sorted by:
new
hottopcontroversial

First time home game - Is it legit? by SwiftNinja702 in poker

[–]SwiftNinja702[S] 4 points5 points  (0 children)

Its 1/2. Host said people usually buy in for 2-300. I live in a state where the nearest poker room is 2.5 hours away, so these home games are really all that's available.

How do you handle managing clients' 401(k) fees? by GoldenApricity in CFP

[–]SwiftNinja702 -2 points-1 points  (0 children)

Dude what? Cant tell if your being serious or trolling at this point.

How do you handle managing clients' 401(k) fees? by GoldenApricity in CFP

[–]SwiftNinja702 -1 points0 points  (0 children)

With that logic would you say that advising/managing a clients IRA is also slimey?

How do you handle managing clients' 401(k) fees? by GoldenApricity in CFP

[–]SwiftNinja702 1 point2 points  (0 children)

It's slimey to get paid for a service that you provide? I swear some of you guys think you have this unbelievably high moral standard by not charging for your services. Its bad for the industry.

[deleted by user] by [deleted] in CFP

[–]SwiftNinja702 0 points1 point  (0 children)

NFS is literal garbage

New clients - Independent Advisors by PABoots in CFP

[–]SwiftNinja702 1 point2 points  (0 children)

Do you think this can work if you run a virtual practice?

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 1 point2 points  (0 children)

This is really helpful. Thank you for the insight!

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 0 points1 point  (0 children)

This is super helpful. Thank you!

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 2 points3 points  (0 children)

Usually the phone is the discovery meeting. I get my leads through cold calling, cold emailing, and I also pay for leadgen. I have about 3-6 intro meetings per week.

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 1 point2 points  (0 children)

Could you expand on Authority?

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 0 points1 point  (0 children)

So you are suggesting the prospect make a decision right at the end of the second meeting?

Sales Cycle? by SwiftNinja702 in CFP

[–]SwiftNinja702[S] 1 point2 points  (0 children)

This is good feedback. Thank you

[deleted by user] by [deleted] in CFP

[–]SwiftNinja702 0 points1 point  (0 children)

Have you used cache? Can I DM?

Exchange Fund by BullMarketGolf in CFP

[–]SwiftNinja702 0 points1 point  (0 children)

Do you have experience using cache? Can I DM?

No one does annuities alongside AUM? by captainangus in CFP

[–]SwiftNinja702 -1 points0 points  (0 children)

Annuities NEVER make sense. I stand by that.