[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[quote=Dirk Diggler]

[quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

Surgical Sales Manager: Wow! You only made $50,000 in your sales job last year? You must not be very good at selling! Would you mind if we only pay you $120,000 plus bonuses?

[/quote]

I am good at sales.  $5.3MM in net new assets all of which went into fee based (which you ed jones people wouldn't understand) inherited another 3MM in assets.  Not bad for a first year in production.  I offer to you to post your 12/31 paystub and numbers from last year.  I will post mine (a scanned copy).

[quote=mikebutler222]

[quote=cpafp].....that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves. [/quote]

I can understand you being frustrated and leaving the biz is a fine decision if that's what you want to do, however, you can't be serious with the above comment. If what you were providing really was prodiving a service that "anyone with 15 minutes per week and an internet connection could do themselves" it's no wonder you weren't successful.

Good luck in your next career.

[/quote]

Are you telling me that when you cold call or cold walk that people actually WANT to talk to you.  I think that you are lying!  If they do, then you have found the magic bullet so congrats.

[quote=cpafp][quote=mikebutler222]

[quote=cpafp].....that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves. [/quote]

I can understand you being frustrated and leaving the biz is a fine decision if that's what you want to do, however, you can't be serious with the above comment. If what you were providing really was prodiving a service that "anyone with 15 minutes per week and an internet connection could do themselves" it's no wonder you weren't successful.

Good luck in your next career.

[/quote]

Are you telling me that when you cold call or cold walk that people actually WANT to talk to you.  I think that you are lying!  If they do, then you have found the magic bullet so congrats.

[/quote]

My comment had nothing to do with cold walking or cold calling. No one likes that and I'm thrilled to be long past that part of the process.

It had to do with your comment that what you did for clients wasn't anything they couldn't do for themselves with an internet connection and 15 minutes a week. If that's what you provided, it's a wonder you lasted this long.

Again, good luck in your new career.

I think you’ll be as successful selling “surgical supplies” (i.e. bed pans) as you were selling financial services. Most CPAs can’t sell their way out of a paper bag. That explains your success so far. Sorry but true. As soon as your employer sees you missing quotas and sales goals you’ll likely be out on your ass. Good luck you’ll need it.

Respect is earned in this business, it took me 6 years to learn what this business is truly about.  Yes there are alot of idiots out there, thank our government for the ease of entry into our field.  After you grow your asset base and acquire the knowledge (the cfp helped me a ton), people will seek you out.

I don't prospect, I am respected by most.  I don't remember chasing anyone for business and I am making more and more money everytime I look at my paystub.

[quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[quote=cpafp][quote=mikebutler222]

[quote=cpafp].....that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves. [/quote]

I can understand you being frustrated and leaving the biz is a fine decision if that's what you want to do, however, you can't be serious with the above comment. If what you were providing really was prodiving a service that "anyone with 15 minutes per week and an internet connection could do themselves" it's no wonder you weren't successful.

Good luck in your next career.

[/quote]

Are you telling me that when you cold call or cold walk that people actually WANT to talk to you.  I think that you are lying!  If they do, then you have found the magic bullet so congrats.

[/quote]

I only spend time with people who WANT to talk and have a problem that they want fixed. What do YOU do, try to talk them into meeting with you? That is amateur hour, little man.

[quote=joedabrkr][quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[/quote]

you are wrong, I hit my training goals (I work for a wirehouse) and can substantiate it.  In fact I blew past my goals.  It is simply that I don't enjoy it.  I could stay in if I wanted, I just don't want to be a used car salesman which is what you all are.  Live with it, that is what you are.

[quote=ezmoney]I think you'll be as successful selling "surgical supplies" (i.e. bed pans) as you were selling financial services. Most CPAs can't sell their way out of a paper bag. That explains your success so far. Sorry but true. As soon as your employer sees you missing quotas and sales goals you'll likely be out on your ass. Good luck you'll need it.[/quote]

I will be just fine just as I have with everything I have done.  I am leaving this field by choice.

[quote=cpafp][quote=joedabrkr][quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[/quote]

you are wrong, I hit my training goals (I work for a wirehouse) and can substantiate it.  In fact I blew past my goals.  It is simply that I don't enjoy it.  I could stay in if I wanted, I just don't want to be a used car salesman which is what you all are.  Live with it, that is what you are.

[/quote]

I had almost 500,000 reasons to live with it last year. Many on this board make the same type of money. Somehow, it helps knowing that WE don't have to be used car BUYERS, like you.

