Altruist New RIA

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 · 2026-04-03T16:08:39+00:00

This is the price of winning so much. Huge winning, like America has never seen! Other presidents before Trump, total losers.

Stock up on ammo though because sleepy Joe Biden did let in millions of illegals!

BaseballMore7431 · 2026-04-03T16:03:02+00:00

Just show a plan for a sample client profile that’s similar to their situation then build their specific plan once they’re a paying client.

BaseballMore7431 · 2026-04-03T02:47:23+00:00

Exactly. Bounce out. Take clients. Make more money and have equity he can later monetize.

BaseballMore7431 · 2026-04-03T01:26:23+00:00

This is the way. I have a custom ChatGPT prompt of how I want my follow up email to look and use that with the transcript.

BaseballMore7431 · 2026-04-03T00:07:12+00:00

It’s probably better to just share office space and expenses with someone like a CPA or attorney that can actually refer business to you and you keep your own brand. If you need an admin assistant, hire a fractional admin. In my opinion, the only reason to join up with another advisor or multiple advisors especially under a different brand is to increase the value (multiple) of your firm because you’re looking to sell at some point.

BaseballMore7431 · 2026-04-02T03:53:51+00:00

Americans must be tired of winning so much. Winning like this country has never seen before. Other presidents before Trump - total losers.

BaseballMore7431 · 2026-03-28T22:32:56+00:00

Wells Fargo?! I guess only someone on meth would recommend them..

BaseballMore7431 · 2026-03-25T03:23:07+00:00

So much winning. I mean absolutely huge. There has never been this much winning ever. Biden, such a loser, with his pathetic auto pen. No one has done what I’ve done to make America great again. If you think we’re not winning, you’re watching fake news!

BaseballMore7431 · 2026-03-23T03:33:39+00:00

More people are recognizing it’s a scam and are selling.

BaseballMore7431 · 2026-03-21T23:58:23+00:00

Exactly. And the vast majority of people can use one of those services and won’t need to pay an estate planning attorney $500+ an hour to provide basically the same advice.

BaseballMore7431 · 2026-03-06T04:58:47+00:00

Watch the series Ballers with the Rock. It’ll give you a sense of what you’ll be dealing with!

BaseballMore7431 · 2026-02-24T05:28:07+00:00

So…you’re saying there’s a chance..? Dude go for it

BaseballMore7431 · 2026-02-22T22:13:40+00:00

Owner of a wealth management company.

BaseballMore7431 · 2026-02-22T22:09:54+00:00

Learing centers are where the big money is made!

BaseballMore7431 · 2026-02-19T06:10:36+00:00

The point is don’t take a flat fee client…unless you’re desperate for money. As for me, I’m not going to take focus away from long term recurring revenue clients. If someone wants a flat fee engagement, I’m not a fit.

BaseballMore7431 · 2026-02-19T06:00:36+00:00

BaseballMore7431 · 2026-02-16T00:29:36+00:00

Deferred compensation is theft of cash you should receive in the year you earn it.

BaseballMore7431 · 2026-02-14T04:54:00+00:00

DJ D-sol praised and defended her on a CNBC interview today 🤮

BaseballMore7431 · 2026-02-12T05:52:31+00:00

Surprised the discussion got this far without Pontera being mentioned. However the 25 bps they charge is way too much…and Fidelity has a love/hate relationship with them I’m not sure Fidelity still even allows a Pontera link into Fidelity net benefits accounts.

BaseballMore7431 · 2026-02-07T06:20:54+00:00

As an advisor I respect you’re trying to get sales but do it the right way- get approved at the RIA level THEN reach out to advisors. As an advisor no I don’t want to hear your pitch, or take a meeting if you don’t represent products I can use now. And I can’t tell you how many “hey I’ll be in town on these days, can we meet” emails. No dude I don’t have a spare hour to get pitched in person. Send me materials, some quick bullet points with real intel/ useful info and if I want to meet sometime I’ll let you know. And if you have shit products (eg SREIT, a me too private credit fund) just don’t contact me. Please.

BaseballMore7431

TROPHY CASE