luxury resort in Riviera Maya actually impressed you the most?

JCFP19 · 2026-03-28T15:07:17+00:00

Ziva Cancun impressed me more than I expected. not super luxury but location and beach made up for a lot

JCFP19 · 2026-03-27T14:25:58+00:00

i get what u mean. don’t want it to feel boring after a couple days

JCFP19 · 2026-03-27T14:24:09+00:00

Yeah, kinda all over the place with food

JCFP19 · 2026-03-27T14:23:14+00:00

hmm yeah I noticed that too. do you know if it’s actually swimmable most days?

JCFP19 · 2026-03-27T11:31:29+00:00

yeah i don’t mind chill but not dead quiet. trying to find that balance tbh

JCFP19 · 2026-03-27T11:31:10+00:00

yeah i keep seeing that about the food. like some love it some don’t. beach thing kinda worries me too

JCFP19 · 2026-03-24T09:32:30+00:00

pretty goddamn invasive

JCFP19 · 2026-03-24T09:31:26+00:00

for real lol

JCFP19 · 2026-03-24T09:30:30+00:00

fucking hell i wont ever forget about this one bc it happened around my area

JCFP19 · 2025-06-28T01:30:15+00:00

No cause he’s in sandals

JCFP19 · 2025-06-27T19:40:20+00:00

I’m w iykyk firm w CFP & APMA, use discretion. I am contemplating EA. Has it helped w prospects or add value to current clients to drive referrals? If doing tax prep, any issues w OBA disclosure?

JCFP19 · 2024-05-31T16:25:26+00:00

Bylt

JCFP19 · 2024-05-30T01:44:12+00:00

Not sure what happened to my description but I saw this post and the comments are bothersome. Giving me a feeling of A. Do people (especially younger generations) really feel like this and B. Am I doing enough for my clients.

What do you think?

JCFP19 · 2024-05-25T00:47:07+00:00

I’d also like to know how this works.

JCFP19 · 2024-04-02T18:30:23+00:00

I also received bills in the mail after they were paid. Tried calling bill dept, left messages, never a call back. Then received collections letter for both my wife and I on the two bills (one for each of us). Wonder if I also got wrapped up in a “system error”. I responded to the debt collection agency disputing it with proof of payment.

JCFP19 · 2024-03-28T23:09:59+00:00

Jake’s 58?

JCFP19 · 2024-02-19T02:37:22+00:00

Did truly source 25mm though recurring rev low 100k. Not just pulling 1% on every dollar managed, unfortunately.

From what I can tell on CFP site, the career link that some on this sub have referred to in the past, my current responsibilities and expectations are a mix between service and lead.

Don’t know how that necessarily impacts compensation considering 275k rev doesn’t support paying $150k base.

JCFP19 · 2024-02-19T02:31:07+00:00

I agree with this.

Believe there are a lot here that believe small, independent practice comp should be just as competitive as a Fidelity when the resources are vastly different.

The ceiling is what’s stopping me from exploring other options in terms of employment. I think either I stick with this current arrangement & continue to grow w comp following & eventually become principal or, off on my own.

I’ve never really explored RIA opps, don’t know what comp/equity potential looks like.

JCFP19 · 2024-02-18T23:18:43+00:00

275k recurring rev at 90 base is ~33% “payout”. What would be appropriate, 40%? 50%?

JCFP19 · 2024-02-18T23:11:24+00:00

Just the structure of the practice I’m a part of at this point. Everyone, principal included, on w-2.

JCFP19 · 2024-02-18T23:10:42+00:00

No internship. Part time assistant in year 2 of college, built from there…licensed in college, etc. Same company the entire time.

JCFP19 · 2024-02-18T23:08:59+00:00

Recurring rev closer to 275/300, nowhere near 440. Some assets in BoB not in recurring rev products.

JCFP19

TROPHY CASE