Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

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What is your “go to” sentence or paragraph when asking for a referral?

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Would you take a high salary ($80k+) but minimal bonuses, or low salary (less than $30k) with unlimited bonus/commission potential? I’m in between two offers for a private banker role

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I just referred our Investment Bank an underwriting deal for 100M bond issuance for a US City....any idea what the fee is to underwrite the deal? I’m trying to calculate my FA referral fee

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Your best comeback stories? Ever had someone fuck you over, only to find yourself in a position of power over them years later? How sweet is sweet revenge?

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Do any of you have a side hustle job outside of your role as an advisor to make extra income? If so, what, how much extra income, time commitment, etc?

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What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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What certifications would be good to get as someone who is fresh out of college and in their first role?

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FA rules to live by: 1. Never take on another advisors headache client. 2. Never take on a headache client just because they were a referral from a good client. Both have burned me!

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What do you say when you’re emailing a referral for the first time to reach out to them? I don’t know what to say and I don’t want to write anything stupid or put them off by saying the wrong thing!

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How do you get folks to understand that having a fully funded emergency fund is the foundation of a healthy financial position? I have a young client that I took on bc his parents are huge...continued

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I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

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Let's improve our lives at work by breaking down the obstacles we face. What are the biggest challenges you consistently face in your role? What roadblocks should leaders at your firm focus on eliminating to help you reach your full potential?

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If your job role was a movie, what would it be called?

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What’s your test when you're looking for a new assistant? In the process of hiring my first one

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Starting to get referrals from referrals! 1. Have clients "tell their friends" 2. Kill meeting with referral 3. Ask referral if their happy they were referred

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Took a role and will be managing 3 people for the first time. All 3 are more experienced and older than me. Any tips from the folks out there that went through similar stretch roles and succeeded?

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Who the hell wakes up at 4am? Post your age, position, country. Let's find some similarities.

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Thoughts on doing an online degree. Looking for a career change, but not willing to give up my position now and cannot afford to quit my job yet.

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Do you have a role model at your firm?

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Thinking about hiring a business coach for next year. Any tips, thoughts, advice?

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Is it possible to have a fully remote position?

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My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

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What certifications would be good to get as someone who is fresh out of college and in their first role?

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What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

likehelpful
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Curious to see what factors make you want to give someone you don’t know a referral after a phone call / what a “good” phone call looks like?

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Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

likeuplifting
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I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

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Does anyone else accept phone interview requests when you love your current role? It’s really very refreshing.

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For those that work at an RIA and are relatively “young” advisors - what’s your compensation structure? Base + bonus + referral fees? Split rep fee?

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Hiring managers, have you ever received a hand written thank you card? What are your impressions initially?

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Do any of you have a side hustle job outside of your role as an advisor to make extra income? If so, what, how much extra income, time commitment, etc?

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Culture at PIMCO? Considering a role there (non-Investments)

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What’s your test when you're looking for a new assistant? In the process of hiring my first one

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Your best comeback stories? Ever had someone fuck you over, only to find yourself in a position of power over them years later? How sweet is sweet revenge?

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