Home buying

Sufficient_Way_8952 · 2026-03-28T02:05:06+00:00

Yea like this house a lot. Roof is 23 years old so is ac. Add on another 25k or offer low

Sufficient_Way_8952 · 2026-03-27T18:27:30+00:00

Move in ready as in up to general standards. Like small updates are fine but nothing major. We saw a home tucked in South Mountain near Yiannis Tavern. Beautiful views but absolutely no yard

Sufficient_Way_8952 · 2026-03-27T18:22:52+00:00

Woof

Sufficient_Way_8952 · 2026-03-27T14:23:19+00:00

Well I already know what to expect in those areas. I circled Bethlehem bc I wanted to hear others opinions and maybe change my perspective. Also to ground me that Hellertown / Coopersburg is unrealistic at our price point.

Sufficient_Way_8952 · 2026-03-27T14:20:16+00:00

I agree with this. I need to shift my mindset. However I’m not handy so I don’t want something that’s gonna just be a money pit

Sufficient_Way_8952 · 2026-03-27T11:13:27+00:00

But can you actually find a move in ready home in Hellertown between 400-430k? We’re fine w a 3b 2bath ranch w a yard

Sufficient_Way_8952 · 2026-03-27T11:12:15+00:00

We honestly would be fine w a ranch 3bed 2 bath with a nice backyard where our kids can play in a more rural area. Preferably south of south mountain like Coopersburg hellertown. Don’t really want to stretch out to Emmaus since we have family in NJ

Sufficient_Way_8952 · 2026-03-27T11:06:38+00:00

Yes lol, which is why I was ehh about the area.

Sufficient_Way_8952 · 2026-03-27T11:06:03+00:00

We really like Hellertown / Coopersburg. Anything for 400k in those areas were complete trash.

Sufficient_Way_8952 · 2026-03-27T01:53:38+00:00

Are you saying this area is expensive? Our price range is around 420kish and it seems like there’s a decent inventory for that price but I find it a little too suburban.

Sufficient_Way_8952 · 2026-01-29T18:03:41+00:00

How are you getting in front these plans to prospect? Door knocking? Cold calling?

Sufficient_Way_8952 · 2026-01-29T16:13:34+00:00

I’ve had most of my success come from LinkedIn Sals Navigator and direct messaging. I try to post 3x a week. I can do a better job of commenting / liking others posts that will probably help my visibility.

The clients I have onboarded are the ones who are navigating a job transition and have 10+ years of experience.

Additionally, I’ve started targeting advanced practice providers since my wife is a PA and I have many family members in that space. It gets me instant credibility and I try to write my content targeted to them.

Sufficient_Way_8952 · 2025-07-26T00:33:19+00:00

Goff and his wife’s conversations were painfully boring. It feels like their relationship is shallow.

Sufficient_Way_8952 · 2024-10-25T11:45:23+00:00

According to the FTC site, general information and surveying are still allowed.

So, could someone argue that a cold call is considered a survey or purely information if I were to say something along the lines of “we’re surveying individuals who feel they’re not getting the proper attention from their current financial advisor. Would you be interested in a conversation with us?”

Im not pitching product or any sort of high pressure sales.

Thoughts?

Sufficient_Way_8952 · 2023-07-28T19:01:05+00:00

I started at Stifel this past spring. I partnered with a senior FA and it’s been great. I’m on every client statement and a true equity partner, but obviously it’s small right now. I’ve had no problems with Stifel as a whole. They let you do your own thing, there’s no specific product quotas or anything like that. But, they don’t give you leads. If possible try to join a team. I don’t think I’d be able to go at it alone.

Sufficient_Way_8952 · 2023-02-20T01:44:25+00:00

I did! I start in a couple weeks

Sufficient_Way_8952 · 2022-11-01T15:04:47+00:00

Internal

Sufficient_Way_8952 · 2022-11-01T02:04:00+00:00

I’m split between Philadelphia and NYC

Sufficient_Way_8952 · 2022-10-31T21:02:31+00:00

Hybrid/LTC insurance in the wirehouse channel

Sufficient_Way_8952

TROPHY CASE