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Financial svcs companies slogans Commented on: 1 week ago (May 18, 2015)

Any insurance company: "Send us your relatives."

Responding to the Do It yourself (DIY), passive, anti-fee investor Commented on: 6 weeks ago (April 14, 2015)

floatingdoc wrote:
you LOSERS remind me of why I am a boglehead. As I let sharks like you all swim by I just crossed 2.5M

...

Branching into Financial Planning Commented on: 6 weeks ago (April 14, 2015)

The more independent the BD is, the less training they'll offer. Firms like an LPL are more set up for established advisors.

The banks and wire houses tend to have the more formal training...

POA/PMDs: Where Are They Now? Commented on: 10 weeks ago (March 12, 2015)

The "best time" bell is rung right before the "bull market" bell is rung.

Everyone knows that!

The Best Niche Market for 2015? Commented on: 10 weeks ago (March 12, 2015)

What do you know about the field? An engineer isnt going to give you the time of day if you just show up and have zero knowledge of te industry.

What is the best path for young wannabe? Commented on: 10 weeks ago (March 12, 2015)

I like the idea of going to school to obtain the degree. I was just interviewing students at Texas Tech (they are other schools as well) but they come out with a good understanding of the FP...

Linkedin Prospecting? Commented on: 12 weeks ago (March 4, 2015)

Never received a lead from any social media. That said, I have an active page but its more for branding than marketing.

Good luck. Best career on the planet!!!

Best Monthly Income Investment? Commented on: 12 weeks ago (March 4, 2015)

Watch out for leverage.

Fund Company Support Commented on: 12 weeks ago (March 4, 2015)

What do you define as support. Money or marketing?

Your number one challenge Commented on: 13 weeks ago (February 24, 2015)

Time management.

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