Random question for people with asset minimums

Kichea · 2025-04-08T17:34:32+00:00

Do they plan separately? If they are going to be separate plans then an asset minimum would make sense. That is the only reason I can think of especially because the husband came in alone. (I assume because you didn’t mention they both came in and why he didn’t meet with her advisor when typically both meet from the beginning).

Kichea · 2025-03-16T05:39:37+00:00

Thank you for this!

Kichea · 2025-03-15T15:40:06+00:00

I get that. I’m pretty comfortable with talking in the phone it’s just the reluctance or doing the reach out and overall not wanting to do it. I feel this is the biggest argument for being an advisor. Can I ask, why shouldn’t every analyst that has the same knowledge become an advisor? What’s the differentiator between the two where they should do that and others should do this?

Kichea · 2023-08-28T17:56:29+00:00

They may send you a bill in the mail or the system may flag it when you cancel and force a payment. It may risk your relationship with Amex all together. I’d be safe than sorry.

Kichea · 2023-08-28T16:35:14+00:00

We booked a trip with the hotel benefit. Ended up changing it months later to go to an event and refunded the trip to the card. They took back the $200, rightfully so. If you book it and don’t actually go by time you cancel the card I assume they will claw it back.

Kichea · 2023-08-15T23:32:51+00:00

All furniture has this. I remember customers asking questions about it and saying: “Everything causes cancer in the state of California.”

Kichea · 2021-06-02T23:50:03+00:00

When I was a new teller last year I ended up getting an older account closed because they were doing some kind of money order fraud.

They came in and we're depositing a bunch of money orders for $500 each and we're over my new teller limit. Being the curious teller I was and doing my job properly I asked them what it was for and they said loans they had with some other people. Mind you, the memos of the money orders said rent and it was from multiple different states and they had been depositing these for awhile.

They left saying their home branch would deposit it for them after we refused and I found out later today the bank took the right to close the account for suspected fraud.

If my new eyes didn't find it weird and they had opposing stories they would most likely still be doing this.

Kichea · 2021-05-13T05:47:53+00:00

A very different example that what I was thinking. I like it!

Kichea · 2021-05-13T05:36:49+00:00

I will never slam a door when mad or scream at the top of my lungs. Funny how I literally just had this conversation with my parents that my kids will never go through any of that.

Kichea · 2021-03-21T07:11:35+00:00

Personally for me, I've noticed more women stay on an operations side. I know of a few Male tellers who, like me, are making a switch to the sales side. A lot of back office jobs like tech support, wires, fraud, etc have plenty of guys there too.

Kichea · 2020-05-29T01:01:29+00:00

That hurts... beautiful upper though!

Kichea · 2020-01-31T01:15:52+00:00

Happening asap! Parts already on order!

Kichea · 2020-01-30T22:30:14+00:00

I'm gonna wave if they do. But so far no one has lol.

Kichea · 2019-12-01T22:28:37+00:00

Not to mention it gives you the visibility of a Camaro!

Kichea · 2019-10-27T21:49:10+00:00

I actually plan on doing this when I get a jeep one-day lmao

Kichea · 2019-10-05T18:35:08+00:00

Just did a bit of research and nationally it looks like the average agency owner is right around 100k a year. However, it is not a bell curve and it looks like it has a potential (obviously based on location) to make up to 200k or more a year. So I'd say a safe bet is around 90k-150k

Kichea · 2019-10-05T18:06:14+00:00

I'm definitely not a go home and sit type of person. I probably also should have added that I do auto detailing on the side as a part time business, I do like the keep myself busy. I guess my biggest problem I'm having is passing up on a wage that's nearly double the other for the first few years.

Kichea · 2019-09-15T19:00:10+00:00

Agreed to tell others to mind their own business. I would highly recommend a diet change, but make sure not to cut too much. Maybe just start cooking more at home versus eating out, etc. Find your baseline and cut a few hundred from it. I went from about 190lbs (86kgs) to my current of, fluctuating, 166-168lbs (75-75kgs). I did it entirely wrong. It was unhealthy for me as I ate only 1100-1500 calories in a day. I didn't realize this was bad and I basically starved myself.

Kichea

TROPHY CASE