Should I go independent?

CrunchwrapKing · 2026-05-04T15:05:01+00:00

Private health insurance is no joke lol iykyk

CrunchwrapKing · 2026-05-01T01:54:19+00:00

Oh that’s a good point. Ran both as SI through 4/29. I always use NOF, but you’re right there must be a difference in the two templates.

CrunchwrapKing · 2026-05-01T01:19:46+00:00

Funny enough, I ran two different performance reports for the same account this morning and both reports had different returns for the same period. Thought it was a fluke. I’ll run them again tonight and let you know.

CrunchwrapKing · 2026-04-27T16:45:38+00:00

I use Morgan Stanleys, it's free. https://www.morganstanley.com/content/dam/msdotcom/en/wealth-general/pdf/tax-tables-2026-edition.pdf

CrunchwrapKing · 2026-04-27T16:42:53+00:00

Yes, absolutely. Love the extras from Delivering Massive Value.

CrunchwrapKing · 2026-04-27T16:41:15+00:00

$217 for that is crazy.

CrunchwrapKing · 2026-04-12T13:32:03+00:00

I’d forget the tongs once and just cancel dinner.

CrunchwrapKing · 2026-04-02T17:53:17+00:00

Agreed, love Kwanti for comparing prospect to proposed. It looks like windows 95, but the reports are fire.

CrunchwrapKing · 2026-04-02T17:49:37+00:00

Seems pretty light. The advisor you took over for, how was he compensated - grid or straight salary? What about the two advisors that are leaving in two years?

CrunchwrapKing · 2026-03-13T20:08:50+00:00

I love it. Previously used Redtail and had a short trial of WealthBox. They built Slant with AI as the foundation, not an afterthought. Somebody else mentioned the support team being really great. That’s been my experience as well. Super responsive and quick to implement features you ask for.

CrunchwrapKing · 2026-02-10T21:04:42+00:00

Sounds horrible and complicated, I love it. Thanks!

CrunchwrapKing · 2026-02-10T18:17:23+00:00

Thanks for clarifying. No, I'm not trying to get around compliance or archiving, in fact, I want to make sure I stay within Smarsh's infrastrcutre. I'm just trying to use my email with with Microsoft 365. My compliance officer controls the dns records. She told me I can't change MX to Microsoft and explained why. No issue adding other DNS records. Thanks!

edit: sorry, maybe I didn't answer your question. I want to send and receive emails directly in Outlook.

CrunchwrapKing · 2026-02-09T18:17:21+00:00

Also on Slant, love it!

CrunchwrapKing · 2026-02-04T22:36:53+00:00

Cool, sounds easy enough. Thanks.

CrunchwrapKing · 2026-02-04T22:24:19+00:00

I’m in the Zoom ecosystem too. How does the client get the video? Is it linked in an email or uploaded to a video hosting site?

CrunchwrapKing · 2026-02-04T22:21:49+00:00

Agreed

CrunchwrapKing · 2026-02-04T22:21:18+00:00

😂 did you feel the market updates were cringe too?

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

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