Can anyone who’s independent and doesn’t have software provided by their company comment on what software they use for CRM, Planning, portfolio management and reporting?
Alex. Brown, a Division of Raymond James
I posted a bit ago about swinging and missing on a few appointments, but I've closed 1.2MM so far this week. Gotta stop getting too high and low! But woo! Good week!
Where can I find a spreadsheet that will let me plug in a starting account value and the sheet will show balances after year 1, 2, 3 and so on for 7% rate of return for example.
Can anyone recommend some companies who specialize in doing webpage for advisors? Any general info/experiences and input would be appreciated. Thanks
Do you feel like your parents value/understand what you do? My dad has close to $1mm with me and still doesn’t seem to get that I do a lot more than just hold his investments!
I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?
How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?
Restaurant industry is the largest employer in the united states, of course unemployment claims are gonna be higher than ever
Raymond James vs. Merrill Lynch vs. Stifel...best firm to transfer to for 450k producer ? All fee based ?
I am paying an average of 8% on my student loans totaling 30k or so all fed stafford too. Where should I consolidate and significantly reduce these bad boys?
Does anyone have an intern or other person calling FOR them? If so, how are you working it? What kind of script? Whats the goal for them on the first call? What restrictions do they have.
How much money does someone have to have for you to consider them wealthy? What dollar amount do you plan on having when retiring?
I want to start studying for the 66 before the 7 for various reasons and wanted to know which books you would recommend right now.
Shameless Plug: Download Blockfolio on the App Store or Play Store for your alt coin tracking needs
32. My SO is far from the thought of marriage. He travels every week M-Th. Weekends are his only time to sleep longer, hike and bike. He needs a lot of me time. I want breakup. Advise?
I'm so glad you're taking this step! We really need to address cultural issues within Big 4 firms. What freedoms did you gain by launching your own firm; what were your limitations?
Outside of MBB and us which firms do a lot of work with PE firms that is fairly strategic and impactful in nature ( eg not IT DD)
For the people who are saying they have worked more than 24 hours in one sitting did you do it without the help of any stimulants? (I’m not talking about coffee or 5 hour energy)
Have heard mixed things from friends who worked at Edelman a while back. Considering joining the team in a senior position but unsure what the culture is like lately, any feedback would be extremely helpful and thank you!
Anyone leave GT to work at the big 4? Or anyone from the big 4 had an experience with someone from GT? Was it a smooth transition? I would love to stay at the firm, but the managers Ive worked with since I started don’t seem to have my best interest and I’m lacking mentors. Most of the people that were advocates for me left the firm or switched offices. Im trying to look into other opportunities, although I know it’s not the best time..
I now know 3 people that have died from Covid-19 hear in the US. Everyone, please take this extremely serious and stay home! People are dying and the rates aren’t looking any better.
I'm thinking to move back home in December or January. Will be on the bench starting from Mid-Oct. What would happen if I leave the US in Oct and resign just before Jan 1st? I still have 4 years left on my h1b total and might use it later if I come back to the US in case. Will it get revoked if I do that?
Got about 300k saved up. Combined annual salary with SO of ~390k. No debt, no kids. How much house can I comfortably afford?
Is it worth it to take non-paid leave to study for the cpa? My office is currently closed due to Covid and I’m working from home.
Anyone wanna give me a makeover? Virtually? Tips on hair, makeup and clothing? 6 months of covid quarantining has ruined my style.
Fakest rally. Propped by MMs to make puts that were sold with high IV to people speculating today plus institutions rebalancing portfolios at month-end. I expect worse corona virus news this weekend.
“We need the VO on the tv spot to work harder because what if someone’s in the other room and not watching the tv?” My standard response is “Then you want a radio spot.” What’s yours?