LPL Financial

What’s been peoples experiences getting recruited by LpL, RBC, or any other hybrid. Have you successfully transitioned your practice, and what did they offer for transition packages?

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First time investor here. I have plans to move $40k into a BlackRock 60:40 fund through LPL Financial. Any helpful thoughts, considerations, encouragement or warnings? Thanks in advance.

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I am looking for a junior FA opportunity. I work in the transitions department for a big wirehouse. Wonder if anyone has any tips on how to get in the business. Raymond James Ameriprise Financial UBS … more

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Anyone know the grid at LPL?! Waddell Reed just got bought out! WHAT?!?!

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Anyone clear through Schwab as an RIA? Is it true that they have no Custody Fees or Platform fees? That is what the recruiter told me. So, if you have a SMA using let’s say Thornburg I would only char… more

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I'm at a bank broker-dealer and we're moving to LPL. The more I'm learning the less excited I get in regards to fees and compensation. Anyone in the bank environment gone through a change … more

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What are the primary differences between Raymond James, LPL, and Wells Fargo for someone considering the Independent channel? Pros and Cons (hybrid broker/RIA model of business)

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Looking for a leadership position in the Financial Services Industry. Have extensive experience in Supervision and recruiting experienced advisors. Please message if there’s an opportunity you have. I… more

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Raymond James or LPL...biggest goals are more flexibility with regard to marketing/branding, more autonomy and higher payout...in that order. And go!

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Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

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Anyone who transferred to Deloitte Consulting from another Big 4 Tax? I heard Deloitte has a big M&A tax group

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Stay 2 years to make P at Deloitte or exit as Partner (a level lower than MDP) at BCG?

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Raise your hand if you saw a colleague post something dumb on fishbowl today 🙋🏻‍♂️

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Anyone know if the CFA Certification is worth it to pad your resume for an MBA? I find the content interesting but am wondering if it helps in any way? For reference, my GRE and GPA are already quite strong.

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401K question - if I max my contribution this year and then join another firm - can I still contribute and max that one out as well - within the same fiscal year? Or is it just allowed to max out overall total within a year irrespective of company

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BCG fish, I’m a C looking to jump over, even thought they are looking to bring me in at a lower level which I’m fine with... will they at least match my current salary regardless?

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does anyone have wfh fatigue / zoom fatigue? How are u guys keeping productive / motivated??

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From a purely project-type standpoint, what are some differences between ZS Associates and ClearView Healthcare Partners

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What is the industry standard for OTE as an SDR manager?

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So, I’m currently interviewing for new job, and market is not bad, but I’m anxious and I am interviewing for every opportunity that comes my way (director/vp level, tech). Today, September 30 I received an invite for an initial interview for another opportunity. So I applied to this opportunity through networking on August 10 (!). It looks like a red flag for me and I’m thinking thankyounext, but again it’s covid time... Thoughts?

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How closely does your team track utilization? How often? How much does it impact promotions?

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That NYC snowstorm is a blessing at now deserted client site. Faster internet, no lines at elevators & lunchrooms, 10x cleaner bathrooms, and no obnoxious political chats around us. Let it snow.

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Anyone move to Bermuda to work for a big 4? How long was the work permit processing time?

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That Deloitte technical interview ain't NO joke.

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Are you allowed to share an offer letter from one company with another? I’m negotiating for a higher salary by leveraging another offer.

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Shut down at 7pm every day to invest time in my round 2 apps. Set personal priorities and team's expectations. My 1 rating won't help me if I don't get into an MBA program

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I'll be 1600 MQMs from Plat on Delta after this project. Should I do a mileage run?

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I’m currently 36 but looking to possibly start a MBA at NYU part time. I have a few questions. Does anyone have a few minutes to chat on the phone tonight for some advice? If someone was in my shoes before it would be great if you can walk me through 🙏

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How do y'all book vacation plans before knowing where you'll be that week? Want to book July 4th tickets but don't want to if I can flex for free/have to fly direct from client

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Additional Posts

What’s the min $/night room you’d book using Hilton and Bonvoy points respectively to get the most value?

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Folks, can a person work for a Canadian firm (has a Canadian PR) while based out of the US and on a H4 visa? I read conflicting things online and hence my question.

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Anyone who transferred to Deloitte Consulting from another Big 4 Tax? I heard Deloitte has a big M&A tax group

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Anyone else loving Zoom meetings for no other reason than working through your B-list makeup? Right now I’m working through lipstick that doesn’t wear well but is good enough for a 60 minute virtual call. I finally have a purpose for this stuff and it won’t go to waste! Lol

likefunnyhelpful

Stay 2 years to make P at Deloitte or exit as Partner (a level lower than MDP) at BCG?

likehelpful

Raise your hand if you saw a colleague post something dumb on fishbowl today 🙋🏻‍♂️

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Anyone know if the CFA Certification is worth it to pad your resume for an MBA? I find the content interesting but am wondering if it helps in any way? For reference, my GRE and GPA are already quite strong.

like

401K question - if I max my contribution this year and then join another firm - can I still contribute and max that one out as well - within the same fiscal year? Or is it just allowed to max out overall total within a year irrespective of company

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Have seen comp for NACR (restructuring) listed at around 150-200 for analysts, 200-275 for associates, and one mention of senior associates at 375k. Supposedly NACR gets crushed in terms of hours. But i've also read that targets are around 2000 hours per year? Something doesn't add up.....e.g. Associate $550/hr * 25% cap rate * 2000 billable hrs = $275k.......but 2000 hours is slightly over 40 hours a week (including 4 weeks vacay), not the 80 hr/week. So is there a ton of time on vacation?

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I have no appetite or desire to eat at all. Maybe two months removed from a breakup and am not generally super happy with life- but I am a foodie and feel like I’ve lost all interest to eat and my love of good food. I eat when I’m so hungry I’m forced to but the thought of food makes me sick. Anyone going through / been through something similar? How did you get it back / fix it?

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Just finished 3 hour first round interview for my dream job (highly competitive). I tried my best but I’m spiraling and I’m now questioning if I could even successfully perform in this role. Major imposter syndrome as I try to cushion the blow if I don’t get asked back for 2nd rounds, any words of encouragement or tips that have worked to calm your nerves?

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Got a client who’s asked for a POV on how covid-19 will affect buys across ALL verticals & channels. Of course it’s urgent. Can we please share what our companies are saying? Teamwork time, folks.

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BCG fish, I’m a C looking to jump over, even thought they are looking to bring me in at a lower level which I’m fine with... will they at least match my current salary regardless?

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does anyone have wfh fatigue / zoom fatigue? How are u guys keeping productive / motivated??

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Anyone know the/a recruiter at BBDO? Recently laid off looking!

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From a purely project-type standpoint, what are some differences between ZS Associates and ClearView Healthcare Partners

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I'm throwing a party for my best friend. Can anyone recommend the best Hilton hotel in Chicago? Looking to get two nice rooms.

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What is the industry standard for OTE as an SDR manager?

like

So, I’m currently interviewing for new job, and market is not bad, but I’m anxious and I am interviewing for every opportunity that comes my way (director/vp level, tech). Today, September 30 I received an invite for an initial interview for another opportunity. So I applied to this opportunity through networking on August 10 (!). It looks like a red flag for me and I’m thinking thankyounext, but again it’s covid time... Thoughts?

like

How closely does your team track utilization? How often? How much does it impact promotions?

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