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Winter enjoying the beautiful summer day!!
A very cute couch potato

Freshly groomed and feeling fine !

So help me god through this sickness
Additional Posts in Financial Advisors
Booyahh, landed hedge fund number 2 for IPOs.
Best technology to use that LPL has?
I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.
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$20mm of New Assets, $1mm gross production
Yeah, I see what you’re saying. There’s some insurance business in there that’s not factored in, but I didn’t really even spend that much time thinking about it. Basically I went off last year’s increase of $150k with $20mm new assets ($16mm net) and carried that forward. A little market growth is assumed in that too.
To leverage at least 12 closed referrals from existing clients and COI’s, maintain 100% retention rate, perfect my client review experience, write at least one blog per month, get my daughter through her junior high school year, get my vaccine and take a real vacation.
To crush the S&P by 20%
16mm new assets, 550k+ in Gross Revenue.
Figure out prospecting in a virtual world.
Coach
$50mm net new assets and 20% growth in production.
Continuation of Advisors building deeper relationships has been the success to asset growth in this pandemic world. We use some metric based goals but they are reliant on a market that is currently unstable for the near future.
I want to grow my new business partner's production by 20%.
10mm in net new assets. Grow revenue by 18%.