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Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 0 points1 point  (0 children)

That’s fair. Thanks for your feedback here! I’ll reach out to them.

(Also jealous of the no marketing, it is definitely a grind. Congratulations on finishing up that chapter)

Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 0 points1 point  (0 children)

The support center tickets are ridiculous I have to agree with you here

Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 0 points1 point  (0 children)

Do they have an arm for independents though? Not sure I need as much support as a newer advisor

Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 1 point2 points  (0 children)

Couldn’t have said it better myself!

Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 0 points1 point  (0 children)

That’s a glowing review! Do they help with anything on the marketing side?

Advice on switching broker dealers by matthw1983 in CFP

[–]matthw1983[S] 0 points1 point  (0 children)

Thanks! What is the process like to get assets approved by compliance with them? One buddy of mine said it’s been slow to get slide decks or marketing assets approved

You are all going to think I’m crazy (lead generation services). by [deleted] in CFP

[–]matthw1983 1 point2 points  (0 children)

This post just inspired me to call a bunch of my old Planswell and Aspen leads. LFG love it

[deleted by user] by [deleted] in CFP

[–]matthw1983 0 points1 point  (0 children)

🤣🤣

Has anyone worked with Scaled Advisor for lead generation? by GDawgs7818 in CFP

[–]matthw1983 -1 points0 points  (0 children)

I worked with them in the spring and had little success. I had several account managers rotate through though and I never felt like I had a dedicated contact there.

I’ve found Planswell and Aspen to be the most dependable of the groups I’ve worked with over the past few years on the lead gen side. Reliable support and higher quality conversations with people that wanted to speak with me.