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Financial Advisors

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A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.
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If you live in a major city, are you hosting marketing events? What’s the climate like for in-person seminars out there? Are you comfortable going to 30-50 person public events?

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Does anyone have any experience using the Ohlson Group for annuity leads?$?

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Does anyone have any experience using the Ohlson Group for annuity leads?

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🤝 Pay it Forward: Drop a piece of advice or wisdom that has seriously helped you in Life or Financial Career! Help another user and pay it forward. 👇

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Has you marketing activity changed since pre pandemic and if so, how?

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Do your executives and ownership teams care about culture? Do they care about innovating? My top executive is very “stuck in their ways” and refuses to accept that he is creating disconnects with hi… more

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My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them b… more

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Facing a career decision: do I take the pay raise, or the position that I'm more interested in?

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I have 2 clients with the same first name, same age, worked at the same place, similar balances, they live 2 miles from each other, and both have old employer plans they want to move to their IRA. One… more

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Hey y’all! I am looking for a relationship management role or financial planning role in the Upstate of SC if anyone has any leads. Really only interested in small independent firms and RIA’s. Please … more

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Hi! Has anyone taken the SIE? I’m starting to study for it now. Does anyone have any tips or recommendations?

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Is my company the only one that hires people who only re-forward emails sent out from other home office folks? “Just wanted to make sure everyone saw this email….” They should be called “VP of email… more

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My firm is looking to bring an associate from a bank to work as an FA. This associate does not have any portfolio, but we believe he has good networking and can bring some clients from other regions t… more

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Just curious, what are the big companies paying an intermediate business analyst here south africa monthly? Take home salary? TIA

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How do you find advisor’s looking to sell their books? I currently work in investment banking but started my career in wealth management. I’ve decided that after a few years in investment banking, I’d… more

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Is anyone in a team that uses the MDRT split %?

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Anyone have experience with employer contributions to a 529 plan? I'm planning for a small business owner who makes personal contributions, but now we're trying to plan additional contribution… more

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How do you work through feeling unmotivated? I have felt very unmotivated to work all week.

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I’m a junior FA who’s done really well this year and might even end up surpassing my senior FA in production. Currently our split is 70/30 me on my production and 0 his because he took me on as a trai… more

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Not looking for a debate or any additional dialogue or feedback. Just curious if there are any financial firms that are NOT going to require a COVID Vaccination. Feel free to respond to which companie… more

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Any body used any recruiters or head hunters to recruit new reps for your office???

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Working on my CFP. Enjoying it so far, except for the financial calculator part. This seems outdated, when Excel and other online tools exist. Seriously, has anyone been with a client in the past deca… more

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Debating an offer from JP Morgan for VP Private Banker. Would be a big comp increase but also a role change. I'm currently a private banker on the lending side with 15 years experience with a cu… more

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Anyone built out a new FA onboarding program? How has the onboarding evolved in a virtual environment and does it offer a synchronous or asynchronous learning experience?

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I’m considering joining Prudential as an Advisor. Give me the good, the bad, the ugly in your opinion… Thanks!

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A few years ago I was diagnosed with ADHD and it’s a challenge and a superpower. Our industry is a magnet for people with ADHD but no place to share hacks and ideas. So I started this bowl. Join me:

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Anyone ever look into Iquant?

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Anyone looking for a new podcast? Check out www.warroomhuddle.com We just released our first 6 episodes! I hope it brings some inspiration to anyone out there considering Independence or just needing some uplifting cool stories. I hope you enjoy!

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I’ve picked up several faith based organizations and church accounts recently. Anyone had success building and marketing managed portfolios specifically for these groups? For example only using Timot… more

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Any ideas for a campaign? Like a lot of people I’ve been in a funk the last year and a half. Luckily I run a mostly few based business, so my AUM and production is a an all time high. However, I haven… more

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I need some advice on negotiating payout structure. I work for a pretty large firm in that we have 7 advisors and manage around $500M AUM. I’m just getting started transitioning from a primary license… more

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Anyone familiar with the payout structure at PNC Financial?

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I’ve been using SmartAsset now for about 18 months. The partnership started hot, but has quickly fizzled out. They have started trying to change for duplicate leads that are more than 90 days old, the… more

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What’s your advice on how large of a mortgage payment someone can afford based on their income?

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How is the Morgan Stanley FAA program? I know that success is based on revenue generated over the 3 years, but does anyone know what the NAA requirements are (if any)?

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What are you grateful for at the moment? New clients? New hobby? New job? Right now I have really great work/life balance and I plan to keep my hours this way even when BAU speeds up. Share your rec… more

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Who is doing a Christmas/holiday party or other client appreciation event this year? My partner and I are struggling with what to do given Covid.

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Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your exper… more

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Anybody know how bank branch financial advisors are being paid at Wells Fargo?

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I have almost 3 years working for a RIA (first and only job). I really like the company, colleagues, culture etc. I started as an analyst and now my role is portfolio management. I have also brought s… more

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