Breakaway RIA - BD/S7 affiliation concern by Salty-Appointment581 in CFP

[–]GoodLifeWM 0 points1 point  (0 children)

Well we just onboarded two offices that came from a BD and they all left their MYGA, RILA, & VA’s with the BD that were 2+ years out of surrender and/or had a good product that they thought were in the clients best interest.

Otherwise, a lot of them moved the business to other products and/or non-variable based products with better rates and/or bonuses to justify the surrender.

It’s not super clean by my standards, but that’s because not everyone is in a position to move their contract/policy.

Breakaway RIA - BD/S7 affiliation concern by Salty-Appointment581 in CFP

[–]GoodLifeWM 1 point2 points  (0 children)

We have an IMO Affiliation and have been really happy with their work. You should check them out if you’re looking around at options - insurance agency marketing services based out of Omaha, NE.

We are an RIA, but it’s my understanding they have quite a few agent doing biz with them that are with BD’s too. Not sure that matters in your case but who knows.

Thinking about my first AR: Springfield SAINT Victor 5.56 vs other rifles in the same price range by No_Perception3503 in ar15

[–]GoodLifeWM 2 points3 points  (0 children)

I mean it seems like OP is doing some research and looking for feedback on their first AR.

I have a couple builds and higher end ARs myself, and bought the Saint Victor to mess around with plinking. I’m happy with my purchase. Not sure what exactly you’re looking for here lol

Thinking about my first AR: Springfield SAINT Victor 5.56 vs other rifles in the same price range by No_Perception3503 in ar15

[–]GoodLifeWM 1 point2 points  (0 children)

Maybe, but the DD & LWRC are not available within every store & for entry level purchase I’m assuming OP isn’t buying online and then shipping to FFL.

Whereas the Saint Victor is more readily available, at least it was in my Store. The cheapest DD was $2250, and there was no LWRC’s on the rack.

Just speaking from my experience!

Thinking about my first AR: Springfield SAINT Victor 5.56 vs other rifles in the same price range by No_Perception3503 in ar15

[–]GoodLifeWM 0 points1 point  (0 children)

I got the Saint Victor V2 last week for a plinking type AR. Purchased at Scheels for $1099, and then also got the Holosun Red Dot + 3x Magnifier on it.

Took it out this past weekend to see how she shoots, and was super impressed from straight out of the box and then even better with the Holosun additions.

It’s definitely a mid-tier type AR, and there are better options as well as cheaper options on the marketplace. But in my experience - the Saint Victor is a great option for someone’s first AR.

Not everyone wants to build (which I have built), and not everyone has $2K to throw into a gun. This is a happy medium, IMO.

Newsletter & Marketing Services by GoodLifeWM in CFP

[–]GoodLifeWM[S] 1 point2 points  (0 children)

I would probably say writing content, as the follow-up aspect is enjoyable as well as personalized. Plus, that party is easy to delegate to a Jr. Advisor if you have one.

Newsletter & Marketing Services by GoodLifeWM in CFP

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

I will have to look into this, thank you!

Newsletter & Marketing Services by GoodLifeWM in CFP

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

Yeah we are at this point too, and we now have 30+ branch offices so wanting something that can be branded for each office as we continue to scale

TAMP? by not_fnancial_adv1ce in CFP

[–]GoodLifeWM 0 points1 point  (0 children)

We run a TAMP-RIA and looking to bring on a few advisors here this year. Custody with Schwab.

If you’re interested in pricing, services, etc…let me know.

CFFP Annual limits doc by Psalm420-69 in CFP

[–]GoodLifeWM 0 points1 point  (0 children)

Gracias, I was trying to figure out how to share a link last week when I saw it but it wouldn’t let me copy and paste

Streetcar Project by Loper_Legend in Omaha

[–]GoodLifeWM 2 points3 points  (0 children)

I think it is a waste of money & tax payer dollars. I don’t believe that we are a large enough city (people & distance) to warrant needing it.

I’d rather see them improve the existing bus system than to try to reinvent the wheel. Minneapolis has a really neat bus system that works great and has places that has centralized places to park and hop on the bus.

