Forefront Commented on: 7 years ago (October 20, 2009)

"Envision", "Forefront" , Net Qualified HH", I thank GOd I don't work for a whoever U do...

Fees 4 small 401(k)? Commented on: 7 years ago (October 20, 2009)

Thanks for your input. My company wears two hats: asset mgt and investment banking. We are selling the company (private) to liquify the owners personal net worth which is locked up inside his...

Buying leads / psychology Commented on: 7 years ago (October 19, 2009)

Theres this real lead gebneration outfit thats called WISER ADVISOR. Their thing is to have a bunch of web sites with a button that ask 'TLK TO A FINANCIAL ADVISOR'. The button pusher fills out a...

Seminars and AUM? Commented on: 7 years ago (October 19, 2009)

I sent out about 600 eVites to a seminar with a more technical bent ("Using non-linear optimization for asymmetric asset return distributions" -- thats a joke). Exactly 2 people showed up -- yeah...

Going from a Protocol to Non Commented on: 7 years ago (May 28, 2009)

Y would anybody bring any clients to americrap???? in the first place???

Using Morningstar ratings? Commented on: 7 years ago (May 23, 2009)

thats called reversion to the mean and is well known among those of us who actually invest cclient $$$.

At a social gathering or party, what do you say... Commented on: 7 years ago (May 10, 2009)

Please, trying to gather assets at a social event is just completely inappropriate. How many doctors do you meet and they say "I'm a physician, a proctologist to be exact, and I specialize on that...

FHA LEADS NATIONWIDE Commented on: 7 years ago (April 7, 2009)

How come you can't flag something like this for removal like Craigs List?

BAI/ML FA's shared info Commented on: 7 years ago (April 7, 2009)

U work for a commercial bank!! Why in the world would you expect them to enable YOU to raise deposit liabilities for some other company? You have a duty to your employer, who has a duty to the...

Lincoln Financial Advisors (LFA) Commented on: 7 years ago (March 30, 2009)

the guys at Lincoln  don't wear shoes made of styrafoam and they have laces

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