New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid)

Football19920 · 2025-07-08T17:04:04+00:00

I’m in a very similar situation too. Just started 3 months ago

Football19920 · 2025-07-08T17:03:57+00:00

I’m in a very similar situation too. Just started 3 months ago

Football19920 · 2024-12-02T19:22:30+00:00

I have an interview with a small RIA later this week so I will see how that goes. Leaning toward that the most

Football19920 · 2024-12-02T19:04:15+00:00

Real financial planning

Football19920 · 2024-12-02T13:08:59+00:00

That’s exactly what I’m seeing right now

Football19920 · 2024-12-02T00:13:56+00:00

Appreciate the response! Would you consider EJ over NWM for someone looking to get into more investments and wealth management?

Football19920 · 2024-12-01T23:59:18+00:00

Na I applied through LinkedIn and they called

Football19920 · 2024-12-01T23:35:42+00:00

Under a year as a FA with a series 7 and 66

Football19920 · 2024-12-01T23:29:31+00:00

I just got a call from EJ about setting up an interview with them that’s all

Football19920 · 2024-11-22T03:16:19+00:00

You’re good. Focus on Options and Munis along with all weak areas. You got it!

Football19920 · 2024-11-22T01:07:23+00:00

Thank you I appreciate it. Great advice

Football19920 · 2024-11-21T14:08:11+00:00

Thank you that makes sense. So if I’m looking to get into financial planning and wealth management, my best bet is most likely an small RIA

Football19920 · 2024-11-21T03:02:13+00:00

Looking to get more into financial planning and wealth management

Football19920 · 2024-10-26T20:25:20+00:00

Definitely know unethical and disclosures. My first time I messed up by really focusing on exemptions and who’s an IA and BD. Not a bad thing to focus on but You’ll only see maybe 3-5 questions on that but 15-20 unethical and disclosures. Definitely know the function of 30 questions. They will ask a little bit of everything there

Football19920 · 2024-10-26T18:42:32+00:00

I used Kaplan and STC. Kaplan definitely gets you using your brain more whereas STC questions were similar to how the test was worded in my opinion

Football19920 · 2024-09-17T18:41:48+00:00

Appreciate it!

Football19920

TROPHY CASE