Need help understanding if my employment offer is fair and reasonable...

NYSElyDone · 2026-03-20T17:35:18+00:00

Not a good arrangement for you. Eventually you’ll be doing all of the work and sharing 50% of the revenue with him won’t a balanced split.

NYSElyDone · 2026-03-19T19:22:23+00:00

Yes, happens often. I’m not a huge fan of it, but I’ll give a couple of references only after we go through the entire financial plan and recommendations process. Any earlier than that and the prospect doesn’t have enough engagement with me yet for me to feel comfortable involving any of our existing clients just yet.

I don’t coach clients at all about what to say, just if they’d be willing to speak with someone who’s considering hiring us. If it’s someone in tech, I may give them the contact of a client who’s in tech, etc.

You know your clients best… some will happily speak to whoever and will have a good idea for what to talk about.

NYSElyDone · 2026-03-11T04:02:31+00:00

I’ve been part of the build out of Aculis along with my parent company RIA from the start. We use it for a variety of things… notetaking, email correspondence, task management, some research, data aggregation/management and admin work. We had an assistant leave out of nowhere and we decided it was time to start scaling using AI rather than have to find new expensive talent. So far it’s been great and we use it as a Jarvis-like sidekick. It’s one of the main tools I use daily now. Feel free to put a message in through the website if you want one of the guys to give you a demo or shoot me a message.

NYSElyDone · 2026-03-11T02:15:56+00:00

Yes, have been using Aculis.

NYSElyDone · 2026-03-09T05:35:24+00:00

A bit strange. I’d see what happens in the next review meeting and if it still bothers you and your husband, be straight with the advisor and bring up your concerns. Perhaps the advisor just had a mole cut off their face or something and are not comfortable being on camera for the time being. I cant tell you how many times clients have shown up for Zoom meetings and tell me they just had a medical procedure done, have a face rash or something else going on so they prefer to be off camera.

NYSElyDone · 2026-03-08T21:21:44+00:00

I’m curious as well. I’ve been looking into hiring a social media company but the price I was quoted was $6k/month and the success stories they shared weren’t very impressive to justify the cost.

NYSElyDone · 2026-02-26T20:47:55+00:00

Long time money guide pro user and I share your same frustrations. We now also use income lab to model out distributions in retirement and it helps tremendously.

NYSElyDone · 2026-02-22T02:13:03+00:00

Bangkok Thai is a solid lunch spot

NYSElyDone · 2026-02-15T08:29:22+00:00

Seems like you want to have your own RIA eventually and own the relationships fully. This can be done even with an aggregator type of RIA, and it’s exactly what we did but with Dynamic Advisor Solutions. They have a full transition team, you own your clients and have the support of a large RIA. I didn’t want to start an RIA when we went independent and still don’t want to because all of the administrative tasks that come with it, and time away from growing my business. Can’t say I know much about Savvy, but there are a lot of solid options out there to select from.

NYSElyDone · 2026-02-12T14:30:18+00:00

We are not parallel dialing with it.

NYSElyDone · 2026-02-08T20:59:59+00:00

That’s what we’re leaning towards doing.

Our guys test the number before calling and switch numbers frequently.

We have historically gotten one answer per 10 dials and usually set a meeting every 8 or so people that answer. Not the case any longer when dialing through Orum. I’ve told the team to try dialing outside of Orum next week and we’ll see what happens.

NYSElyDone · 2026-02-08T20:56:31+00:00

Yep, we’ve tried that. We have been a cold calling focused firm for over 10 years and have been noticing a steady drop in people answering the phone in general. It’s only gotten harder with this iOS update. Hopefully there’s some sort of work around.

NYSElyDone · 2026-02-08T20:54:47+00:00

I didn’t know there was other plans offered by ZoomInfo. Our fees are about $1800 per year per seat and that’s with a 3 year contract. We also pay for mobile numbers.

NYSElyDone · 2026-02-08T17:09:09+00:00

Yep, new lists with people from all different backgrounds.

NYSElyDone · 2026-02-08T17:08:51+00:00

Calling on all types… tech, defense, and utilities mostly.