[quote=cpafp][quote=joedabrkr][quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[/quote]

you are wrong, I hit my training goals (I work for a wirehouse) and can substantiate it.  In fact I blew past my goals.  It is simply that I don't enjoy it.  I could stay in if I wanted, I just don't want to be a used car salesman which is what you all are.  Live with it, that is what you are.

[/quote]

Wow....I say what I have to say and then bid you farewell, and you just keep on talking.  You don't get it do you?  You're dismissed.  You should move on since you're 'so much better' than any of us.

I'm really sorry that things didn't work out and that you didn't make enough money for all your hard work.  However, in this business you get paid for results, not for 'trying hard'.

So you've made your point that you blew away all your goals, you are 'choosing' to leave, and that you've been tremendously successful at everything you do.  If you're really so super why do you have to spend all your time telling us?  I bet you poop roses too, right?  By the way, most successful CPA's make a good living, too, so why aren't you doing that?

Whatever man....life is too short for me to waste another second toying with you.  Have a good life.  Move along.  I've had my fun and most likely I will not answer your silly retort where you tell me again how wonderful you are.

Now get back on the phone and sell some more of those knee joints, ok?

[quote=Dirk Diggler][quote=cpafp][quote=joedabrkr][quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[/quote]

you are wrong, I hit my training goals (I work for a wirehouse) and can substantiate it.  In fact I blew past my goals.  It is simply that I don't enjoy it.  I could stay in if I wanted, I just don't want to be a used car salesman which is what you all are.  Live with it, that is what you are.

[/quote]

I had almost 500,000 reasons to live with it last year. Many on this board make the same type of money. Somehow, it helps knowing that WE don't have to be used car BUYERS, like you.

[/quote]

You are so full of it. You didn't clear $500K last year.  Scan your numbers and post them if it is true.  I am not scared to post mine.  I will pay you $1000 if you cleared $500k last year and can prove it.  I am certain that my money is safe.

<span =“bold”>joedabrkr, that looks like a challenge.

[quote=joedabrkr][quote=cpafp][quote=joedabrkr][quote=cpafp]

[quote=joedabrkr] [quote=cpafp]I haven't found a way to mint money, but have found a career that allows me to earn a great living without acting like a used car salesman pushing products and providing a service that anyone with 15 minutes per week and an internet connection could do themselves.  I have decided to go into surgical sales which I am making low $100s not including bonuses and car allowance.  Plus I get the opportunity to go into surgery where surgeons actually respect me and my opinion.  As a FP they always look down on our industy.  It is very demeaning to me cold calling/cold walking and bothering these people.  I worked my a$$ off last year to make $65-70K and it is just not worth it.  You look at the number of brokers that are out there producting $250K in gross a year.....that is ridiculous.  I am not working that hard to earn that little of money.  I am telling everyone to get a fidelity account and walk through their asset allocation planner.  I guarantee it is as good as any of you all can do.[/quote]

If you really think folks will do just as well on their own working 15 minutes a day you are a complete fool!  We're all better off without you.

I feel sorry for the patients!  You think the surgeons 'respect' you more than clients?  Well only to the extent that you help them make more bank.  Naive!
[/quote]

Certainly physicians only respect you to the extent that you make them more bank, much like you profession (mine formally).  I bet I can get in to see a physician a lot easier than you can though.  And what do you do that is so value added for clients.  To you manage and look at each of your clients accounts every day?  I think not, thus if you asset allocate and stay disciplined, any investor can do the same thing a FP can do with a Fidelity account and 15 minutes per week.  You are an idiot if you think otherwise.  FP's add value with things like tax harvesting, estate planning, business succession planning, ect.  But come on, that is a small percentage of most peoples practice. Most out there are pushing products and by that I mean fee base platform, a shares, annuities, or uneeded life insurance.  I know because I have been there.

[/quote]

You are quite simply WRONG.  Among other things most individuals are not intelligent enough, disciplined enough, or free from emotion to be able to stick with an asset allocation plan when the proverbial excrement hits the fan.   Yet, at times of market extremes is when it is most important to stick with the program.  Too, most individual investors do not have the experience or expertise to know when a small tweak can help enhance returns or if it is a major and problematic departure from a plan that dramatically increases risk.

You sir are the fool because you THINK you learned something in a year where you didn't even meet the trainee standards for any of the wirehouses, and yet you have no idea how LITTLE you know.  Many of us have forgotten more in the last week than you've learned about how to properly invest a client's portfolio.

