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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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Any body have any experience with Lincoln financial network. How does there investment platform look for advisory business.

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Opinions and ideas, please. 3-5 year timeframe $10,000 cash added 1/4ly, Client wants to preserve principal but also wants growth of principle greater than savings account and CDs. Client is on the … more

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Starting a full-time assistant. How much vacation time? 1 week for first 2 years, then 2 weeks for years 3-6 and then 3 weeks...

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Any senior FA in need of a Jr?

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I'm looking for an opportunity to become a FA. Specifically, I'd like to get a paid opportunity while I train for the role and get remaining licenses. Can someone help me to get a chance? Is s… more

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Insurance BD to Cetera Advisors Network. Likely making the switch. Captive book so not much IA money moving and I'll be grinding it out again. Anything you'd like to share that you wish you… more

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What Risk Tolerance/ portfolio proposal software are you currently using and why?

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How should a new young advisor prospect if they don’t have a network.

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Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. … more

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Do seminars work? Best way to invite cold prospects?

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How did you guys and gals do last year revenue-wise? Up, Down or flat?

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Buffered ETFs... thoughts?

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INSTAGRAM? Is anyone using it for business through Hearsay? Trying to get our BD to allow. Any info would help!

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So what do we think about the new Merrill Lynch ADP trainee program?

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Is now the time to buy crypto? Or will it just keep falling?

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Any idea what the average compensation is for a Non-sales associate with 15 years experience and a CFP (large city)...

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I do taxes for some clients & I goofed on entering state income after my clients moved last yr. Originally thought they were getting back $3,500 & they are getting $10 🤦🏽‍♂️ wanna do someth… more

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Is it common to have no base salary, comp of 50-75% of target premium? Seems like a lot of uncertainty… especially early on with no book to show or much of an experience, scared won’t be able to make … more

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What’s your take on finding something new to invest in?

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Looking for a performance verification / GIPS compliance firm. Any leads are most appreciated!

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How do you find clients mainly? Is there any database?

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Messaging leads/prospects when you’re moving jobs - do or don’t? If so what’s a tidy way to do it and what do you say?

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Does anyone know what assumptions vanguard uses in their planning software? I have always used forward looking capital market assumptions but have heard they use previous returns and project them forw… more

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Is anyone here a Registered Social Security Analyst (RSSA)? I’ve seen a few things about the designation recently, but it seems like it’s just another group of letters

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Does anyone know the commission structure as a vp of sales or regional vp of sales at fisher investments?

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Best direct mail marketing company?

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Which firm's platform do you guys recommend for a self-directed Roth Ira?

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Any FA’s in the Woodlands, TX area?

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Can you do this job without being shown how to do it in the first instance? I’ve received lots of theoretical time but for one reason or another there’s been little shadowing and ‘on the job’ learning… more

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Thoughts around developing accountants as referral sources?

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Has anyone ever used any paid prospecting services like Planswell, or any of its competitors? If so, what are your thoughts on conversion, case size and ROI? I have considered using a paid service lik… more

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What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh

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I’m a compliance associate at Morgan Stanley on track for a promotion. I am now thinking about jumping into an FAA program focused on international WM or looking for opportunities in investment bankin… more

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Saw a job posting at Deloitte for a Manager of Wealth Management, looks like you develop financial plans and provide advice for a variety of executive/senior team members. Anyone know what kind of sal… more

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Does anyone have a pilots license? Do you own a plane?

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When you change investment firms as a financial advisor is the firm you move to given access to how many assets you manage and your revenue produced from your last position from a third party?

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Hey looking for some free advice. I’m 25 and drive a 2011 Kia probably worth 4K but runs fine with low mileage (under 80k miles). I make ~$85k a year with about $50k in retirement/savings. I’ve been w… more

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How long did you study for L&H?

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