Bill Van Law's exit from Raymond James was preceded by 'administrative leave' and HR investigation, sources say
Has anyone had success selling long term care insurance? How did you position the product? How did you convince the person to buy it? Which policy do you sell the most? Cheapest LTC carrier?
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.
Anyone else get really nervous for interviews? How do you deal with it? I know I’m qualified for the role. I feel confident I’d do well if given an offer. Just scared that I might fudge the interview.
When interviewing for new role what matters to you most? What questions / answers help you see the “full picture”?
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?
What certifications would be good to get as someone who is fresh out of college and in their first role?
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.
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?
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?
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 ?
Does anyone else accept phone interview requests when you love your current role? It’s really very refreshing.
For those that work at an RIA and are relatively “young” advisors - what’s your compensation structure? Base + bonus + referral fees? Split rep fee?
Hiring managers, have you ever received a hand written thank you card? What are your impressions initially?
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?
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?