Intro Bintro

[J-Ram]

1. Indy BD
2. Paraplanner in transition role to Financial Advisor
3. 2 years
4. AUM n/a
5. Trailing 12 n/a
6. A pint of motivation with a shot of honesty.
7. My achille's hill throughout life has been my shortage of confidence, and I view succeeding in this career is a path to doing the right thing for myself and everyone in my life.

[Wet Blanket]

Why are you moving to an advisor role?

[J-Ram]

I love personal finance, client interaction, building relationships, and that's where the most value is created.

Actually see myself in a dual role as an advisor and a teacher/instructor.

[Maud'Dib]

1. Indy BD
2. Paraplanner in transition role to Financial Advisor
3. 2 years
4. AUM n/a
5. Trailing 12 n/a
6. A pint of motivation with a shot of honesty.
7. My achille's hill throughout life has been my shortage of confidence, and I view succeeding in this career is a path to doing the right thing for myself and everyone in my life.

Achille's hill is one of the toughest hills to climb in life.

[J-Ram]

Achille's hill is one of the toughest hills to climb in life.

Everybody's got one or two. Too many of us resign to hobbling around.