Sorry, I meant June 17th, June 20th, July 23rd etc. not June. See there is the problem. They tell you the “glitch” is thr last three days didnt show, but it is truly that they are going to pick your plans apart and pay you what only THEY can justify. It amazes me how much you guys still “believe” when corporate tells you something. Get to the bottom of it. I would plan on 70% of what you were hoping in Forefront because they are going to rip plans apart

If you did the plans correctly you have nothing to worry about. You will be paid what is due. If you have a discrepancy you can dispute and still get paid Sept 15. I spoke with the Natl sales internal for my region and in no way shape or form will they not be paying. The guys that have issues jammed in all their plans in the last week and they didnt do any customization what so ever. Then you have the guys that deactivated the plan of records right after the snapshot. Of course their plans will be flagged. That was just a stupid thing to do. The reason the payment is Sept 15 is because it will coincide with regular monthly pay. It was far easier for them to process this way as opposed to off cycle pay date. If you have direct deposit it will be deposited accordingly with your regular pay. Do the plans correctly you will get paid and you may very well get new biz as a result. At the very least you will have communication with your client and they will appreciate that.  So stop riling up people on here with this nonsense of not paying. It is true that the snapshot did not capture plans done the last several days in the month. This will be rectified before an official report issued to the FA. The managers have a spreadsheet with the initial numbers (though they will not include the plans not captured). 

[quote=iceco1d]

Just curious…but what is “Forefront” all about?  I know you guys have to do some type of plans in order to get a bonus…and this is somehow in lieu of retention? 

Sorry, I meant June 17th, June 20th, July 23rd etc. not June. See there is the problem. They tell you the “glitch” is thr last three days didnt show, but it is truly that they are going to pick your plans apart and pay you what only THEY can justify. It amazes me how much you guys still “believe” when corporate tells you something. Get to the bottom of it. I would plan on 70% of what you were hoping in Forefront because they are going to rip plans apart

he other 10% there will be a conversation between FA and BM.
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So my manager will have to discuss say …probably over 1000 plans in my group for round 1 ??? Please. Nonsense. 90% plans bad??? BS. I got over 250 plans done since they came out with Envision 4 or 5 yrs ago?. I have a hard time believing 90% bad. Maybe 50%. Whats next, every client will have to implement all recs in order to get paid?

[quote=3rd ID]he other 10% there will be a conversation between FA and BM.
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So my manager will have to discuss say …probably over 1000 plans in my group for round 1 ??? Please. Nonsense. 90% plans bad??? BS. I got over 250 plans done since they came out with Envision 4 or 5 yrs ago?. Any problems here and its BYE BYE.

[/quote]
Calm down, you miss read.

"Looks like 90% of plans done are NOT questionable. The other 10% there
will be a conversation between FA and BM. If FA can justify plan as
stands then will be paid in round one. If not then FA can adjust for
next round."

I’m sure that the 10%(around) are not per branch. We all know there are probally some lame FA’s that have a 50% error rate. LOL!! Las Vegas office would be a guess knowing the manager!! ROFLMAO!!

Calm down, you miss read.
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Geesh. My bad. Sorry bout that. 90% is great. Probably best for me to stay off here till this is over. LOL.

Want to post a a thread on this message board that will be guaranteed to be the shortest in its history?

Start a thread titled “People who trust Danny Ludeman”

Today was the news that I was hoping this ridicolous brokerage firm wouldn’t stoop to. They have now changed the rules like every skeptic thought. What a joke this firm has become. I have been here a long time but the writing on the wall is clear and the exodus is coming.

What’s the news? I didn’t hear any

On the ISG conference call today Our ridicolous leader stated that we all have to meet with our regional managers to go through all our plans and see if they are truly ready for submission. I thought making them plans of record and agreeing to a service committment was stating this. SHe kept saying its no big deal and you can all get the money in December after he second snapshot. This was after she said how suprised the firm was on how many advisors did plans and the number was 30-40% more then they expected. Which explains why they want to push payments out as far as possible. This just proves that the nasty day in late february when Wells said f*** you Danny to retention that the only way to save the mass exodus was to put this ridicolous forefront plan out there with no intention of paying. Again delaying the inevitable that this firm has egg on its self over and over again.

I was if this will apply to pcg?

[quote=mikehunt]

On the ISG conference call today Our ridicolous leader stated that we all have to meet with our regional managers to go through all our plans and see if they are truly ready for submission. I thought making them plans of record and agreeing to a service committment was stating this. SHe kept saying its no big deal and you can all get the money in December after he second snapshot. This was after she said how suprised the firm was on how many advisors did plans and the number was 30-40% more then they expected. Which explains why they want to push payments out as far as possible. This just proves that the nasty day in late february when Wells said f*** you Danny to retention that the only way to save the mass exodus was to put this ridicolous forefront plan out there with no intention of paying. Again delaying the inevitable that this firm has egg on its self over and over again.

[quote=scotsman]

I was if this will apply to pcg?

Correct me if I am wrong but when you make a plan the plan of record
doesn’t the client get a letter with a scaled down version of the
report?  Therefore,  the client would know if we just made up a the
numbers
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Your not wrong. You do the plan. You make it a POR. Client gets a letter. If I didn’t do the report in person, I sent the full blown client presentation to the client asking them to call me to discuss the analysis in detail. I dont know what more I can do to validate the plan. I did my part. They need to do theirs. I wonder what the reaction at natl sales has been to the conf call? They certainly never said you will sit with your manager and go over all your plans to justify them. I really dont care if thats the case. Im prepared to do just that. What I dont like is the changing of the rules midstream and the uncertainty of the whole thing. Just another aggravating distraction.

I was if this will apply to pcg?

If you did the plans correctly, and met with your clients, you’ll get paid.