{ "media_type": "text", "post_content": "How are you guys preparing for next year? I'm thinking of of using Facebook ads to generate seminar invites in hopes of replacing mailing. Doesn't cost much to try and see if I get any benefits", "post_id": "5a10695f1038793ce4fc3117", "reply_count": 5, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

How are you guys preparing for next year? I'm thinking of of using Facebook ads to generate seminar invites in hopes of replacing mailing. Doesn't cost much to try and see if I get any benefits

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I'm trying to get a six pack before summer, does that count for anything?

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I have enough verbal commitment from existing clients (mostly retiring and rolling over 401ks etc.) to get me to $47mm in 2017. My goal is to find another $3mm doing the same crap I already do (which is becoming hard to stay motivated for) to push me over $50mm

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I am focusing on moving more into the HNW world and have more face time with these people. I am going to fly to Texas with a group to take a look at some LPs that one of my clients operates in. I am going to try and focus on some more relationships in NYC that I have access to. Every year I try to A. Bring in $10mm net new - (the foundation of my business)B. Further my skilset (CFA for next few years) - (the foundation of my "brand" and value a)C. Focus on 1-2 new introductions to UHNW a year (the future of my business)

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I am starting from scratch and my goal is to bring in 8 million next year. How I plan to do that is a topic for another day

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What is the format of your typical seminar?

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