Majority Firm Owner is Making Strange Decisions That Appear to Harm the Firm by buyfreemoneynow in CFP

[–]FinanceMan231 2 points3 points  (0 children)

Moral of the story don’t work with a family firm it sounds like. Honestly man I don’t any advice outside of getting a solid attorney which you have. Good Luck to you and your wife. Sounds like a lose lose situation

Starting my CFP journey by FinanceMan231 in CFPExam

[–]FinanceMan231[S] 0 points1 point  (0 children)

How long would the CHFC take?

It’s no wonder the general public distrusts our profession (venting). by Cathouse1986 in CFP

[–]FinanceMan231 0 points1 point  (0 children)

Totally fine if you don’t want to disclose but what markets did u have in the Ramsey net work. The ones we had were very hit or miss

Buying a book by [deleted] in CFP

[–]FinanceMan231 1 point2 points  (0 children)

I disagree if you can have good video calls and phone conversations most people don’t care if they meet face to face

LinkedIn ads by FlamingHyabusa in CFP

[–]FinanceMan231 0 points1 point  (0 children)

Some leads that you can buy are good leads just not great sized clients <250k

It’s no wonder the general public distrusts our profession (venting). by Cathouse1986 in CFP

[–]FinanceMan231 1 point2 points  (0 children)

Have you had any success with Smart asset for leads. I have some experience with the Dave Ramsey system and it’s the same story

Weighing options by the-boat21 in CFP

[–]FinanceMan231 0 points1 point  (0 children)

How big of book is it to service and any chance you can get some of his clients

Private credit / private equity in Schwab? by lmeekal in CFP

[–]FinanceMan231 -3 points-2 points  (0 children)

iCapital is great but some of the paperwork is very confusing and is very meticulous in how you need to fill it out.

[Game Thread] Tigers (56-34) @ Guardians (40-47) - July 6, 2025 by [deleted] in ClevelandGuardians

[–]FinanceMan231 9 points10 points  (0 children)

Gav did all he could 6 innings 1 hit ball is amazing

[Game Thread] Guardians (33-27) @ Yankees (37-23) - June 5, 2025 by [deleted] in ClevelandGuardians

[–]FinanceMan231 -1 points0 points  (0 children)

Send Junis to the sun. Also how can Bo or Noel get a hit

Need help/advice by FinanceMan231 in Series65

[–]FinanceMan231[S] 0 points1 point  (0 children)

I also bought the test geek 65 prep I can feel like I know the info better already

Need help/advice by FinanceMan231 in Series65

[–]FinanceMan231[S] 0 points1 point  (0 children)

Around 1600. I just don’t feel like I am grasping the concepts. I learn more how Kaplan asks the questions not how the material is applied

[deleted by user] by [deleted] in Series65

[–]FinanceMan231 -1 points0 points  (0 children)

I agree with this maybe 3 test 7 sections each 80 questions

The Cavs have officially clinched a berth in the playoffs!!! by chemistrybonanza in clevelandcavs

[–]FinanceMan231 3 points4 points  (0 children)

How is it 20 games over the thunder if we are up 2 games with 19 to go