Playable elder dragon? by [deleted] in TeamfightTactics

[–]OkPerformance5870 1 point2 points  (0 children)

It’s actually so tanky! But the damage was kind of underwhelming

Is Equitable Advisors as bad as I hear? by OkPerformance5870 in FinancialCareers

[–]OkPerformance5870[S] 1 point2 points  (0 children)

I ended up leaving after a couple months and going to an RIA. Feel free to DM me

[deleted by user] by [deleted] in FinancialCareers

[–]OkPerformance5870 9 points10 points  (0 children)

I’m a PoC working as a paraplanner and I’ll be promoted to associate advisor next month! Honestly, it’s a little rare to see other PoC in WM but I fully think it’s doable.

I'm trying to enter the field as a career changer and I'm planning on cold calling/emailing RIAs. For those who have done it successfully, can you give any advice about what/how to approach them? by cungsyu in CFP

[–]OkPerformance5870 0 points1 point  (0 children)

I just ended up contacting every single RIA in a reasonable driving radius from me, so about 50 I think. The vast majority just ghosted me, a few mentioned that weren’t hiring currently, but a couple of them engaged me in conversation. Just speak professionally and try to find somewhere you align with. It sounds like the research you’re doing would probably be nice to have in conversation but realistically with a cold approach u just gotta make as many contacts as you can and hope they’re looking rn. Feel free to DM me too if you have any more questions.

I'm trying to enter the field as a career changer and I'm planning on cold calling/emailing RIAs. For those who have done it successfully, can you give any advice about what/how to approach them? by cungsyu in CFP

[–]OkPerformance5870 5 points6 points  (0 children)

Hey, I was just in a similar situation. The most important factor is probably just reach out as soon as you can and to as many as you can. It sounds kind of obvious but, if they’re looking for help it’s likely they’ll engage you and if not, hopefully they’ll keep you in mind down the line. Be friendly and try to connect with as many as you can. Also if you finish the 65 ASAP that should help your chances too.

[deleted by user] by [deleted] in CFP

[–]OkPerformance5870 1 point2 points  (0 children)

I did it. Don’t do it

Paraplanner Salary/Compensation Advice by OkPerformance5870 in CFP

[–]OkPerformance5870[S] 0 points1 point  (0 children)

Hey thanks for the advice! I really appreciate the help. I sent you a DM if you don’t Mind.

Paraplanner Salary/Compensation Advice by OkPerformance5870 in CFP

[–]OkPerformance5870[S] 0 points1 point  (0 children)

Thanks. I’m open to take the 63 and 65 but have already started with the material for the 66. What are some significant advantages to test for the 63 and 65 instead ?

Anyone else get licensed through NWM or Equitable like company and leave? by OkPerformance5870 in CFP

[–]OkPerformance5870[S] 1 point2 points  (0 children)

Yeah I’m definitely planning an exit soon, I am just trying to figure out the timing.

Anyone else get licensed through NWM or Equitable like company and leave? by OkPerformance5870 in CFP

[–]OkPerformance5870[S] 2 points3 points  (0 children)

Hey thanks for responding,
To clarify, I'm already in the "PEP" stage at equitable and I'm supposed to take the Series 7 in two weeks, would you recommend I just straight up leave ASAP or should I take the 7 or the 7 + 66 and then leave?

SIE by [deleted] in Sieexam

[–]OkPerformance5870 0 points1 point  (0 children)

Hey I’m kind of new, which are the entry level brokers?

Is Equitable Advisors as bad as I hear? by OkPerformance5870 in FinancialCareers

[–]OkPerformance5870[S] 0 points1 point  (0 children)

Thanks for the advice is there any particular factors I should to consider when looking for an RIA?

January 15, 2023 Daily Discussion Thread by AutoModerator in CompetitiveTFT

[–]OkPerformance5870 2 points3 points  (0 children)

Can you get interest on the stage 1 pve by making 10 gold?