The only thing you have proven to me after a year is that you simply can't run with the big dogs.  So get out of the kitchen you petty little man, because it's hot in here, and go kiss up to the big doctors so you can sell your hip replacements.  Bye bye! 

[/quote]

you are wrong, I hit my training goals (I work for a wirehouse) and can substantiate it.  In fact I blew past my goals.  It is simply that I don't enjoy it.  I could stay in if I wanted, I just don't want to be a used car salesman which is what you all are.  Live with it, that is what you are.

[/quote]

Wow....I say what I have to say and then bid you farewell, and you just keep on talking.  You don't get it do you?  You're dismissed.  You should move on since you're 'so much better' than any of us.

I'm really sorry that things didn't work out and that you didn't make enough money for all your hard work.  However, in this business you get paid for results, not for 'trying hard'.

So you've made your point that you blew away all your goals, you are 'choosing' to leave, and that you've been tremendously successful at everything you do.  If you're really so super why do you have to spend all your time telling us?  I bet you poop roses too, right?  By the way, most successful CPA's make a good living, too, so why aren't you doing that?

Whatever man....life is too short for me to waste another second toying with you.  Have a good life.  Move along.  I've had my fun and most likely I will not answer your silly retort where you tell me again how wonderful you are.

Now get back on the phone and sell some more of those knee joints, ok?

[/quote]

Actually I hated being a CPA.  Was I tremendously successful at it......no.  I had good reviews, but I didn't have a passion for it and it showed.  I don't think that I am wonderful, I am simply stating that I did exceed my goals that the particular wirehouse put on me.  Meeting those goals was tough and I made less money than as a CPA working much harder than I did as a CPA.  I am not looking for an easy way out and don't think that my new career is easy either.  I respect ANYONE that has continued success in FPing because it is a tough career.  To be completely honest I just didn't like it as much as I thought I would.  I have spent 15-16 months in production and another 5 in training.  I do think there is a place and time where an FP is needed and adds value, perhaps it is just MY experience that the particular clientel I delt most with could have really done it themselves.  I am basing all of my opinions and comments based on my limited exposure and knoweldge of this career.  I am not by any means a FPing expert and don't present myself to be.  Perhaps I was not even a good planner, but I did hit my goals.  I also felt conflict because this job, in order to hit goals, you are sometimes tempted to do something that is not necessarily in the best interest of the client.  Although i have never done anything shadey, I just don't like being put into that situation.  I have seen too many people churning accounts, flipping annuities, ect and don't want to have to do that to make a living.  So if you judge success by hitting goals, then I succeeded.  If you judge success by being a valuable asset to your client, then I failed.

okay… great… now GO AWAY…

[quote=blarmston]okay.. great.. now GO AWAY.. [/quote]

Gladly....you quote in your signature speaks volumes.  You must be one of those churners.  There will come a day where we are all judged.  I hope that you can look at yourself in the mirror.

[quote=cpafp]

[quote=blarmston]okay.. great.. now GO AWAY.. [/quote]

Gladly....you quote in your signature speaks volumes.  You must be one of those churners.  There will come a day where we are all judged.  I hope that you can look at yourself in the mirror.

[/quote]

Do be bitter, just be moving along. Watch the screen door on your way out 

[quote=cpafp]

[quote=blarmston]okay.. great.. now GO AWAY.. [/quote]

Gladly....you quote in your signature speaks volumes.  You must be one of those churners.  There will come a day where we are all judged.  I hope that you can look at yourself in the mirror.

[/quote]

Wait! Stay! I'm not done making fun of you, yet.

P.S. I couldn't stand accounting, either. I did both audit and tax and have a master's in accounting, but would rather piss razor blades than practice accounting.

Now I see where everyone has been. C’mon, just let the guy do what’s

best

for him and stop beating him up. Geez, you guys are like desperate

housewives.



It takes a sadomasochist to enjoy this career and its not for everyone.

Everyone needs a “feeder system” to make a good living at this. You can

have all the credentials in the world, and still struggle. If doctors had to

send out mass-mailings, cold call and do seminars, they’d be starving

too. That’s whats wrong with our industry.



I went to the NASDAQ-100 tennis open this week in Miami, FL. After 14

years registered with NASD, do you think they set up a VIP lounge to take

clients? No way. They suck.



How much do you want for the CFP books anyway?