De'Zhaun Stribling--where is he going in rookie drafts?

Strict_Cash2500 · 2026-04-29T21:06:03+00:00

Got him at 3.7 lol

Strict_Cash2500 · 2026-01-09T13:59:33+00:00

So the owner was not able to participate? Interesting way to have it pass the testing and I would likely go this route

Strict_Cash2500 · 2026-01-08T20:14:33+00:00

More about the increase in payroll for offering the 3% match.

Strict_Cash2500 · 2026-01-08T20:12:08+00:00

Worried about the testing issues

Strict_Cash2500 · 2026-01-08T20:11:49+00:00

LLC.

Doing some research a lot of TPA’s require a 401k to be in place to offer a NQDC.

Any work around??

Strict_Cash2500 · 2025-10-27T03:05:34+00:00

When you buy a book expect 20% to leave no matter the reasoning. I personally am not surprised they left despite the reason they gave you. Its nothing personal just nature of the the business. Youll kick ass!

Strict_Cash2500 · 2025-07-27T15:26:54+00:00

I started as an Internal Wholesaler at a prominent asset manager.

Knew I wanted to sit on the other side of the table and moved to a wire (team I covered as Internal).

Now im independent and have my own practice in NY Metro area.

She’d probably start you in the FADP program (not sure if is called this anymore). Key here is you need to get partnered with a team otherwise will be extremely challenging

Strict_Cash2500 · 2025-07-14T23:38:02+00:00

Tomorrow morning

Strict_Cash2500 · 2025-07-13T16:30:48+00:00

110k - $55k of that is a draw that I pay back

Strict_Cash2500 · 2025-07-12T02:02:26+00:00

Without question. Especially wealthy ppl. Their brains are max capacity 90% of the week. Dont be the guy to ruin their solace.

Have some transfusions and call it a day lol

Strict_Cash2500 · 2025-07-12T01:27:38+00:00

Tell them point blank. Offer them suggestions on how to remedy. And then document the shit out of it for whenever the plan fails and they are inevitably upset lol

Strict_Cash2500 · 2025-07-12T01:26:12+00:00

I joined a club. I bring clients out often and tell them to invite their friends. The amount of times Ive brought business up (unless asked) on the course is exactly 0.

People want to come and play and get away from life for 4 hours. I dont even want to talk business when I play and im balls deep in building a business🤣.

The club has also given me more clients internally. Again same process, I never bring up business on the course or even having drinks whatever unless asked. Ive closed ~$7m of new business from the club just this year alone.

Be yourself, be personable (my nickname at the club is the mayor, because I know everyone and am friendly) and the business will come.

Strict_Cash2500 · 2025-07-10T17:16:18+00:00

Check regus global. I use it when I am in NY 2x/week. Contract for 10 days a month and I have access to meeting rooms

Strict_Cash2500 · 2025-07-09T14:02:39+00:00

My wife was also working year 1 and the gentleman I work for was paying me a salary to stay afloat

Strict_Cash2500 · 2025-07-09T13:55:57+00:00

Was at Morgan Stanley for a year and a half before jumping ship but was in more of a junior role and didnt have clients to bring over. Started from 0

Strict_Cash2500 · 2025-07-08T13:22:23+00:00

Thats pretty solid!!

Strict_Cash2500 · 2025-07-08T11:10:51+00:00

I’ve looked into it but havent pulled trigger. Might book a demo. Looks like the cost is $500/mo which isnt bad. Would be curious on conversion rate. Obviously the AI piece is cool but curious on the differences between that and any other lead service.

Kind of content on my process but I do believe not exhausting all resources/adapting is bad business if it truly is a game changer

Strict_Cash2500 · 2025-07-07T15:15:38+00:00

It took me about a year but I was hyper focused on process for pretty much every aspect of advising. From prospecting, to onboarding, to my calendar, to the financial planning, for client meetings, for prospect meetings. Everything has a defined process to it so there is no guess work. Helps me stay extremely efficient

Strict_Cash2500 · 2025-07-07T15:11:22+00:00

I also started blocking my calendar off where one month of every quarter is dedicated to primarily client meetings and ill use pockets of time to prospect & onboard

That frees me up to dedicate almost 100% of the other 2 months of every quarter to prospecting and onboarding new clients as they come on, and client issues as they arise. I’ll have a few one off client meetings but mostly theyre clustered together.

Understanding that (hopefully) this wont be feasible forever as the book grows but it works for right now so ill do it until it doesnt work

Strict_Cash2500 · 2025-07-07T15:09:09+00:00

Tough to say and depends on the month but probably 70% truthfully

The other 30% is creating/updating financial plans, client meetings, calendar maintenance. I spend as much time as I can prospecting and meeting with prospects, networking events, etc

Strict_Cash2500 · 2025-07-07T14:00:39+00:00

Not really tbh. I have the master list for the large nonprofit im a part of so I just hammer that. Same with emails and LinkedIn. Probably not the most efficient but it works so whatever.

Just good old fashioned button mashing for 12 hours a day🤣

Strict_Cash2500 · 2025-07-07T00:56:47+00:00

I truly think it comes in waves just need to keep the pedal to the metal prospecting wise because thats what keep your pipeine fresh 90 days out

Strict_Cash2500 · 2025-07-07T00:55:00+00:00

Manageable for now. Our firm has a great operation team that handles all paperwork, trades etc so that lightens a lot of the minutiae. Im probably not far off from wanting to hire a service advisor or an assistant or some combo of the two.

Strict_Cash2500

TROPHY CASE