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WSOMN Thursday Drama 2/16/17
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WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 1:02 pm
| ADMINBILL adminbill  Status: Online Posts: 606 Date: 1m ago |
| ||
THIS EVENT APPEARS TO BE PLAYING OUT. | |||
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Ssmith- GURU HUNTER
- Posts : 20495
Join date : 2012-04-10
Re: WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 4:23 pm
| Sandnsea wrote 9m ago | Dr Clarke's post : I'm preparing a major post. Please stay away from Ray Renfrow.. what he is doing is deplorable. A family of con men! #wearethepeople | ||
| JustLivinaDream wrote 8m ago | Wow... hmmmmm. How well do ya trust Dr Clarke?! I don't like when they talk down on other calls... just sayin. | ||
| Sandnsea wrote 8m ago | Never had one from him before | ||
| evenstar wrote 7m ago | i dont think thats a readl Dr. Clarke post | ||
| Sandnsea wrote 5m ago | From @realdrclarke | |||
| Sandnsea wrote 6m ago | Just shocked everyone is trashing everyone now. | ||
| Sandnsea wrote 4m ago | Never saw him tweet before, maybe Kenny | |||
| evenstar wrote 5m ago | probably kenny causing trouble again | ||
| JustLivinaDream wrote 5m ago | Sounds like it could be Kenny! | ||
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Ssmith- GURU HUNTER
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Join date : 2012-04-10
Re: WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 4:39 pm
Angel wrote
2m ago
Hello everyone, it is my understanding that Dr. Clark and Mtn Goat are the same people. Which is the same person who owns Dinar Recaps.
2m ago
Hello everyone, it is my understanding that Dr. Clark and Mtn Goat are the same people. Which is the same person who owns Dinar Recaps.
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Ssmith- GURU HUNTER
- Posts : 20495
Join date : 2012-04-10
Re: WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 6:21 pm
| Avon Lady wrote 1h ago | Well I had a very good meeting with the wealth mgr and a Financial advisor | ||
| Avon Lady wrote 1h ago | I went in with 15 questions to ask.... thru in a few odd ball ones to see if they continue answering | ||
| Avon Lady wrote 1h ago | this was at WF | ||
| Avon Lady wrote 1h ago | very good responses from them.... they know their job and they are fully aware of whats going on around them .... I asked some pretty good questions.. they told me it tooks as if I had been studying or taking lesson because I knew what I was looking for | ||
| Avon Lady wrote 1h ago | so about an hour into it.... both were with me at that time... I asked them both what they knew about the foreign currency and rates | ||
| Avon Lady wrote 1h ago | they looked at each other and said hmmmm... said what do you know about them. So I told them I do hold some... and that I have been following the rates and I understand that they are soon going to Rv.... | ||
| Avon Lady wrote 1h ago | He said ok... then I said.. your turn.... tell me what you know | ||
| Avon Lady wrote 1h ago | LOL...anyway... they said they do know that the banks have been going thru training.... they said that they understand that the process is about to end... | ||
| Avon Lady wrote 1h ago | I said so I've looked around here at how your set up as I came in the door.... and shup miny LOL.... | ||
| Avon Lady wrote 1h ago | I asked them if they knew a location that they'd send people too too exchange them... The WM said that there are locations set up and he's not sure of where they are .... he said that he has had many calls on it as well | ||
| Avon Lady wrote 1h ago | They said they couldn't tell the rates right now... they did ask me if I was going to build my foundation with WF afterwards and I said yes good possibly.. they got more relaxed and said .. can we ask you what kind of figure your looking at ... | ||
| Avon Lady wrote 1h ago | I said .. well Im not going to go into that ....I said I will have enough not to worry but I wanted to sit on things for 6 mths before jumping into anything.. | ||
| Avon Lady wrote 1h ago | They knew more then they wanted to say.... | ||
| Avon Lady wrote 1h ago | he told me that if I went to WF out east of me that I probably would get the answers that they couldn't tell me | ||
| Avon Lady wrote 1h ago | they didnt try to sale me anything.... that was one of my questions had they tried.... | ||
| Avon Lady wrote 1h ago | they did answer all my questions and with good feelings ... they would be a great one to set up with .... | ||
| Avon Lady wrote 1h ago | so tomorrow I am going to go make my deposit (small as it is) LOL at the bank out east and look about... this would be the one I bought my Dong at | ||
| Avon Lady wrote 1h ago | They told me that I was very prepared , intelligent, and knew what I was looking for in a Financial advisor and WM | ||
| Avon Lady wrote 59m ago | I like that they are a team of 5 that helps people build their foundation and helps with everything. | ||
| Avon Lady wrote 1h ago | I was dressed nice.... | ||
| DinarBeliever wrote 1h ago | I've heard that Trump is making an Announcement on Saturday at 5PM EST... it's been an exciting month so far.... good luck to all | ||
| Avon Lady wrote 1h ago | Yes. matter of fact the WM said that too | ||
| snickers wrote 1h ago | Avon Did you ask anything about verifying? DLR machines, etc. | ||
| Avon Lady wrote 1h ago | No.... | ||
