1. Type of firm you are at: BD (1099)
2. Title: Financial Advisor / CFP
3. Years in role: 12 (2 as 1099, 10 as W2)
4. AUM (if applicable): $70M
5. Trailing 12 (if appliable): $450K
6. What you hope to get out of this forum: advice and growth. Learning more to be a better advisor and to be a better business owner.
7. Anything else you feel is relevant: I f'ing hate threads that start on one, real topic and get derailed by irrelevant posts.
(Never seen that here, though!)
Dean
Re-Intro: NotTheSmartestGuy (aka Dean Wormer)
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- Posts: 1
- Joined: Wed Apr 16, 2025 5:22 pm