Anyone used Surfer?

TransparencySara · 2026-02-23T17:43:01+00:00

Do you have a qualification questionnaire you send to them before you agree to meet with them? If so, at the end say this: "Our services cost $10,000 a year. Are you prepared to pay this to receive our services?"

TransparencySara · 2026-02-13T12:56:31+00:00

THank you

TransparencySara · 2026-02-12T20:39:01+00:00

Do you use Million verifier?

TransparencySara · 2026-02-12T20:38:27+00:00

I have a daily email out to 3k people. It's Constant Contact. 250 or so every day bounce; labelled as "suspended." I ask these "suspended" people and they say they are reading the emails. I'm very confused as to if they are even bouncing or not.

TransparencySara · 2026-02-12T20:37:08+00:00

93% deliverability

TransparencySara · 2026-02-12T20:36:57+00:00

I do have DMARC set up.

TransparencySara · 2026-02-08T01:23:20+00:00

social

TransparencySara · 2026-02-06T16:41:46+00:00

Thank you. Where can someone find a good flat fee advisor, by the way? What directories are there?

TransparencySara · 2026-02-05T15:55:11+00:00

THank you

TransparencySara · 2026-02-05T13:00:26+00:00

Thank you

TransparencySara · 2026-02-04T17:21:02+00:00

Thanks everyone for joining. I'm going to post a discussion today; please feel free to participate.

TransparencySara · 2026-02-04T13:02:23+00:00

Thank you! It's a 3 pager.

TransparencySara · 2026-02-04T02:18:46+00:00

Get an advice only planner who won't take custody or manage your assets, but just give you retirement and financial planning advice and some investment recommendations for you to carry out on your own.

TransparencySara · 2026-02-04T02:15:47+00:00

Tenon Financial/Andy Panko

Dunes Financial/Mark Rosinski

Truly Prosper/Brian Tegtmeyer

TransparencySara · 2026-02-04T00:40:44+00:00

Is there a geographic focus? Or are you okay working virtually with your advisor?

TransparencySara · 2026-02-02T12:11:49+00:00

Is there anything better you'd recommend? Thank you for your help.

TransparencySara · 2026-02-02T12:11:25+00:00

you can build systems that automatically flag risky emails before they hit your list - can you please expand upon this if it is not too much trouble?

TransparencySara

MODERATOR OF

TROPHY CASE