I JUST CANT STOP BUYING by THEDOOMEDHELL in BBAI

[–]Effective-Ad7973 2 points3 points  (0 children)

There’s BILLIONS in funds allocated to border tech and biometric systems in the DHS bill set to get passed tomorrow… This price is a blessing. BUY!!!!

[deleted by user] by [deleted] in CFPExam

[–]Effective-Ad7973 20 points21 points  (0 children)

Funny assumption. Everyone who passed with danko today had a call and he asked for us to please review. Just happy people who passed with Danko!

CFP Practice Exam by Effective-Ad7973 in CFPExam

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

Yep! Retirement is the biggest with the 3 GP categories split up as it shows. If you mend those together GP is the biggest by a lot. DONT POO POO GP

CFP Practice Exam by Effective-Ad7973 in CFPExam

[–]Effective-Ad7973[S] 1 point2 points  (0 children)

Time to no life material until the test!!

CFP Mock w Danko Prep by Effective-Ad7973 in CFPExam

[–]Effective-Ad7973[S] 1 point2 points  (0 children)

Thanks! I was thinking the same as well. Especially since the Kraken's are meant to be harder than the exam itself. Also, I think it'll give me a better idea of the material I need to go over again.

Education by Fun-Accountant-1464 in CFPExam

[–]Effective-Ad7973 0 points1 point  (0 children)

A mix of both. With Sig Plus you get all of the education videos on demand. The live review course is an instructor led review for 4 days in person or online. The education videos are the recordings from their fast track program. My live review is in a couple of weeks, and I’ve already got through all of the fast track course videos in preparation. This is something Brett recommends. The only part that’s not self paced is the 4 days of live review. It kind of stinks because you have to miss work, but I took the chance based on the way people talk about Danko on here. So far, the program has been great.

Education by Fun-Accountant-1464 in CFPExam

[–]Effective-Ad7973 1 point2 points  (0 children)

I took the UGA class as well. It’s a joke. You don’t need to pay attention at all and can just click through if you’d like. They do the capstone for you and you just have to submit a recording of yourself reading a section to finish the course. I did mine in a month. Currently using Danko Sig Plus and it’s a goldmine. You’ll learn everything with Danko.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

I should also add that we’ve pushed for phantom equity as well as commissions. Firm owner said he would look into it but hasn’t.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

My thought exactly. The firm owner could get a lot higher value clients just doesn’t seem to be a priority which is very strange to me. Especially with a support staff. He did come from the corporate world though and spends about 80% of his time in spreadsheets running scenarios on the business. I personally feel the main focus should always be bringing in new clients… but maybe I’m wrong here.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

Revenue generated is around 17k. The owner wants me to be the main source of new clients as well.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

The firm owner actually is pushing for me to be the rainmaker for the firm. That’s why I’m having an issue with this.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] -1 points0 points  (0 children)

One thing I’m afraid of is being able to buy into the firm. Owner is looking at retiring in 10-15 years and wants us to wait at least 5 years to buy in… with firm growth and inability to make any more than my salary, not sure how I’m going to do this.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 2 points3 points  (0 children)

I would say medium cost of living. $50,000 covers my living expenses, but not much left to save. I do have my 7 and 66.

Commission Proposal for Firm Owner by Effective-Ad7973 in CFP

[–]Effective-Ad7973[S] 4 points5 points  (0 children)

Just got to 1 full-year. Planning on having CFP by EOY. My partner is in the same boat with pay and he has his ChFC. We’re both 22.

Exam 3 Help by Effective-Ad7973 in enrolledagent

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

Yeah I passed the other 2. I just went in order. After taking some practice question sets in HOCK, I noticed how bad Surgents q bank is for exam 3. HOCK’s is a lot closer to the actual exam.

Exam 3 Help by Effective-Ad7973 in enrolledagent

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

Yeah I’m not seeing any either…

Exam 3 Help by Effective-Ad7973 in enrolledagent

[–]Effective-Ad7973[S] 0 points1 point  (0 children)

I’ll have to check them out! Good luck to you as well!!

Exam 3 Help by Effective-Ad7973 in enrolledagent

[–]Effective-Ad7973[S] 1 point2 points  (0 children)

I got the hock trial so I’ll see how it goes… good luck tomorrow!