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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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Very much considering Smartasset as a piece of marketing strategy for '22. For those who've used them, please share the good, the bad, and the ugly. I'm aware of the cost and necessary c… more

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🧐What's your best advice for someone job-seeking and interviewing? Drop it below! 👇

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How is Finet?

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Who do you think is paying the most to go independent right now?

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I’m a new financial advisor and joined my first firm that is with Securian. We get paid a commission and fee(if we charge). I do not charge a fee. I am trying to understand more of the different fi… more

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Is it possible to do our job and not keep up with the news? In the last 6 months I’ve been on a journey to happiness and mental wellness and I’m in the best headspace I’ve been in for the last decade.… more

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Does anyone have any experience with the Financial Advisor role at Regions?

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It's that time...🦃 What's one thing you're grateful for in your life or career at the moment? Drop it below! 👇

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Any one else buying someone’s book/business? We are independent & the owner is (sort of) still working. They are gone a few weeks a month on trips, mostly fun. I’m the succession plan but no form… more

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Does anyone has a tier list for private banks? S tier banks: A tier banks etc.

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I am looking at goikg independent, which would be basically starting from scratch, I'd be allowed to take maybe 4-7million of my AUM with me, i have income saved and a side gig so I am not as worr… more

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Been working from home doing road and virtual meetings. Now it's time for physical location or assistant. What's the priority?

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🏆What's one of the most meaningful achievements of your career so far? Salary jump? Award? Personal or professional accolade? Something else? Share below! 👇

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What is average salary for an assistant Vice President level wealth manager in the U.K. and typical bonus? Currently in wealth, would like advice if it is worth staying or exploring other avenues ma… more

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Honestly asking for a friend! If you were fired for sexual harassment charges, would that go on your U5 and hurt your ability to find a job at another career?

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**ARE YOU INTERESTED IN A LIVE EVENT?** Many in our bowl are looking to become financial advisors, or are here to share their knowledge and wisdom with others. I’d like to run a live Q&A where o… more

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Just hit a significant career milestone and my wife just gave the go ahead to pull the trigger on a 2nd vehicle, not for daily driver. Curious for those out there, what’s your daily driver and what’s … more

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Work mostly in retirement distribution with both insurance and aum. Looking for planning software and client facing software suggestions please. What do you all love to use?

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So, bought a sideshow from Advisorslides. Looks nice. Gives a series of 6 steps to address the topic. Slides go through steps 1 to 4. Nothing for the others. Red flag. I send them a note and als… more

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Who are your favorite bond managers and why? Been doing some research recently and I’m curious who others use for a fixed income if you’re doing a managed account strictly with bonds

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What are people spending on client holiday gifts? What are you giving? How many gifts are you giving? I’ll go first; 50 $42 cheese/fudge baskets locally made 50 $15 Christmas cookies locally made 100… more

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Anyone know anything about the pca role at BofA private bank? Is it salary bonus? Or commission like ML? What are performance metrics based off?

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I’m curious to see what other people think. I have found in my career that talking to a client is very subjective. One co-worker may comment that they liked how the conversation was structured and ano… more

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Anyone use Positivly software? What's it do?

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Leaving the bank's 9-5 to go indi with NYL. What would be your feedback and advise for a new FA taking this jump of faith? Any NYL FAs here? Thanks

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Anyone here gone independent with Vanguard? It looks like they just acquired a company called Just Invest that offers RIA services.

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🍂November JOB THREAD! Do you know of an opening or opportunity? Share it in the comments below! Help another Fish. 🤝

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Today a client (kind of upset) asking why the hell I have not invested any of new the cash yet (30% of the account). What are you guys doing with fresh cash? Usually I DCA in a 3 months period, but ri… more

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Home office registered principal considering shifting into a field supervision/OSJ Designee role. Anyone gone this route? Guidance and leads are appreciated!

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Practice Manager Salary question We are in a modest size county, close to a big city, but a long commute For those with a Practice Manager, interested in average salary 3 unlicensed staff, 400ish clie… more

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Is there a company that can help with 1. Evaluating if going RIA is right for your business model. 2. Assisting with tech stack and other issues. We do our own portfolio management and have been lean… more

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Currently a Consultant looking to go to financial advising. Currently making about 140, bad idea to move at this point in my career?

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I’m trying to get a better understanding of the pros and cons of the various Broker-Dealers who offer an Independent channel option. The ones I would like to hear the most about from you that have exp… more

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How much does it cost to pay for a staff member to take the series 7 and all necessary licensing tests?

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What's a major win you've recently had either personally or professionally? Drop it below 👇

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What percentage of healthcare insurance premiums do you pay for your employees or what percentage does your employer pay for yours?

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Financial Advisor comp question - what does your incentive comp structure look like for net new business vs growth of existing business?

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How much should compensation be for an experienced prospector? One who networks in the community and sets appointments. How much in salary and how much in quarterly and annual bonus? What should q… more

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With the annual review requirement for RIA, does your firm use 365-day standard, or calendar year?

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