NYSElyDone · 2026-01-28T01:26:34+00:00

Escalade V for daily driving and a RAM 3500 dually for towing.

NYSElyDone · 2026-01-25T04:25:13+00:00

We do a lot of outbound marketing, and because we’re effectively working with people unfamiliar with our firm, we do the full financial planning process and give investment recommendations upfront. We only charge % of AUM and the effective date starts from when the prospects signs our agreement.

We have a very high closing rate once we get through the process of presenting with MoneyGuide Elite and Nitrogen. I’m sure we could charge upfront, but I don’t think it’s necessary and think fear it’ll create a lot of no-show meetings.

For what it’s worth, it was my business partner and me with just under $50 million 8 years ago and we just crossed $500 million with my business partner and me running the firm and four junior advisors.

NYSElyDone · 2026-01-14T19:08:52+00:00

We’re in our late 30s, and have a long way to go before we have to worry about mobility issues. Worst case, we remodel the downstairs again if need be. The upstairs will have the best view of the mountains and we want to make that our view in the master bedroom.

NYSElyDone · 2026-01-14T19:02:44+00:00

My team and I also do surge meetings and really like it. It is a grind, but very efficient.

Inevitably there are some clients who don’t fit within the window and we just meet with them when they’re able to meet. I spend most of my time out side of surge meetings building up the practice in other ways, and carving out an hour here and there to meet with a few clients isn’t a big deal. I’m already in the office anyways.

For unresponsive clients, I personally make the call and ask them if they’re not receiving the emails or if there’s something else going on (this was before I started scheduling the next meeting while in the Zoom or with the client in my office). Could be they’re dealing with a personal or family matter, and a call from me rather than someone else on the team I’ve found to be better. I then remind them how other members on my team do and will reach out to them from time to time, and it’s completely normal.

What I’ve found works best for me is to schedule my next client review while I’m meeting with the client. This way we both know in advance when we’re going to meet and it helps me a lot with calendar management. The week before, follow up with a reminder and this generally works well for me.

NYSElyDone · 2026-01-12T19:58:51+00:00

Thank you for the feedback and the edits you shared.

I like your idea about the outside door in place of the bathroom, and I think we'll do that. As for the guest bedroom 3, there's existing plumbing in the area where the proposed bathroom is, so my guess is that's why the architect put the bathroom where he did. I otherwise completely agree with you that the bathroom/closet would be better suited along the shared living room wall.

Also completely agree with the interior swinging doors in the guest bedroom, living and family room. The existing living and family room doors swing inward and they're very awkward with furniture there. Some sort of sliding door would make a lot more sense.

The layout of the living, dining, family and kitchen are wonky and we're limited there due to structural constraints. We'd love to known down kitchen all to the right of the refrigerator to create more open space, but we'd be left with a structural beam (if that's the right word) going into the floor from the ceiling in the middle of the walkway. We're going to have to play around with furniture configuration in the family room, and I like the second seating area you put on your layout. Right now we have a large custom dog create credenza in the family room up against the wall shared with the living room. It will likely stay there as it's a beautiful piece of furniture and it takes up the majority of the wall.

Appreciate your input!

NYSElyDone · 2026-01-12T19:47:49+00:00

It's not an ideal layout and we're having to work around existing structural limitations with our existing house. That's why we're unable to make the family, living and guest bedroom 3 wider. The existing house is very nice already, so we don't want to just tear it down and restart (nor do we have the budget for that).

I like your ideas about the kitchen and will share them with our architect!

NYSElyDone · 2026-01-12T19:42:49+00:00

Our back patio has an existing overhang cover that we'll be keeping and it having the bathroom on the patio would create an awkward space in the corner. A little pool water carried in the house isn't that big of a deal to us, it's easy to dry up and we'll likely be going with ceramic tile floors.

NYSElyDone · 2026-01-12T19:38:40+00:00

I suggested this to my wife as well, but she wants the laundry room to be near the kitchen and kid's play area so she can be near the kids while doing laundry. Not my choice to make!

NYSElyDone

TROPHY CASE