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Got the call…

Anyone from Uber can refer me ?
Additional Posts in Financial Advisors
Has anyone built a Client Advisory Board?
And another one bites the dust
Has anyone set up a template follow-up email?
When was the last time you felt truly happy?
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I hope I’m not superficial…. I feel like I have the best job in the world… I get to help my clients, my team and my community.
I am active in local groups supporting the community such as Rotary, the tourism committee, festivals and the food bank. Additionally we give generous donations such as buying all the turkeys needed for the Thanksgiving baskets, annual donations to all the animal rescues in town and to go fund me projects as asked. We also help several local non profits with their 990’s
I definitely love to talk with you. I thought the same thing at times
Mentor
Yes, there are definitely superficial FAs and clients and a lot of keeping up with the Joneses.
Kardashians, brother! Kardashians. The Joneses ain’t cool anymore.
FAs by nature are ego maniacs. I’m glad I don’t have to interact with my fellow peers very often as the self centered behaviors begin to rub off on me.
Bowl Leader
Interesting question. I’ve asked myself this many times, as in my personal life I value things that are sometimes at odds with the industry as a whole. There are some great people but it can be easy to lose yourself in it.
Amen…..unfortunately as human beings we have a tendency to often miss the mark.
Yes
Superficial or self absorbed assholes? We’re all self absorbed assholes…that’s what makes us successful. 😂😂😂… joking. Kind of.
Speak for your self. I’m a really nice guy.