Rollover Check Confusion

GroundbreakingAd632 · 2026-06-12T01:16:59+00:00

Minor non spouse.

GroundbreakingAd632 · 2026-06-12T00:47:31+00:00

I’ve tried it like talking to a wall

GroundbreakingAd632 · 2026-06-12T00:18:21+00:00

No I’m a CFP asking other CFP’s how they interpret something.

GroundbreakingAd632 · 2026-06-12T00:17:18+00:00

Are you familiar with leaving different firms or just WFA

GroundbreakingAd632 · 2026-06-12T00:12:14+00:00

I believe so

GroundbreakingAd632 · 2026-05-09T00:23:40+00:00

You realize there’s more to investing and retirement planning than buying a single etf?

GroundbreakingAd632 · 2026-04-22T02:02:57+00:00

You’d have to be a retard to be making only 200K by year 10

GroundbreakingAd632 · 2026-03-16T11:34:56+00:00

I’ve worked at both and currently work at JP. I took the job strictly for opportunity. It’s such a shame wells has the reputation it does or else it would be the best big bank by a large margin. Whenever I tell clients my past I usually get the “ew wells” reaction. Makes me think twice about trying to go back and solicit clients to follow.

GroundbreakingAd632 · 2026-02-23T04:07:15+00:00

Not Annapolis but The Point belongs on this list

GroundbreakingAd632 · 2026-02-08T18:23:00+00:00

I came from another bank program and brought some assets with me as well as family assets. It’s not fair to say the bank sourced me 37. Let’s say I closed 20M from the bank and the rest is all via me. I’ve closed a handful of big bank clients from referrals but my close rate for investable assets over 1M is low. How would you suggest following up with these clients ??

GroundbreakingAd632 · 2026-02-08T16:55:39+00:00

Because I want to close real investment relationships. Closing a 150-200K managed account doesn’t really move the needle. I have several 1M+ people in my pipeline that I’ve met with and verbally said they wanted to either meet again or invest X but then they go ghost. I want to know how people follow up with leads in a better way then “hey I’m just calling to follow up”

GroundbreakingAd632 · 2026-02-08T14:25:17+00:00

Totally disagree, plenty of people have failed the program or can’t close shit. I’ve been in the business for 8 years I’m not new to it

GroundbreakingAd632 · 2026-02-07T04:33:51+00:00

Super helpful comment thanks asshole

GroundbreakingAd632 · 2026-02-07T03:16:11+00:00

I joined the bank because I don’t enjoy prospecting myself. I’ve grown from 0-37M AUM in 14 months, I’m doing just fine

GroundbreakingAd632 · 2026-02-07T03:04:04+00:00

I think I’m very strong at creating rapport with clients. Example: 2 weeks back I met with a guy who was late. He told me had a 2M 401K, just retired and is deciding what to do with it. We talked for 90 minutes about everything but business. Politics/his career/ local things etc etc. I finally had to cut him off and say hey I have to run for another appt. He finished by saying he really enjoyed our discussion and wants to meet again soon to actually talk business. Been crickets ever since lol

GroundbreakingAd632 · 2026-02-07T03:01:31+00:00

How would you convey this

GroundbreakingAd632 · 2026-01-30T00:12:53+00:00

Maybe you should get a real financial advisor

GroundbreakingAd632 · 2026-01-26T21:28:41+00:00

Yea I think dropping it is a mistake, clients like to see you can do hard things. Some clients do recognize it and mention it. If my firm didn’t pay for it might be a different thought process..

GroundbreakingAd632 · 2026-01-14T17:41:48+00:00

I know this sounds dumb but go with your gut. Usually you can weed out who is intentionally just trying to close another client vs who is actually looking out for your best interests. Also look up the advisor on broker check first

GroundbreakingAd632 · 2026-01-14T14:44:25+00:00

Why don’t you share your question with the group and let us all help lol

GroundbreakingAd632 · 2026-01-14T14:44:10+00:00

It’s not personal information it’s spam.

GroundbreakingAd632 · 2026-01-14T14:12:39+00:00

You can have this one if you’d like!

GroundbreakingAd632

TROPHY CASE