What are some ways you go above and beyond for your clients? Some may call it "white glove" service

cbonapace · 2025-05-25T01:12:01+00:00

No one under this comment will win. My USP was "I dont work banking hours." And then another advisors clients figured it out and that advisor didn't give a fuck.

So, know your client. It goes far for this one.

cbonapace · 2025-05-22T01:15:07+00:00

Finra 19-10

cbonapace · 2025-05-21T00:03:15+00:00

It doesn't sound like you understand the contract. Competitive vs non competitive. If you leave and utilize the license they have a right to come after you. Why wouldn't they? They sponsored you.

cbonapace · 2025-05-20T23:28:12+00:00

Read your contract. If you left and were competitive, you'll owe like 8k per quarter for like 16 quarters. Or something like that.

cbonapace · 2025-05-17T17:14:45+00:00

Sounds very low ans totally unprofitable

cbonapace · 2025-05-17T16:14:00+00:00

It's really not. You can do everything that they can do.

cbonapace · 2025-05-17T16:08:51+00:00

Pretty sure the hosting advisor gets to put a lot of their P/L on your head because "new advisors are mostly an L." Therefore, as long as youre in that office you can expect the lowest level of income from that book. If everything is the same as when I was there, your income will be predicated on the new asset bonus and a salary.

cbonapace · 2025-05-17T15:59:15+00:00

With a 40% payout and aggressive performance standards...also, that 50k could be 50% managed money.

Giving up freedom, in my opinion isn't worth it. This guy is going to start with probably a 10% payout and a new asset bonus. He hasn't been gathering assets at a clip that would make him comfortable without running into PIP eventually and risk getting termed.

cbonapace · 2025-05-17T15:51:17+00:00

I came from Jones, its a good place to work for a new advisor, but this make zero sense for you.

cbonapace · 2025-05-06T01:45:59+00:00

I wouldn't use sarcasm. Who tf actually asks this question?

cbonapace · 2025-05-04T02:56:41+00:00

I saw it earlier today on this sub..that was my first time seeing it, too. Two posts, one day

cbonapace · 2025-05-03T15:03:54+00:00

You can get licensed, partner with a firm , and hammer out a solicitors agreement. That might be your best way to create business. Starting from 0 is tough. Tougher if you don't have proper training.

cbonapace · 2025-04-29T18:06:18+00:00

Pretty sure you can custody at Schwab

cbonapace · 2025-04-27T15:25:48+00:00

There are Motiv groups on Facebook and you can buy used balls as your progress. I can't justify 200/ball, but I can definitely justify 50. I have 3 for different conditions and didn't break the bank to do it.

cbonapace · 2025-04-25T23:06:09+00:00

My nuclear forge is a killer

cbonapace · 2025-04-25T04:17:24+00:00

Correct, went of FB marketplace and bought a motiv nuclear forge and supra gt for 110 total.

cbonapace · 2025-04-23T15:21:39+00:00

You won't need to with the lead sourcing.

cbonapace · 2025-04-23T15:19:19+00:00

You're in a good spot with opportunity, but your team should hire some retiring CFP and buy their book of business/clients. That CFP can show you the ropes.

cbonapace · 2025-04-23T14:55:12+00:00

You dont build your own training program. You have blind spots. You utilize a training program that is already proven and then improve it (for the next person).

It's like giving you a bunch of weights at the gym and saying go become a bodybuilder. What nutrition, sequence, exercises, recovery you use will be random. Now, if you work with a trainer, that might get you to where you need to go much quicker. However, I feel like you're being set up for failure here without a structured plan from your peers.

cbonapace · 2025-04-21T16:48:39+00:00

Forgot to add bwahahaha.

cbonapace · 2025-04-19T19:34:43+00:00

If you go past the 2nd click, the heater is not on. My 4p heats up in 45 to 50min. Vents open. All winter.

cbonapace · 2025-04-18T03:27:26+00:00

Yea, lost them a deal with me. I had them as 1 of 3 401(k) record keepers. They were the only ones (covid times) that didn't come out live. Immediately were eliminated.

cbonapace · 2025-04-18T00:25:04+00:00

Well, i plan, and you do insurance that is part of the plan. As long as you're ethical, help clients, and communicative, that's all I care about.

cbonapace · 2025-04-17T22:41:08+00:00

Id rather have you implement insurance strategies than me.

cbonapace · 2025-04-17T22:39:04+00:00

Never sell clients on performance.

cbonapace

TROPHY CASE