Anyone here use Wells Fargo advisors to manage their money? Have family friend offering 1% commission (schedule TBD).

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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

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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...

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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?

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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.

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What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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Best way for a new intern to learn the basics of excel?

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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?

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Where have you travelled to for work in the past 12 months? Let's see who's been working at fun, cool cities

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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.

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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.

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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.

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Does anyone here have any experience working with clients who have children with special needs?

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Any salaried FA positions out there where commission or building your own book of business isn’t involved? What are the salaries?

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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 ?

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How quickly do you respond to emails over the weekend?

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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

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What do you think about tactical seasonality with your portfolios?

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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.

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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

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✈️🏡

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First time ever I did no. 2 while on a work meeting today! Not gonna lie. It felt exciting

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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.).

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Enjoying the sun

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