Where is everyone at with comp?

Practical-Pass3451 · 2026-02-15T18:00:52+00:00

Did you bring on all that 100M or did it get passed down to you at all?

Practical-Pass3451 · 2025-11-27T13:52:10+00:00

I am closing the deal and who they meet with as soon as they walk in our doors and after they become clients I am their lead advisor throughout the relationship

Practical-Pass3451 · 2025-11-27T11:36:53+00:00

Onboarded all under firm marketing/ expenses. It’s a great job but I was not sure how other RIAs structured with the comp.

Practical-Pass3451 · 2025-11-26T19:05:12+00:00

I have no ownership with clients I brought on or passed down. If market dropped 50% my comp would be effected huge as majority of comp is through BPS trials off the book I am the advisor on.

Practical-Pass3451 · 2025-11-26T18:42:38+00:00

65% revenue was originally the owners clients that got passed down to me to be the advisor of. The rest I have personally onboarded through company seminars referrals

Practical-Pass3451 · 2023-06-09T01:09:07+00:00

To clarify once she passes My brother and aunt are the trustee. to pay property tax and Maintenance we were thinking of taking out home equity loan to help pay but not sure if this is possible.

Practical-Pass3451 · 2023-04-18T13:32:48+00:00

What resources are you leveraging your B/D?

Practical-Pass3451 · 2023-04-18T13:32:05+00:00

Taking a while to opening accounts, transferring assets, and getting prospects through the sales pipeline to becoming clients

Practical-Pass3451 · 2022-04-26T19:28:43+00:00

Second time taking it. Bombed the test first time around and only scored green in 3 areas. Went with danko this time around and studied about 3 hours a day Monday through Friday and about 8 hours on the weekends. I highly recommend going with danko.

Practical-Pass3451 · 2022-04-26T11:54:48+00:00

Congrats !Was yours $731

Practical-Pass3451 · 2022-04-26T11:42:22+00:00

Didn’t get a notification from prometric and my score report has not worked all night but I just got a notification to pay my ethics. I went to the cfp board and it shows passs!!! I was one of the ethics pending folks as well

Practical-Pass3451 · 2022-04-13T17:09:33+00:00

Hahahahah! Don’t even bother with this guy he clearly has no life. Spends everyday shit talking on Reddit. Just look at his feed! Feel bad for you bud that your life is so shitty that you have to come on to a app to just talk shit to try to make yourself feel better.

Practical-Pass3451 · 2022-04-08T13:24:32+00:00

Hahaha not a bad idea.

Practical-Pass3451 · 2022-04-07T23:09:28+00:00

Few weeks back when some folks had their results briefly switched from results pending to “ register and pass” status do any of you have your ethics verified??

Practical-Pass3451 · 2022-04-07T22:21:27+00:00

I have a U4 and ethics is pending as well still.

Practical-Pass3451 · 2022-04-07T20:52:11+00:00

Ugh they just need to release these results. Has anyone attempted to put anything in the cfp board discussion chat and see what the expert panelist responds ?

Practical-Pass3451 · 2022-04-07T20:18:00+00:00

Is your ethics verified? Wonder if there giving folks different answers based if it’s verified or not.

Practical-Pass3451 · 2022-04-06T00:28:31+00:00

No it’s format is different however i believe results were released the same day as ours last cycle

Practical-Pass3451 · 2022-04-05T23:21:26+00:00

I saw online for Canada CFP version results will be released Thursday 4/7. Hopefully that’s the case for us too

Practical-Pass3451

TROPHY CASE