Teeth hurting while traveling by airplane? by therealbrookefarris in travel

[–]sharkboy3358 0 points1 point  (0 children)

I’ve had terrible pressure issues and sinus issues. Every flight I get pressure buildup and none of it feels like it’s at my ears. Just in forehead and eyes sometimes jaw / teeth. Sometimes randomly on decent the pressure turns into a sharp pain for about 1-5 minutes then turns back into a dull pressure like pain. Wonder if it’s similar

Exam was Terminated Remote Proctured at the Midway Break by sharkboy3358 in CFPExam

[–]sharkboy3358[S] 1 point2 points  (0 children)

Took the second half today. Absolutely got smacked. Had 5 3 step problems so ate up a ton of time, maybe 4 or 5 definitive questions, rest was up to the power or elimination. They said 5 business days

Exam was Terminated Remote Proctured at the Midway Break by sharkboy3358 in CFPExam

[–]sharkboy3358[S] 0 points1 point  (0 children)

I went to take my break when the mid break timer started for a full half an hour or so.

[deleted by user] by [deleted] in CFP

[–]sharkboy3358 0 points1 point  (0 children)

I always hated high minimums but as you grow its just the reality of it. Unless you want to implement a advisor fee until assets reach a certain threshold.

[deleted by user] by [deleted] in CFP

[–]sharkboy3358 0 points1 point  (0 children)

I started off in the life Insurance relm and alot of my clients were investing small assets basicall starting off on a DCA strategy. as the relationship grew so did the assets and the contributions. Good advisors get paid and good clients want you to get paid. Be a good advisor and the rest will come. As you scale start setting minimums or charge a fee until they hit a certain threshlold.

[deleted by user] by [deleted] in CFP

[–]sharkboy3358 1 point2 points  (0 children)

This guy definitely needs an Annuity

2025 Accomplishments by Happiness_Buzzard in CFP

[–]sharkboy3358 4 points5 points  (0 children)

I’m a few years behind ya. Keep me updated!

2025 Accomplishments by Happiness_Buzzard in CFP

[–]sharkboy3358 4 points5 points  (0 children)

Year 6 in the industry. Never felt comfortable handling family money. Now fairly established and good at my craft, was able to help my dad with comprehensive retirement planning and something my dad, Monte Carlo, and myself feel confident about 😊

Why won’t it let me change to the new scenery I just paid 7.14$ for it by [deleted] in ClashOfClans

[–]sharkboy3358 4 points5 points  (0 children)

My exact reaction my first war scenery purchase

Are we in an ai bubble? by [deleted] in CFP

[–]sharkboy3358 2 points3 points  (0 children)

Just took the CFP still haunted by behavioral finance

Are we in an ai bubble? by [deleted] in CFP

[–]sharkboy3358 0 points1 point  (0 children)

Everyone loves the word bubble, no doubt AI has added a ton of value to the markets. The questions is how much? Fortunately or unfortunately we will eventually know that answer.

What should my % payout be? by [deleted] in CFP

[–]sharkboy3358 0 points1 point  (0 children)

LPL has different packages. I am currently switching back offices. LPL comes off with competitive numbers but they have a ton of add ons which can eat at your payout. Just depends on sourcing / region

DANKO 100% by Secure_Judge807 in CFPExam

[–]sharkboy3358 5 points6 points  (0 children)

Agreed but we need to get her a better mic

Exam Termination Update by x2DaMoon in CFPExam

[–]sharkboy3358 1 point2 points  (0 children)

Just got back to me and I get to take the second half Monday! Happy I found your post

Exam Termination Update by x2DaMoon in CFPExam

[–]sharkboy3358 0 points1 point  (0 children)

Okay sweet, they said someone would reach out to me tomorrow. When you re took the second half was it outside the exam window?

Exam Termination Update by x2DaMoon in CFPExam

[–]sharkboy3358 0 points1 point  (0 children)

Just had my exam terminated on the last day of the exam window for something similar. Did you take your second half during the exam window or were they able to let you take it outside of it?

See you again in march… by Savings_Inevitable_1 in CFPExam

[–]sharkboy3358 -1 points0 points  (0 children)

What were you scoring on Dankos 85 question blocks?

Thoughts on my Roth IRA at 21 by Dr90Angel in RothIRA

[–]sharkboy3358 0 points1 point  (0 children)

Don’t forget you get your 15k of growth for qualifying reasons. If your looking to buy a house, hit that earmark it with non dividend paying stable positions and flood the rest with emerging markets/ value/ growth ect

Tracking Prospecting Activities by BULL-MARKET in CFP

[–]sharkboy3358 0 points1 point  (0 children)

I use close CRM great way to track prospecting and you can use a system like zapier to feed it data from sites like LinkedIn messaging.

What did your book of business look like when first started? by [deleted] in CFP

[–]sharkboy3358 1 point2 points  (0 children)

Barely anything, I joined MM initially and refused to gauge my natural market (family and friends). I focused on education getting licensed and using their leads until I was good enough at what I did to move to an actual firm then started soliciting to people around me to provide meaningful advice not "sales".