{ "media_type": "text", "post_content": "Anyone try sell someone that hates the firm you’re at which has nothing to do with you?", "post_id": "5bd390b981ca950012d22757", "reply_count": 6, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

Anyone try sell someone that hates the firm you’re at which has nothing to do with you?

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Posting as :
works at
You are currently posting as works at

See: literally every advisor that works at Wells Fargo

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Ummmmmm yeah!!!!!

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Lost a good customer because the bank screwed up his mortgage

Yep and they always hang up the phone :(

What have you done to get past it?

You don't you hang up and move onto the next prospect

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6+ years of experience with .net technologies Got selected in Deloitte for .NET full stack + node js. Can anyone suggest to me what kind of offer they can offer to me current package is 15.6 LPA

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Have you had comp discussions as yet? What was your promo raise from S1 to S2, what practice and city?

Anyone with unlimited PTO actually utilizing it?

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Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

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I want to work completely remote as I am lazy to travel 1hr to reach office and got used to WFH model. But my manager is kind of forcing me to come to office atleast once in a week and I want to negotiate it to once in a month.. any tips or suggestions for negotiation please.

Can I just consider my HELOC as my emergency fund?

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Pros and cons of 529 vs regular brokerage -go!

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Hi All, Given same CTC, Location from Bank of America (C.BA) & Bnp paribas ispl which one would you choose ? Apreeciate your inputs. Business Analyst, Investment banking.

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Hey Fishes,
Urgent!!
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Year of exp: 4 yrsskill set : Aws, Devops, git, docker, kubernetes, terraform and jenkins shell and python

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Have exact 4 years of experience in python web development (Azure) with ctc of 4.2 LPA. Now got offers of 14 and 16 LPA offers in python microservice development(AWS) with 3 days of np left.
What should i be aiming for in next 2 years? Both tech wise and compensation wise
Have no interest in learning front end but already worked/curious to learn more on cloud and devops

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I feel an attraction to my colleague. I will not pursue.

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My base location is Hyderabad. Can I report in kolkata office from tomorrow?

All day long

Post Photo
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Any book recommendations to gift my cousin sister? She studied (masters) psychology and is a trained classical dancer.

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Hi, I’m trying to figure out my long term career path. My career background is internal audit. I recently got my CPA and re-entered the workforce (industry) as a senior IA after a 13 year break. I’m wondering what my options are in the long run. I enjoy IA and plan to at least stay with it until I make manager, but wondering what other options might be a good fit with my background and experience.

What is a ballpark discount in pay secondaries deal teams will see throughout their careers vs. power and utilities and general buyout teams? (assuming similar aum and latest fund size) Weighing out a few options here.

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Ask me about overwatch league lol

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It’s my first pregnancy and so far it has been a breeze. I’m 34 weeks and couldn’t sleep last night with intense heartburn and some nausea. I’m feeling a bit better today but not well enough to contd

Does anyone else feel like software engineers are required to learn a lot more than we ever did in the past?

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Additional Posts in Financial Advisors

Who pivoted from consulting to a career in financial advising? A recruiter reached out to me and I’m interested but feel like it’s a big leap of faith without much info

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Does anyone out there actually like their job? How did you find something you liked doing? Feeling lost and have no idea how to go about finding a new job I don't hate.

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How does the typical buyout of another RIA firm go? 1.5 times annual revenue to the owner(s) selling? 2 times? More? Just wondering about the average multiple usually paid

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Thinking about exploring a switch to Fido or Schwab. Anyone using either willing to weigh in on the pros and cons.

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I am humbled and in a state of shock. My best friends father (who is a client) has spinal cancer and been given a very short time to live. No bullshit jokes on this please, just tell me what VA will give me the best DB.

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Where do you get your equity research indy's?

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If you could go back in time 100 years ago to live in that time, what would you do with the knowledge you have now?

Being approached for a Branch Manager role at RJF. Thoughts on them and role vs. MS?

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I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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How do you deal with anxiety in a high-stress workplace? I worry about everything, even when I'm receiving praises or compliments.

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Big day tomorrow guys! Wish me luck! Final hurdle before going Indy!

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What are peoples’ thoughts on crypto currency - will be utilized or just a fad? Do people on here currently own them?

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Be honest; are you tired of the word "diversity"?

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Small independent RIA looking for a 401k plan to offer clients when it's the right fit. Looking for few fees, easy to use, easy for me to integrate with. Custody at td.

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Does anyone here run a larger practice in on state while living in another state. Would plan on commuting two weeks a month and starting a smaller practice in the state I would move to. Continued

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I struggle with separating my personal life and work. I am small town, many of my clients are my warm market. I am on my 9th year and want to always responsive. What hours do you guys shut it down?

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I'm mates with everyone at work, but I continually find out that "the boys" have gone out for drinks without inviting me or any females. Should I start a female club and exclude them so they wake up?

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Do you straight-forwardly ask someone you admire to be your mentor? Or does it happen organically?

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Advice for hiring staff?

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What percentage of your paycheck do you save?

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