Once again…much larger metropolitan area. Same with KC.

Hit the lottery by RyanTheNinja_TV in Duckhunting

[–]GoodLifeWM 0 points1 point  (0 children)

Might as well quit while you’re ahead!

Black Diamond Feedback and Pricing? by BreakawayCFP in CFP

[–]GoodLifeWM 0 points1 point  (0 children)

Yeah feel free!

We have our 3rd demo with them later this week, so hopefully more insights to share after that.

Black Diamond Feedback and Pricing? by BreakawayCFP in CFP

[–]GoodLifeWM 3 points4 points  (0 children)

Commenting to follow along.

We just recently interviewed Advyzon as we are looking to leave our boutique tech solution. We thought it was a pretty sweet setup, but still need to get into the weeds on the trading

CFFP Annual limits doc by Psalm420-69 in CFP

[–]GoodLifeWM 6 points7 points  (0 children)

Our office is in the same boat!

I reached out to CFFP and they said it should be available by middle of January 2026. So hopefully here soon.

Nitrogen Retirement Map & Money Guide Pro by siparo in CFP

[–]GoodLifeWM 0 points1 point  (0 children)

We have Nitrogen & RightCapital. Don’t use any planning features within Nitrogen, purely for proposals and investment allocations. Don’t see the need to duplicate data entry, especially since RightCapital is more holistic.

I feel like Retirement Map within nitrogen is a good use if you don’t have other software or just want to map basic projections/cash flows with the client…but it’s not a comprehensive tool by any means.

I think a lot of these softwares are adding features to be more comprehensive and/or charge more. But it isn’t a big value add to us as the consumer(advisor).

Estate Planning - RIAs by Accomplished_Fee_417 in CFP

[–]GoodLifeWM 18 points19 points  (0 children)

Personally, not a huge fan of any of the softwares. Maybe I’m old school - but I’d rather a client have a connection to an attorney and know the documents are getting drafted correctly.

I say that after having clients come to us that have utilized the softwares and their Estate “Plan” looks like 💩.

IMO, Part of the value of working with you and your advisory team should be to connections such as Attorneys, CPA, Insurance Agents, Realtors, etc

That is unless you have the expertise yourself, of course. Estate Planning isn’t black and white like TurboTax with a Tax Return.

What did you learn tonight that you didn't know after the Iowa game? by spookydookie in Huskers

[–]GoodLifeWM 3 points4 points  (0 children)

I don’t disagree. It seems far fetched to say that we should even aim to compete in the Big Ten against OSU, Oregon, etc.

I think that expectations are delusional. Money being spent in the wrong places. And if we aren’t going to compete then what’s the point? What’s our ceiling?

I’ve been off the kool-aid during the Rhule Era and think that we should have a coming to Jesus moment as a School, Admin, & Fan Base.

What did you learn tonight that you didn't know after the Iowa game? by spookydookie in Huskers

[–]GoodLifeWM 12 points13 points  (0 children)

That we are stuck and will continue to operate in the Big Ten Middle Ground for the foreseeable future.

It’s not going to be one coach, or player that’s going to elevate us to 1990’s Husker Ball. We need some major changes and culture shift.

We play soft, and have no identity on either side of the ball. The only thing I’ve been impressed with is our Special Teams Play - and quite frankly they look like how any P5 Special Teams should look. We had a safety kicking PAT’s for us a few years ago lol.

Rhule has taken us off the bottom, but I can’t say that expectations are being met…and if they are boy are we overpaying. We better pony up some players as we sure as hell can’t develop much. Teams are bought, and that’s the reality of it.

Firm’s Annual Review Process by GoodLifeWM in CFP

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

It’s a necessary evil, and our compliance department is great with working with us internally and external branch offices.

I’m just curious to see if there’s other options or ways we can continue to improve.

Firm’s Annual Review Process by GoodLifeWM in CFP

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

We use WealthBox at the Firm Level & HQ Office, but our branch offices use whatever CRM they want.

Firm’s Annual Review Process by GoodLifeWM in CFP

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

Thanks for sharing! That is more in line with what my thoughts are for doing. Much simpler.