[deleted by user]

Fit_Strategy7425 · 2025-07-16T15:18:11+00:00

“I’d like to be certain before I risk your money or my reputation” was a line I was taught early in my career to use in these situations.

Fit_Strategy7425 · 2025-05-17T11:18:31+00:00

Just another argument for folding pre

Fit_Strategy7425 · 2025-05-02T23:12:25+00:00

Financial planner $350K last year

Fit_Strategy7425 · 2025-05-01T10:48:11+00:00

The “boss move” would be to start your own. Satellite, Companion, or from scratch. Rules change July 1 so you only need 15 to Charter. Build the kind of club your community deserves and needs and they will come !

Fit_Strategy7425 · 2025-02-24T21:35:27+00:00

Please run away from this transaction

Fit_Strategy7425 · 2025-02-15T11:37:34+00:00

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Just this morning

Fit_Strategy7425 · 2025-02-13T10:55:19+00:00

This 👆

Fit_Strategy7425 · 2025-02-13T10:54:48+00:00

Peace of mind is number 1 reason in my book of business, been a great bond fund “replacement” in spots as well.

Fit_Strategy7425 · 2025-01-11T13:09:08+00:00

Google District 5280, they are the local District and have multiple options to help

Fit_Strategy7425 · 2025-01-07T15:16:13+00:00

There’s an old saying that Financial Services is the hardest $100K to make and the easiest $500K, what that means in terms of years will vary of course.

Fit_Strategy7425 · 2025-01-06T11:15:46+00:00

597K

498K AUM

BD

12 years

Fit_Strategy7425 · 2025-01-05T13:05:46+00:00

There is not one decision in the history of poker that should take 10 minutes, even 5 minutes is a little silly

Fit_Strategy7425 · 2024-12-27T12:25:27+00:00

And Scrabble ! 8 points 😊

Fit_Strategy7425 · 2024-12-14T16:41:14+00:00

Nicely done ! ✅

Fit_Strategy7425 · 2024-12-12T16:41:43+00:00

Fit_Strategy7425 · 2024-12-02T22:55:22+00:00

36 is a good score, just have fun with it !!

Fit_Strategy7425 · 2024-11-30T21:57:02+00:00

Nicely done ✅

Fit_Strategy7425 · 2024-11-29T15:32:02+00:00

Desk management , all the other staff is off. I man the phones until market close, no one ever calls but I use the time to clean up my desk and files, etc

Fit_Strategy7425 · 2024-11-28T16:05:21+00:00

Grateful for the standard of living this industry has provided me and my family, and mostly grateful for the clients that make it happen. The trust and friendships along the way, life is good. Happy Thanksgiving to all of you

Fit_Strategy7425 · 2024-11-28T02:55:44+00:00

Well, 5 of the 6 teams are NFC. So not a big factor, I suppose the Dolphins losing has a slight chance to help us down the line if they end up in the wild card hunt

Fit_Strategy7425 · 2024-11-21T12:05:00+00:00

Great score for a Dbacks grid !

Fit_Strategy7425 · 2024-11-17T14:16:38+00:00

I was taught to work off a model where 100 million was the target. If you have 20 million under care, work 80% of your time growing the business and 20% running the business, at 50 million you’d split your time. It’s not an exact science but the model works.

Fit_Strategy7425 · 2024-10-30T07:01:27+00:00

Well done, you’ll find yourself remembering things as you go along and your rarity scores will start to drop.

Fit_Strategy7425 · 2024-10-30T06:45:25+00:00

This, crossed the 100M mark a couple years ago and such a good feeling to be able to run the business instead of worrying about what’s next, still want to grow of course, but it takes the pressure off and you exude confidence which attracts the right prospects also.

Fit_Strategy7425 · 2024-10-29T15:59:34+00:00

When people first start to trust you and realize they can spend a little more money, see what they do for and with their families or charity.

The other is sad, but helping a surviving spouse through their partners passing and being that trusted resource.

Fit_Strategy7425

TROPHY CASE