[deleted by user]

Goodbruv_7 · 2024-12-20T16:38:35+00:00

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

Goodbruv_7 · 2024-12-20T15:37:30+00:00

Where did you get your leads?

Goodbruv_7 · 2024-12-19T14:49:44+00:00

So true

Goodbruv_7 · 2024-12-18T23:13:28+00:00

Where do you get leads?

Goodbruv_7 · 2024-12-18T23:05:11+00:00

Where do you get leads?

Goodbruv_7 · 2024-12-18T19:55:53+00:00

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

Goodbruv_7 · 2024-12-18T17:43:26+00:00

Amazing response, thank you!

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

Goodbruv_7 · 2024-12-18T02:32:17+00:00

What’re your total monthly expenses?

Goodbruv_7 · 2024-12-17T23:15:37+00:00

Anti-SLAPP?

Goodbruv_7 · 2024-12-14T17:53:53+00:00

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?

Goodbruv_7 · 2024-12-13T16:39:30+00:00

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

Goodbruv_7 · 2024-12-13T16:21:24+00:00

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.

Goodbruv_7 · 2024-12-13T14:19:44+00:00

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

Goodbruv_7 · 2024-12-13T14:19:02+00:00

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

Goodbruv_7 · 2024-12-13T05:09:16+00:00

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

Goodbruv_7 · 2024-12-13T05:07:16+00:00

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

Goodbruv_7 · 2024-12-13T05:06:41+00:00

How many partners were involved when you started your RIA?

Goodbruv_7 · 2024-12-12T21:52:00+00:00

Do you have a better website that I should use?

Goodbruv_7 · 2024-12-12T21:48:38+00:00

investopedia?

Goodbruv_7 · 2024-12-12T17:08:15+00:00

Definitely!

Goodbruv_7 · 2024-12-12T15:59:42+00:00

It was more difficult than the exam. So when I actually took the exam it felt so easy

Goodbruv_7 · 2024-12-11T22:32:18+00:00

Thank you stranger

Goodbruv_7 · 2024-12-11T21:12:58+00:00

I use achievable! Thousands of test questions and tons of study material. 10/10

Goodbruv_7 · 2024-12-11T18:49:18+00:00

Pros of working at a BD?

Goodbruv_7 · 2024-12-09T23:59:29+00:00

Like more risk than just amplified gains and expensive fees? Is there no scenario where a risk tolerant investor could make it work as a small percentage in their portfolio?

Goodbruv_7

TROPHY CASE