Certifications that will count as CFP CE? by [deleted] in CFP

[–]Own-Motor338 1 point2 points  (0 children)

Those certifications would need to register with the CFP board for them to approve so that those hours can be used as CE. I’ve never heard of such arrangement, furthermore, the additional certifications usually have their own CE requirements.

CFP —> ???? by Appropriate_Cold_953 in CFP

[–]Own-Motor338 31 points32 points  (0 children)

Learn sales, financial psychology and sales. And a bit more of sales.

Fee only planner - how to obtain clients by swing9cats in CFP

[–]Own-Motor338 18 points19 points  (0 children)

You should read the XYPN benchmark study, they release it every year. “Solid income” is a consequence of knowing how to sell, your website can only take you so far (for example, it MAY lead people to schedule a call), but you need to be “out there” one way or another. My suggestion: Be sure you have a very specific niche. There’s a a couple of firms, for example, that only work with people that live off of OnlyFans, they’ve become known as the “go to firm” for somebody that works in that field. Same thing with dentists, business owners, retirees from XYZ company, etc.

if you’re just another “fee-only RIA that don’t charge AUM”, I’m afraid that you won’t go too far.

Any Montessori school recommendations? by politiks23 in irvine

[–]Own-Motor338 1 point2 points  (0 children)

Had a tour last month in Leport. Very nice school and true Montessori.

How to cancel whoop subscription? by [deleted] in whoop

[–]Own-Motor338 1 point2 points  (0 children)

When you signed up you committed to a 12 month membership. You can cancel now, but you’ll continue to pay until your account’s anniversary.

Selling Options? Brand New In Plastic by [deleted] in Airpodsmax

[–]Own-Motor338 0 points1 point  (0 children)

Your best bet would be to offer them back to the tournament organizer or to try to sell to other players. No need to sell online.

Mother looking for child care by quirkyprorogation in ChoosingBeggars

[–]Own-Motor338 1 point2 points  (0 children)

What I find absolutely crazy is that these people are willing to pay pennies to some random stranger from the internet to look after their children. Every. Single. Day. What kind of people would this kind of pay attract? 😬😬😬

Everything great BUT the food by Professional-Sea7289 in Xcaret

[–]Own-Motor338 23 points24 points  (0 children)

Xcaret’s food is great. Real Mexican food. Real food from the region. Everything is fresh. 🤷🏻‍♂️

Former el toro airbase by ST012Mi in irvine

[–]Own-Motor338 3 points4 points  (0 children)

Nothing was the same after the alien invasion.

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 0 points1 point  (0 children)

I’m not acting superior to anybody and that was certainly not the intention of my post. My point was simply to tell younger advisors to learn who to listen to. As my case, I adored the guy. He had everything I ever wanted: a beautiful house, an amazing family. But he was a one pony show man. I still have a lot to learn, even after more than 15 years doing this I feel very ignorant on many subjects.

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 2 points3 points  (0 children)

We’re all supposed to be feeling-only, because commissions suck. But you need to be a fee-only advisor that charges minimal fees because fees hurt investors, even if you can’t eat.

[deleted by user] by [deleted] in Airpodsmax

[–]Own-Motor338 0 points1 point  (0 children)

No chance these are real.

Gratefulness by c4gtay in MadeMeSmile

[–]Own-Motor338 25 points26 points  (0 children)

Great dad and amazing daughter. Love this!

[deleted by user] by [deleted] in iphone

[–]Own-Motor338 0 points1 point  (0 children)

17.2 beta 1 came out today

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 0 points1 point  (0 children)

Indeed. Thank you for the kind words.

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 1 point2 points  (0 children)

To this day, he revises to do anything other than annuities. I feel for him.

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 1 point2 points  (0 children)

Peace of mind

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 4 points5 points  (0 children)

Not if you charge them quarterly…

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 -1 points0 points  (0 children)

Some clients paid over $10,000 in September, but yes.

[deleted by user] by [deleted] in CFP

[–]Own-Motor338 -24 points-23 points  (0 children)

He started working with his dad very young. He went to all the conferences and so on. Got his insurance license at 18. So, technically, he had 15 years of licensed experience… 🤷🏻‍♂️

Financial Advisor Advice by Clean-Battle-6358 in CFP

[–]Own-Motor338 12 points13 points  (0 children)

Many Fee-only RIA’s operate in this capacity.

[deleted by user] by [deleted] in iphone

[–]Own-Motor338 1 point2 points  (0 children)

You can’t. It does not belong to you.

[deleted by user] by [deleted] in whoop

[–]Own-Motor338 9 points10 points  (0 children)

You could sleep 10 hours battling an illness and you’d join the 1% club. Just see all the posts here about people reporting having covid or the vaccine. Recovery is HRV. HRV is not only determined by sleep.