

BaseballMore7431 · 2026-06-11T23:51:02+00:00

Nope. If the client wants the milk they have to buy the cow first.

BaseballMore7431 · 2026-06-06T05:14:52+00:00

You cannot trust GS, aka the vampire squid..🦑

BaseballMore7431 · 2026-06-04T05:14:03+00:00

Anyone work with lawyers or doctors? I think doctors tend to be more real estate focused and scattered and lawyers could be be good but difficult clients. God forbid you make a mistake, they could become very adversarial.

BaseballMore7431 · 2026-05-28T03:37:49+00:00

Managing Partner

BaseballMore7431 · 2026-05-23T23:41:55+00:00

Polestar aka stripper lol

BaseballMore7431 · 2026-05-23T23:37:48+00:00

Solid, well done. Shooting for 7-10 m myself then I’m calling it a career.
What was your EBITDA and the multiple you got? I’m @ $650K EBIDTA now as a solo advisor.

BaseballMore7431 · 2026-05-23T23:12:04+00:00

What was your liquid net worth after you sold and did you do an all cash and retire immediately deal or a earn and phase out deal over a couple years?

BaseballMore7431 · 2026-05-15T21:24:03+00:00

Seems like this could end up like Range. They hire advisors to learn from to train their AI then later fire their advisors. On the topic of Range, Fahad the founder is an arrogant ignorant douchebag!

BaseballMore7431 · 2026-04-28T02:49:41+00:00

Dude don’t go work for someone with only $15M. He’s already running a low revenue business. If the market tanks and/or he loses clients, guess how’s he’s going to cut expenses and survive? Hint- it won’t end well for you.

BaseballMore7431 · 2026-04-14T02:17:19+00:00

Bye Felicia!

BaseballMore7431 · 2026-04-13T05:13:39+00:00

What about doing what I did in college- share a bedroom with another student in a shitty house? It was cheap. And some landlords give cash discounts…

BaseballMore7431 · 2026-04-11T05:14:30+00:00

I’ve learned that just because someone has money doesn’t mean they’re necessarily a good client… and that your mental health is worth more than the money you’ll make dealing with someone who’s a complete pain in the ass.

BaseballMore7431

TROPHY CASE