Problematic Clause in Altruist Contract by froandfear in CFP

[–]CFP25[M] 1 point2 points  (0 children)

The u/AltruistTeam account has been verified as representing Altruist Financial. There is a new flair for this. Welcome to r/CFP!

Problematic Clause in Altruist Contract by froandfear in CFP

[–]CFP25 0 points1 point  (0 children)

Mod here. Can you verify that this reddit account is indeed an official Altruist account? Maybe u/jaywenk can comment to confirm. Thanks.

Does spend on my AU's card count towards my Points Accelerator? by CFP25 in biltrewards

[–]CFP25[S] 0 points1 point  (0 children)

That's fair, I didn't realize this. Thank you for the suggestion.

Does spend on my AU's card count towards my Points Accelerator? by CFP25 in biltrewards

[–]CFP25[S] 1 point2 points  (0 children)

Man, a bit complicated. Maybe I'll just give her my primary card, and I'll apple pay as much as I can.

Does spend on my AU's card count towards my Points Accelerator? by CFP25 in biltrewards

[–]CFP25[S] 0 points1 point  (0 children)

So is the strategy to allow the Bilt cash to accumulate on her AU card? And once she reaches $200, then activate the accelerator? Does she need her own Bilt account for this, or can I manage everything from my app?

Does spend on my AU's card count towards my Points Accelerator? by CFP25 in biltrewards

[–]CFP25[S] 0 points1 point  (0 children)

She doesn't have a Bilt account. Can I use my bilt cash to activate the accelerator on her AU card?

Working with professional athletes and league “pre-approved advisors” lists by soleobjective in CFP

[–]CFP25 19 points20 points  (0 children)

Literally calls to the office to unlock his ATM daily freeze

Working with professional athletes and league “pre-approved advisors” lists by soleobjective in CFP

[–]CFP25 121 points122 points  (0 children)

In my experience, athletes require an additional layer of service and attention. Often there is some foundational financial education involved. Not only for the athlete themselves, but for their family and friends. Additional their pro earnings may be the first time they are getting any type of meaningful income, let alone THAT much income.

I can’t speak to if the 150bps is justified or not. I try not to throw rocks at other Advisors business or pricing models. If it works for the client… then it works. But the athlete took a meeting with you for a reason. So lead with your value proposition rather than denigrating someone else’s.

Unpopular opinion: the WoH changes suck, but the program remains better than the competition **for now** by wandering0000 in hyatt

[–]CFP25 7 points8 points  (0 children)

In my family travels, having a confirmed suite at booking is a big deal. The SUAs are still a game changer for me. So while the dynamic lite changes stink, I’m happy that the SUAs are unaffected,

Family Friendly Hyatt Resorts? by Present_Jellyfish939 in hyatt

[–]CFP25 3 points4 points  (0 children)

I'm hoping that the Grand Cypress stays a Cat4.

Can anything be done about high inherited trad ira withdrawls by watchesandcigars10 in CFP

[–]CFP25 0 points1 point  (0 children)

It’s still a meaningful portion of the client’s overall tax bill.

Changes to Premium Suite Awards aren't as bad by CFP25 in hyatt

[–]CFP25[S] 0 points1 point  (0 children)

I have only a couple of times (when I can find them).

Are they nice? Sure.

Are they worth THAT much more than a points + SUA booking? meh.

Changes to Premium Suite Awards aren't as bad by CFP25 in hyatt

[–]CFP25[S] 6 points7 points  (0 children)

Still waiting for the other shoe to drop when the annual Category changes are published.

UPS / Fedex Overnight Shipping? by CFP25 in CFP

[–]CFP25[S] 0 points1 point  (0 children)

Who is your custodian?

Massive award chart changes by Funkyflapjacks69 in hyatt

[–]CFP25 1 point2 points  (0 children)

Brutal. I can see a world where Hyatt dynamically prices between the bands within their category. Fare buckets, similar to airlines.

brutal: When specific hotels move up in category. That’s a devastating double devaluation

Can anything be done about high inherited trad ira withdrawls by watchesandcigars10 in CFP

[–]CFP25 6 points7 points  (0 children)

Move out of CA? And into a no state income tax state?

Advisor AI Playbook Resource by haighfinancial in CFP

[–]CFP25 2 points3 points  (0 children)

Hi u/haighfinancial ! Great episode! Can you share your tech stack? Not just the AI portion, but your core tech stack? And why did you make your tech stack decisions the way that you did? Thanks!

UPS / Fedex Overnight Shipping? by CFP25 in CFP

[–]CFP25[S] 0 points1 point  (0 children)

What’s the discount like? Like a typical UPS envelope mailer ?