Looking for a change of scenery

324 members
This is an open forum for guys looking for a change of scenery and interested in kicking tires

Does anyone know of a resource to understand and compare the different career agent contracts with the large mutual insurers?

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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?

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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

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Seriously considering a move to Edward Jones. Pros? cons?

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Anyone have any experience or feedback on Commonwealth? Pros? Cons?

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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..

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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!

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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?

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Give me your best Audible book you have recently listened to? Finance, Sales or non-fiction

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Looking for a new home in Maine?

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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. Consider?

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Best study guide for CFP?

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Looking to go independent hybrid what firms should I talk to

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Anyone here make the jump from wholesaler to advisor? How was the transition and did you have to start from scratch?

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Please tell me about Finet. Not only as a solo advisor but the possibility of building a branch. Pros and Cons please.

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Looking to bring on some millennial advisors to our RIA.

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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?

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Anybody ever been curious about moving their business to IB? I’ve been there over 5 yrs great fit for me.

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Schwab independent Advisor channel anyone?

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