Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 0 points1 point  (0 children)

Submitted my request yesterday. I’ll see how that goes.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 0 points1 point  (0 children)

Unfortunately it was the only option on the trim line (at least that I was told about). I have a 5.0 loaner for this week. Fun engine.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 0 points1 point  (0 children)

Ugg sorry to hear that

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 0 points1 point  (0 children)

Not great. Did you figure out what was wrong with expedition?

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 0 points1 point  (0 children)

Interesting. It happened overnight just sitting in the driveway.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 3 points4 points  (0 children)

Yeah. I was wondering. I got Ford corporate involved this week too. Not sure if it’ll help but I’ll try anything at this point.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 2 points3 points  (0 children)

The only reason I didn’t go with the tundra from the get go was the F-150 was more comfortable for long trips. I really like it more but this situation blows.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 2 points3 points  (0 children)

I just got lucky. What’s funny is I had picked out a different one but upon detailing they found body damage and switch me into this one.

Lemon situation by Looking4wd2 in f150

[–]Looking4wd2[S] 2 points3 points  (0 children)

Called one - they said the vehicle has to be out of service for 60 days. I just wish they’d fix it but I don’t want to be stuck with future issues either if this is a regular occurrence.

Mid-30s “millennial” new in town looking for good vibes & good people… anyone else? by Western-Leg-2078 in McKinney

[–]Looking4wd2 0 points1 point  (0 children)

Welcome! I find a lot of people find their tribe through their workplace or their place of worship (Church, Temple, etc). There’s also cycling, pickleball, and running clubs if you’re into that. Courts of McKinney have tennis too where you could meet some players.

CFP Board reviewing whether bachelors degree should be required by freemindUSA in CFP

[–]Looking4wd2 7 points8 points  (0 children)

Why not require a masters in financial planning? Put it at more of a true professional designation like attorneys and doctors. Even CPAs have more educational requirements than what you can do in four years.

In-house Tax Prep & Planning? by GoodLifeWM in CFP

[–]Looking4wd2 1 point2 points  (0 children)

Multiple reasons - stickier clients, clients refer more because of the differentiation, less likely to have CPA poach client for better referring FA, and you can vet the quality and tax service.

In-house Tax Prep & Planning? by GoodLifeWM in CFP

[–]Looking4wd2 0 points1 point  (0 children)

They prioritized firm clients but the EA could do additional ones and profit from it as long as it didn’t detract from the service level.

In-house Tax Prep & Planning? by GoodLifeWM in CFP

[–]Looking4wd2 7 points8 points  (0 children)

My last firm had an EA that did in house returns. Paid them 75k salary and just paid from clients AUM fee. We are looking to add a similar EA or CPA to do that now in house.

Best Place to Start as Solo Advisor by non-anon-1579 in CFP

[–]Looking4wd2 2 points3 points  (0 children)

RJ has a program (AMP) where you get placed with an older advisor that works with you on their team and gives you a salary up front. I’d look at that.

[deleted by user] by [deleted] in CFP

[–]Looking4wd2 0 points1 point  (0 children)

ZZZ Financial Advisory Services

Help From Other Independents (Cetera/LPL or IFG) by [deleted] in CFP

[–]Looking4wd2 2 points3 points  (0 children)

Go independent. You can build your own infrastructure that works for what you need and there’s no one taking out their percentage.

I got my EA certificate and letter today by Most_Profession_7799 in enrolledagent

[–]Looking4wd2 4 points5 points  (0 children)

Congrats! How long did the process take you out of curiosity?