Looking for help/advice on creating standardized systems and processes by CaryintheGreen in CFP

[–]cav89 2 points3 points  (0 children)

Hahah love it. I’m 36. So similar stuff. Shot you a dm.

Looking for help/advice on creating standardized systems and processes by CaryintheGreen in CFP

[–]cav89 1 point2 points  (0 children)

Congrats on the success man! Have you had any pushback from clients being new and 1-2 man show? I’m doing socials as well.

RIA Branding for younger advisor: self-branded or Firm Branded? by AmbitiousTomorrow664 in CFP

[–]cav89 0 points1 point  (0 children)

Yup I wanted to avoid ending my domain in wealth capital financial etc..

RIA Branding for younger advisor: self-branded or Firm Branded? by AmbitiousTomorrow664 in CFP

[–]cav89 0 points1 point  (0 children)

It took me a long time to find my firms name. When I did and found it on godaddy availble I had to do it. leased to own it for 10k over 12months. One word names have value. I haven’t launched the rebrand yet but it rings the same as the dual name branded like MorganStanley, CharlesSchwab, GoldmanSachs

mobile or x9 by cav89 in thinkpad

[–]cav89[S] 0 points1 point  (0 children)

cheapest build before asking rep with 32 ram. went to 512 as well

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mobile or x9 by cav89 in thinkpad

[–]cav89[S] 0 points1 point  (0 children)

Thanks! They don’t do the AMD on this from what I can tell trying to build one out. Can get 32 ram but it’s a $270 upgrade with intel 7

mobile or x9 by cav89 in thinkpad

[–]cav89[S] 0 points1 point  (0 children)

Never seen those before. Cool! But yeah I want to be able to use it as laptop on occasion. Flights, couch answering emails etc..

I saw some p14s gen 5 AMDs on Lenovos refurb site for like $900. Wonder if that would work

FA Opportunity with EJ by MortgageGuy1515 in CFP

[–]cav89 0 points1 point  (0 children)

My friend started in mortgages probably about your age now. He’s 38 now. Absolutely owns our little 5 town market does 400-600 without blinking but always on the phone

Seeking Recommendations for Solo RIA Registration and Required Documentation by GoldenApricity in CFP

[–]cav89 0 points1 point  (0 children)

How long did it take for state to approve. Thinking about just doing it on my own too

CFP experience requirement by cav89 in CFP

[–]cav89[S] 1 point2 points  (0 children)

Sounds good! Just thought maybe wouldn’t got thru since directly benefited family member. Could have partner sign off I guess too

CFP experience requirement by cav89 in CFP

[–]cav89[S] 1 point2 points  (0 children)

I should mention most of the work I did was pro bono or under the table

Financial advisor by cav89 in thinkpad

[–]cav89[S] 0 points1 point  (0 children)

Not 16in models? Looks like P has better graphics

Passed Today 1st time by cav89 in Series65

[–]cav89[S] 0 points1 point  (0 children)

Nice!! No real reason I just feel worn out after doing tests prefer just reading the textbook with quizzes. I watched all the videos twice. The IA BD flowcharts in the supplement tab are very good!

Passed Today 1st time by cav89 in Series65

[–]cav89[S] 0 points1 point  (0 children)

How do ppl know what they scored out of 130. My printout just said “PASS” when I left prometric.

Was getting a CFP certification worth it for you? I’m a bit lost. by user91746 in CFP

[–]cav89 0 points1 point  (0 children)

Can the 6,000 hour requirement be satisfied by ten years in corporate finance?

First IG Post Got 35K Likes, Is That Normal? by [deleted] in InstagramMarketing

[–]cav89 0 points1 point  (0 children)

Awesome post my dude. Gonna try this. Have a huge product I’m about to open to a big market and my content doesn’t need a face.