United Planners is hiring a financial advisor recruiter. Reach out if interested or refer a friend. Dynamic firm, great pay and amazing people. 5 years experience + preferred. United Planners Financial Services…
How have you evaluated moving to a totally different t career/industry then the one you were in?
Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.
Does anyone know of a resource to understand and compare the different career agent contracts with the large mutual insurers?
Thinking of hiring a paraplanner in the San Diego area with long term growth potential/practice ownership stake. Any ideas on how to go about finding the right person? Anyone have a para?
Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post
anyone in here strictly.service 401K plans on the independent side? how much can you make on that realistically with a medium size AUM book being currently managed? trying to determine if meetin..
Looking to add 2 members to our team in CT. Asset management based team. Full benefits, pension, and enough leads to make your mind numb!
Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff?
juniors, what is your current or past comp split?
Give me your best Audible book you have recently listened to? Finance, Sales or non-fiction
Looking for a new home in Maine?
Top Producer in the industry for 16 years - ML 👉🏻UBS 👉🏻RIA - Understand the industry, the game and the way it’s played.
Need feedback on AXA Advisors and their independence channel. Con…
Best study guide for CFP?
Wondering Wells folks, I have 62m aum with 35m of that fee based. Plenty of work life balance. Bonuses starting to get attractive.Not unhappy.Is…
Anyone here make the jump from wholesaler to advisor? How was the transition and did you have to start from scratch?
Please tell me about Finet. Not only as a solo advisor but the possibility of building a branch. Pros and Cons please.
Anyone looking to earn dual equity... in their own book, but at the same time in a bigger roll up aggregator looking to be at $1B in its first year and $5B in its third?
Anybody ever been curious about moving their business to IB? I’ve been there over 5 yrs great fit for me.
Schwab independent Advisor channel anyone?
United Planners is a dynamic hybrid firm interested in true partnership with experienced financial advisors looking for open architecture Low cost platforms. No proprietary products.
Cayman islands anyone?
What kinds of tires are we kicking?