Andy Panko
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"I'm a member of XY Planning Network, so I use them for my annual ADV updates, and anytime I had to file a new state, I use them."
"I started using them. Um, I forget what it cost. The virtual CCO at the time, it was either two thou I think it was $2,000 a month for state registered people... once you're SEC registered, it's 2500 a month for their virtual CCO thing. So, 30 grand a year, I think that was."
"I ultimately came across one called JM Addington. Their DBA is cybercure raia... Just really impressed with them... It's like a thousand bucks a month, slightly more I think... they do a lot the stuff I don't understand. Like every week they're pushing through updates and security patches and stuff."
"the other two advisers use Holista Plan because they don't do taxes and it's too big of a learning curve to use tax prep software just to do projections."
"then advisor is the one who fires off you know sending them the stuff to get set up with with e-oney and with adise on"
"Even with two employees, they're both still completely remote. So, like, yeah, we have Microsoft Teams and we can chat and we can email, we can call, but it's not the same as having someone to sit next to."
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Clear filters"I'm a member of XY Planning Network, so I use them for my annual ADV updates, and anytime I had to file a new state, I use them."
"I started using them. Um, I forget what it cost. The virtual CCO at the time, it was either two thou I think it was $2,000 a month for state registered people... once you're SEC registered, it's 2500 a month for their virtual CCO thing. So, 30 grand a year, I think that was."
"I ultimately came across one called JM Addington. Their DBA is cybercure raia... Just really impressed with them... It's like a thousand bucks a month, slightly more I think... they do a lot the stuff I don't understand. Like every week they're pushing through updates and security patches and stuff."
"the other two advisers use Holista Plan because they don't do taxes and it's too big of a learning curve to use tax prep software just to do projections."
"then advisor is the one who fires off you know sending them the stuff to get set up with with e-oney and with adise on"
"I paid for them to get the RICP, so I pay for that American College Research fee... Brad, that the second one to join is a CPA. He has a CFP, he has RCP as well. Um I'm CFP enrolled agent RIP as well."
"like last year both employees there's now two we can talk about that but sent them both to the ed slot two-day training in Chicago. So I think ticket alone was $2,000 for each of them to attend plus travel."
"Even with two employees, they're both still completely remote. So, like, yeah, we have Microsoft Teams and we can chat and we can email, we can call, but it's not the same as having someone to sit next to."