| Avon Lady wrote 1h ago | I will go to E.side tomorrow and check it out myself.. Iwant to see if rates are up there and talk to then I know about that | ||
| Avon Lady wrote 1h ago | yes .. we were talking about Trump and all that he has done so far... and then said he heard from his wife that he was going to make a big announcement | ||
| Avon Lady wrote 59m ago | yw ... I felt like for my first time really going before them.... I did good and I got great responses | ||
| JazzFan wrote 58m ago | Avon Thanks. I just sent a text to my WF private banker. I will let you know what I hear back as well. Thanks again. | ||
| Avon Lady wrote 58m ago | Thx sand .. it was ... Hellen thx, Well it did.... I know what I'm learning in here through Admin and all of you ... the conferences calls is paying off... | ||
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Re: WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 6:22 pm
| Avon Lady WSOMN Veteran Member Status: Online Posts: 188 Date: 1m ago |
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Today was my visit with a Wealth Mgr and Financial advisor . I was prepared with several questions to ask them and I will post those questions below if anyone wants to use them: 1. Can you tell me about your current relationship with your coach / mentor? Look for his responses: a. is he open to answers b. look for honesty. c. is the vulnerability there. 2. How do you invest for yourself? This is more directed towards education not money. 3. Whose responsibility is it to keep connected? a. what about meetings? b. are they quarterly or annually? c. who's responsibility is it to schedule those meetings. 4. How are you compensated ? 5. What's your education? a. did you get a college degree b. is the degree related to offering financial services c. its ok to be intelligent but educated is important. 6. Has there ever been any complaints against you or your services ? a. watch for honesty b. how he handles the answer 7. Do you own the same investments and insurance products that your recommending for me? a. if no, why? 8. What will happen to my accounts if something happens to you? a. #1 fear especially if point of contact is by phone. b. who's the next point of contact with. 9. How much do you charge? a. Don't be shy- bring this up, no surprises. b. If fees aren't clear, ask more questions. Compensation varies greatly. 10. Are you a fiduciary ? (fiduciary means legally appointed, authorized to hold assets in trust for another person) He puts clients needs aheadof his own, regardless of the situation. 11. Can you give me examples of your clients commitments? a. He'll either give clues about motivation b. he works only the collect a paycheck. c. and there are those truly dedicated and passionate about what they do. Committed long term. 12. How long as he been in this line of business. Is he licensed, look at credentials. Always make sure they are listening to you and not interrupting you giving a pitch. My last question was for him was: Have you ever lost a client or fired from a client. This may give you a better sense of the advisor values and shows what type of client he work's with. I did search for questions other then the ones I already had wrote down. Hope this helps those that are unsure of what to ask when you go in. You want them working for you not against you .. | |||
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Re: WSOMN Thursday Drama 2/16/17
by Ssmith Thu Feb 16, 2017 8:43 pm
| Maji Girl wrote 1h ago | Beagle tell me appt your visit with a WM today, please | ||
| BeagleEyes wrote 1h ago | Hi Maji! It was a phone call. On another site the Admin is calling a few WM Firms every day out of the Top 100 Fee WM Firms on CNBC web. | ||
| BeagleEyes wrote 1h ago | Maji: We had a 45 min call with one of them. I liked what he was saying. He is the owner for over 30+ years. There are many different depts. from investing, trust lawyers, CPA, philanthropy, etc. I called him back for myself and he spoke with me for over 40 min as well. So fee based, larger clients have over $180 M in investible income with the smaller ones around 5 M. | ||
| BeagleEyes wrote 1h ago | Maji: I explained what I wanted to do and he immediately was concerned for taxes, etc and how he could help eleviate them | ||
| BeagleEyes wrote 1h ago | maji: He has clients in 35 states | ||
| BeagleEyes wrote 1h ago | Maji: He was interested enough that he would look into payments, etc. | |||
| BeagleEyes wrote 1h ago | Maji: I don't have a trust yet as we don't have the money for it | ||
| BeagleEyes wrote 1h ago | $2500 to $5000 was his estimate | ||
| BeagleEyes wrote 1h ago | Maji: I didn't think to bring up the Skeleton Trust issue | |||
| BeagleEyes wrote 1h ago | Maji: Not pushy like a car salesman but truly seemed interested in helping | |||
| BeagleEyes wrote 1h ago | Maji: With out a TRust I guess the Estate Taxes etc kick in | ||
| Maji Girl wrote 1h ago | Why would estate taxes kick in when you wanna open a trust? | ||
| BeagleEyes wrote 1h ago | Maji: If we exchange prior to establishing a Trust apparently they kick in. At least that is what I got out of it. More calls to ocme | ||
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Ssmith- GURU HUNTER
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Re: WSOMN Thursday Drama 2/16/17
by roxy22222222 Thu Feb 16, 2017 8:52 pm
:nonono: Poor Kenny gets blamed for everything!
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