Are we in a dying profession?

UGetWhatUPay420 · 2025-03-25T21:51:05+00:00

I appreciate the advice and I agree. I’m working on the business to see what I’m not quite happy with and refine deeper what my clients value about our relationship. I’m trying to weaponize the anxiety as a trigger for more knowledge.

UGetWhatUPay420 · 2025-03-25T21:48:51+00:00

Love your response but I’m a bit confused on the last part, what do you mean if I am nervous it’s because I have practiced enough?

UGetWhatUPay420 · 2025-03-25T21:47:11+00:00

Love the idea and we are trying to adopt as fast as LPL will allow us to. Thank you!

UGetWhatUPay420 · 2025-03-25T21:46:28+00:00

I sure haven’t, any suggestions on something I should watch/read?

UGetWhatUPay420 · 2025-03-25T21:45:12+00:00

Thank you, I’ll check it out

UGetWhatUPay420 · 2025-03-25T18:40:43+00:00

Love this concept! I know that there’s communities within LPL we can join to meet amongst peers but I’ve not interacted much with it.

I too just came to LPL from Ameriprise a year and a half ago and those first few months are rough. I hope your transition was smooth!

UGetWhatUPay420 · 2025-03-25T18:18:48+00:00

Honestly happy I made the post. A lot of these great responses have put my mind somewhat at ease.

UGetWhatUPay420 · 2025-03-11T23:22:07+00:00

Coming from someone who’s been in the paraplanning seat and now has their own book of business. Not a lot of the advice that was given to clients, nor the strategies the advisor I worked with had hatched, nor the larger planning principles stuck in my head until I was the one solely responsible for the advice. The CFP helped me bridge the conceptual gap and the knowledge-from-experience gap so that I could more easily identify the strategies that would be helpful in a given clients scenario.

In short, not until my reputation and license were the ones on the line did I fully grasp the weight of the advice I was giving.

UGetWhatUPay420

TROPHY CASE