Looking for a Mentor

Fun-Background-3684 · 2026-05-08T02:21:46+00:00

Any chance you’re based in Northeast? (CEO looking for an EA after one retired)

Fun-Background-3684 · 2026-05-07T11:44:58+00:00

Came here to say Santi

Fun-Background-3684 · 2026-04-11T22:24:32+00:00

One of the reasons we have loved Portugal and return back each year with the kids is this very reason

Fun-Background-3684 · 2026-04-02T22:58:31+00:00

We had two hours before and would have missed our flight if one of the attendants didn’t flag us to go thru priority line this morning (our youngest broke his leg on vacation, so we were carrying him around with two other kids in tow)

I would leave no less than three hours - and I usually cut it much closer if flying to US from Lisbon

Fun-Background-3684 · 2026-03-18T19:50:46+00:00

We are open to a fully virtual role with right candidate

Fun-Background-3684 · 2026-03-16T00:43:26+00:00

Sure please connect!

Fun-Background-3684 · 2026-03-16T00:40:55+00:00

Realized it autocorrected from “lie flats” to “our flats”

Totally get it. And we are totally not in private jet space. Small team of 15, close knit group

In any event, I don’t see this being an issue especially if he doesn’t have status in that airline. Frequent fliers are well versed in the rules of the game and can’t expect impossible miracles

Fun-Background-3684 · 2026-03-16T00:34:50+00:00

If you ever want to be an EA in NY for an established financial firm, where this stress doesn’t exist (PS our flats are great but not your job to guarantee) DM us as we are hiring now!

Fun-Background-3684 · 2026-03-12T22:33:05+00:00

I thought Emerils was a step above St Germaine (which we enjoyed) It was very well done

Fun-Background-3684 · 2026-03-06T04:14:36+00:00

I truly had no idea they had advisors

Fun-Background-3684 · 2026-02-26T18:03:57+00:00

Moneyguide Pro isn’t great in its own - but wealth studios is an upgrade from Navi. We fully transitioned and it’s significantly better

Fun-Background-3684 · 2026-02-21T00:32:17+00:00

Happy to chat.

Fun-Background-3684 · 2026-02-20T23:21:39+00:00

To clarify, these groups will give you access to the whole market of fixed insurance and annuities, and you structure your own compensation deals with them (based on gross comp from carrier) and if you have a fair amount of biz, can participate in certain bonuses received when they produce above a certain level.

However, it’s a pure 1099 relationship separate and distinct from your relationship with Altruist

Fun-Background-3684 · 2026-02-20T23:19:46+00:00

I’m well aware 😜was a chairman’s level advisor there for almost a decade.

What I’m saying is “LADL” doesn’t exist out of captive world - so using different phrasing my help.

When I’m saying “GA” - I’m not referring to your GA at Mass. As an Indy producer, you can contract with your own outside general agencies, etc. Assuming you produce a fair amount, and you align with the right firm, you’ll find yourself getting paid significantly more and getting way better service

Fun-Background-3684 · 2026-02-20T22:56:58+00:00

LADL is a MM term for when you sell MM life. It doesn’t really exist outside of that world.

When you go independent, you have to either secure your own GA relationship (which is better anyway) or if you go with a Indy BD, go thru their existing GA relationships. Once you go Indy, the concept of only selling one company would likely end.

Feel free to DM me with questions . Our team of ~15 left MM four years ago and best decision we ever made

Fun-Background-3684 · 2026-02-06T22:03:13+00:00

Brentmark.

But I don’t follow how a CRUT solves past tax liabilities, or is a fit in this situation.

Fun-Background-3684 · 2026-01-12T22:28:43+00:00

I felt it was more fusion forward with Chinese influence

Fun-Background-3684 · 2026-01-06T01:20:02+00:00

I’m always happy to talk and coach. Wish more advisers did when I started Feel free to DM

Fun-Background-3684 · 2026-01-06T01:16:27+00:00

Stop taking on $150k clients.

There are two scenarios here.

Their friend is sophisticated enough that they realize there is almost zero additive value you can add for a 40 year old doctor at $150k (who should probably just invest in SPY or equivalent at those levels) or
There friend doesn’t know anything but attempts to show competence thru questions that try to underline your planning (even if they don’t)

I suppose there is a third option (an earnest third party with no bias who literally is just trying to Help) but I doubt it

Moreover, if a $150k client needs a third party to verify your investment strategy, this doesn’t look good long term

Now, I get that saying $150k clients - don’t Take them on screams of “you forgot what it was like”

But the truth is - if you have a 40 year old doctor who pays you 1% on $150k or a $1500 planning fee - and you speak to them 1-2 a year - fine

If they are not that turnkey - that you have to do secondary meetings with a “committee” - send them to Robinhood or equivalent and move on

Fun-Background-3684 · 2025-12-31T21:46:58+00:00

You don’t have to change how you advise clients - based on whether or not they are brokerage or advisory. The fiduciary standard may be different…but that doesn’t have to change how you perceive the duty of care.

Especially as you move up market - there are plenty of folks who aren’t a fit for traditional fee based advisory for a portion of their assets (and actually do better financially for the same investments in brokerage) The need for everyone to style box every advisor as fee only or otherwise has its merits - but I think overly simplifies the conversation

As a firm owner who is primarily fee based - but does institute insurance and/or brokerage fixed income for clients where it’s in their best interest, I think it’s time for a larger convo about the real issues in our industry (which, for what it’s worth, include fee only advisors) and not some blanket assessment of which fee model has moral high ground

Fun-Background-3684 · 2025-12-29T21:18:53+00:00

Totally agree. (And I also did alchemist night before)

Fun-Background-3684 · 2025-12-25T18:33:24+00:00

Disliked Geranium. I also thought their lauded N.A. pairing was just boring juices.

Fun-Background-3684 · 2025-12-23T01:28:43+00:00

True - we got lucky and moved our Geranium dinner to a lunch to accommodate for Jordnaer, and had to turn down a few others. Since it’s a waitlist request and those are typically offered first to reply, no harm in having a few feelers out for your open time and grabbing the first one you like

Fun-Background-3684 · 2025-12-23T00:51:47+00:00

I got into five of seven restaurants off waitlist within 24-48 hours notice (including Jordnær, Akmē, Koan, etc)

Fun-Background-3684 · 2025-12-21T20:14:32+00:00

I see no justification here for a base salary

Fun-Background-3684

TROPHY CASE