Anyone here use Wells Fargo advisors to manage their money? Have family friend offering 1% commission (schedule TBD).
Any fishies successfully quit smoking? I’ve tried vapes, gum, patches, cold turkey, hot turkey, no avail... desperately trying to kick this bullshit habit
My worst fear is the �mute� button on a call isn't working and the person on the other end can hear you bitching about everything they're saying
I had three appointments today. All three brought up fees right away. It seems the commercials and the news articles on fee awareness are definitely working...
One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?
Nothing bothers me more than clients who are incredibly aggressive in their email responses. Wtf man I'm literally here for you I'm not your enemy. Chill out.
Hi y’all, for those who are super forgetful like myself, what are some tips/tricks aside from generally taking notes and basic organization for not forgetting things?
Where have you travelled to for work in the past 12 months? Let's see who's been working at fun, cool cities
How do you decide how much notice to give when you're leaving a firm to go to a competitor? I know that no matter how much notice I give, they'll walk me out the day I give it. I don't want to be in limbo for 2-4 weeks while my licenses are still held by the former firm before I can start at the new one. But I also don't want to burn a bridge by resigning effective immediately. Would appreciate some insight from other W2 advisors who have moved firms before.
New to this and need some help. Next week I plan to start cold walking. I know I can be successful doing this, but I have no clue on what to say when I start.
Dealing w a couple of prospects who inherited their money. Every single one of them didn't do shit but are so arrogant. Don't know why they have a chip on their shoulders when they didn't work for it.
Any salaried FA positions out there where commission or building your own book of business isn’t involved? What are the salaries?
Trying change my questions or come up with new ones . Anyone have some good questions to ask on the phone for phone review or quarterly check in ?
How do you define a succesfull day cold prospecting? This is the one thing that I struggle with. I could make 200 calls in a day but unless I get a meeting I feel like I haven't done anything
A friend interviewed with Deloitte and they asked him for w2s to discover & verify prior salary. He refused and they withdrew him from consideration. Was that ethical? Was that legal? D.C. market.
For avid readers, anyone have kindle unlimited - pros / cons? Also what's the best reading device - iPad or Kindle? Did iPad w/ Kindle app in the past, switched to (paper) books and switching back
NYC Peeps: I'm coming back to my nyc apt from a state that's on ny quarantine list. Does quarantine mean I'm not allowed to go outside for walks? Obviously not going to hang out with people or go to
Has anyone heard of the rumor floating around that someone from 200 Mech building was tested positive for COVID19. I sincerely do not want to speculate but trying to confirm what I heard today.
What is the best way you have ever successfully reached out to and won a client whom you had no connection to? We’re trying to come up with a plan to pursue some of our dream clients.
Running the numbers, and even if you have med school debt still I think it could still make sense to invest in the market at these low levels. Could provide returns above your interest rate
When it comes to minorities getting paid less than their white counterparts (esp. men), do you think it’s more about minorities having difficulties standing up for themselves to make a case for getting a raise/promotion, the bias of their managers/leadership, or both? Asian male here who doesn’t like to toot my own horn or play politics but feel increasingly like it’s required to keep climbing in this industry.
Anybody move from Philadelphia to California or DC? How long did you move for and did you like it? What did you like and dislike?
Can I make a donation to a nonprofit client? The ethical rules don't really seem to address the situation (they focus more on funding litigation, giving loans, etc.).
Does anyone keep a journal? Looking for a way to help manage my anxiety and have something to look back at in the future
is a standing desk converter worth investing and a better investment than an actual standing desk? looking for recommendation. I'm over 6 ft and my desk is 30 inches tall
Deloitte people: does anyone live in a different city than their home office? How does it affect year ends?
I’m leaving my job and will need an affordable but reliable health (+ dental) insurance plan. Any suggestions would be appreciated!
Genuinely over this app. Wish we could have a space specifically for us. This is a good platform to see how they really feel about us though. https://joinfishbowl.com/post_l1jc6kge