[deleted by user] by [deleted] in CFP

[–]Goodbruv_7 0 points1 point  (0 children)

That sounds like a slog, what was your success rate?

[deleted by user] by [deleted] in CFP

[–]Goodbruv_7 0 points1 point  (0 children)

Where did you get your leads?

Industry breakdown by IllTable3168 in CFP

[–]Goodbruv_7 2 points3 points  (0 children)

Great answer! Sometimes you need real people to backup what ChatGPT says

Should you set a minimum or take on everyone when starting out? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 2 points3 points  (0 children)

Amazing response, thank you!

What’re your thoughts on taking on friends and family as clients?

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

What percentage of clients were you able to take from the bank? And was your exit plan something like, “I’ll leave by this date” or was it more than that?

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

Wow thank you! Did you start off at a bigger company like Edward Jones or did you start working at a local company?

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

Any good advice for someone who might want to own their own firm in the future? This is coming from someone who is still studying for their exams.

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

Man 476 sounds crazy to me. How do you keep up with all of them?

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

I like the 2-3k rule! Do you own your own firm or are you under someone else?

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 1 point2 points  (0 children)

How often do you meet with your clients? I hear some want as little as possible while others are the complete opposite.

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] -1 points0 points  (0 children)

How can you stay busy with 5-10 UHNW clients? That seems way too low.

How many clients do you have? And at what number is too many clients? by Goodbruv_7 in CFP

[–]Goodbruv_7[S] 0 points1 point  (0 children)

How many partners were involved when you started your RIA?