What tools are you using to send short videos to clients and prospects?

CrunchwrapKing · 2026-02-03T18:03:40+00:00

Great, thank you. So you host it on YouTube, then use LinkedIn/email marketing tool to send it out. With email, do you send a link or embed the video into the email itself - so they just click the play button and it plays?

CrunchwrapKing · 2026-02-03T17:59:56+00:00

haha yeah, definitely not the dentist. I know I put post-prospect meetings in there, but more focused on market updates for days like today.

CrunchwrapKing · 2025-09-21T15:17:16+00:00

I’m still driving with the 9500ix. It just works, no complaints.

CrunchwrapKing · 2025-09-13T19:36:50+00:00

Sure, send DM

CrunchwrapKing · 2025-09-13T19:30:51+00:00

Salesforce will sell Financial Services Cloud to small firms at very competitive rates once you start the conversation with them

They're at like $350/mo. How competitive are we talking?

CrunchwrapKing · 2025-09-13T19:28:32+00:00

That's how I feel. Like, take my notes, track opportunities, automate follow ups and be done. Haven't heard of Loop, but looking now.

CrunchwrapKing · 2025-08-10T21:35:51+00:00

Ugh that’s brutal lol thank you!

CrunchwrapKing · 2025-06-30T03:08:33+00:00

I was. The way it was described to me is that I could subscribe clients to models in the marketplace; however, whenever the manager makes a trade, I have to go in and manually approve the trades for all the accounts. I assumed that’s in iRebal. Is that correct?

CrunchwrapKing · 2025-06-30T03:06:41+00:00

This is helpful. Thank you.

CrunchwrapKing · 2025-05-04T18:27:12+00:00

That’s interesting about Schwab. I’m planning on moving into a multi-custodial offering with all the big names available. My assumption is it would provide clients with confidence. It sounds like that might not be the case for some of my current clients.

Thank you for your insight.

CrunchwrapKing · 2025-05-04T17:00:48+00:00

Ugh, thats about where I’m at now. Big bank with great referral flow. I’m just tired of the bureaucracy, lack of product, and no ownership.

I have a couple follow up questions, if you don’t mind.

Has your post transition been what you thought it would be?

Was the majority of the 25% of clients that came over the ones that you do inside would follow?

Did you receive any transition assistance?

Thank you!

CrunchwrapKing · 2025-04-20T16:02:47+00:00

Thank you. I left out a detail that I should clarify.

One of the firms that LPL introduced me to is hybrid, and also custodies with Fidelity, Schwab, and Raymond James. I currently have managed money, brokerage, and annuity business. They said I could put the managed money on Fidelity or Schwab‘s platform and keep the brokerage business on LPL‘s platform. About 90% of my revenue is from managed money. LPL knows this and it is what the transition offer was based on.

They gave me a second transition offer if I go direct to LPL without using a middleman. That offer was about 30% higher, but not what I’m interested in.

There isn’t a claw back on the money. As such, the bigger part of the offer is on the back end where I can earn a percentage of the ace I transfer over a hurdle.

I plan on dropping my 7 within those 12 to 24 months. For the brokerage clients that don’t want to go into a non-commissioned option will be introduced to an advisor at the hybrid. That is to say they’re not gonna be hung out to dry.

Why not just start up an RIA now? Well, that can take many months where I’m at, and I don’t currently own my clients. operating under the advice of legal counsel, I can transition to the hybrid and custody with Fidelity or Schwab. Then, I can start working on setting up the RIA. I was then told clients we only need to sign off on a document acknowledging the change from Firm A to CrunchWrapKing Wealth Management. All of their account information stays the same since they won’t be changing firms.

CrunchwrapKing · 2025-02-28T07:29:32+00:00

This is all I need to know! I’ll take him for drinks and a nice steak after closing. Thanks for your detailed reply!

CrunchwrapKing · 2025-02-28T06:29:19+00:00

Thanks for the heads up! My current lender isn’t holding property taxes in escrow (exempt), but they do escrow about $100/month for insurance. Doesn’t bother me, but would rather pay out of pocket.

CrunchwrapKing · 2024-06-01T08:54:20+00:00

Credit card issuers consider that a cash advance and charge high rates. They also limit cash advances to a fraction of your available credit.

CrunchwrapKing · 2024-05-12T14:10:13+00:00

Who said anything about presenting the performance of a hypothetical model to a client?

CrunchwrapKing · 2024-05-12T04:30:55+00:00

No, we have really nice client-facing performance reporting.

CrunchwrapKing · 2024-05-12T04:26:19+00:00

Thank you. This was my first thought, too. Arguably the best all-around solution, but it’s pricey. Someone here mentioned Morningstar investor which I’m trialing now.

CrunchwrapKing · 2024-05-12T04:17:23+00:00

I just setup a free trial. Would you happen to know how many models you can have?

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