{ "media_type": "text", "post_content": "Are their any NYC or NJ wirehouse looking to go Independent? We did it successfully and can shareour story. What a great move to make.", "post_id": "5a19ae8f84fa4a0013bf8b3e", "reply_count": 2, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

Are their any NYC or NJ wirehouse looking to go Independent? We did it successfully and can shareour story. What a great move to make.

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

Interested in what road you took

We were at Smith Barney and went to what is now Cetera Advisors. Third largest Indy behind LPL and Raymond James. We now have 32 reps in our OSJ from Maine to Florida. If coming from a Wirehouse it changes your life. Depending on your level of Revenue payouts are 85% and up. We do business the same as we did at Smith Barney. Win win for clients and rep.

Additional Posts in Financial Advisors

do you guys often get on a call and just not say anything?

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Hi fishes
my lwd is on 18th aug .
I have only 1 offer from TCS (4lpa)
Have 1 offer pipelined from Collabera 7.5lpa(i don't want to join because of extensive negative reviews)
Having 1 yoe in java,springboot, hibernate, microservices, angular, restful services.
Any referral would help me lot

Anyone here working as Consultant in Accenture Marketing Operations?

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Can we reimburse tinder subscription in well being?

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If anyone is looking for an interesting DOD focused role, DM me. TS/SCI and analytic writing skills required.

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The one who knocks.

Post Photo
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hi all! I got an offer from a big 4 firm in a senior role for 140 base- I had initially been pushing for 150 but the written offer came back as 140. after the written offer comes in are things still negotiable? I only have experience with smaller firms so any advice here would be immensely helpful!

likefunny

I am beginning to DCA into BTC and ETH. Does it make sense to leave my lump sum in USDC while I slowly DCA into the 2 coins? For the 9% interest in voyager.

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This is a test post 3

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My joining is on wednesday. Ey buddy is telling if i do not get the on oarding link by tomorrow i will again get it on monday? Is this expected? Will i be considered ey employee for this timeframe of wednesday to monday?
Also is it safe to wait for the link to come?

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Worked 30 hours this week and it’s only Tuesday. Close to 40 hours including Sunday.

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Hey,
I am data engineer with total of 12 years experience of which 6 years in big data and data engineering.
A mid size company in foster City , California is offering me 205,000$
It is a fine salary for my experience in Foster city (bay Area)

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I'M CRUNCHY IN THE FACE

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Been trying to lateral from PwC Deals Adv to IB and it’s been very difficult. Have the experience and technical skills, just not the banking background firms want to see. Anybody in IB willing to connect and share their experience?

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From the consultant’s perspective, what are the biggest diffs between a firm like McK and Deloitte? Serious question, like in terms of what you learn and experience and your career trajectory

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Hey guys I’m trying to develop a brand for my startup: okane.crd.co … what are some strategies you’ve tried to build a brand and develop a new community?

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The super boss of the company today said that we need to find ways to make the return to office attractive. Apparently the unwillingness of going back to commuting and having to do calls in noisy open spaces came so unexpected....

likefunny

Taking a trip to Peru (Lima, Cuzco, Aguas Calientes) in about 3 weeks. Is there anything I should know regarding vaccinations or meds to bring? Anything to be wary of safety wise?

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Has anybody applied for an L1 visa lately, and if so, what are rough timelines to be approved / be able to move to the US under premium processing category?

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I would pay to watch a fight between KPMG chief & Sir Atib.

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Additional Posts (overall)

I've been getting a lot of requests recently to connect on LinkedIn from people I have never met. Ignore or Accept?

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Transitioning from commission to fee based as well as moving firms. Don't want to bash old firm, but I could use some help with the language to express the improvements the new platform will provide

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What do all you indy RIAs use to archive your electronic communications? I've been getting emails from Smarsh about their platform and wonder what anyone else is doing.

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6 week cram sesh for CFP. Any recommendations?

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What's the most you've followed up on someone before they finally said yes to having you as their advisor?

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Tell me about a time at work where you plateaued happily. You didn't sign on a prospect, you left on time, sometimes you had unproductive days... and it was positive for you.

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Does anyone do radio spots? I'm thinking about coughing up the dough to do a 5 min market update in the morning during the major morning show here.

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Printing is the most thankless yet time consuming task ever... there’s always stupid things you have to trouble shoot and it takes forever!!

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Have many of you had clients that are now wanting to increase risk in the market. I have started to have this happen which makes me think a correction may finally come.

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I work a lot and find it hard to meet people. Just wondering how others cope?

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Anyone use Ubiquity for a 401k plan?

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Has anyone used cold call or B2B list companies? If so who and what was your opinion about cost and service?

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I work with nothing but employer sponsored retirement plans (no individual financial planning). How would you suggest someone like myself work with Financial Advisors to grow business?

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Anyone ever had to deal with another advisor or finance guy in your group of close friends? I don’t have an advisor I’m in direct competition with for clients but there’s a finance guy...continued...

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I'm the worst at accepting compliments.

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Starting to get a persistent eye twitch. Hasn't gone away for months. Advice?

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My firm is a 35 employee RIA that is very process and team-based. We currently use Salesforce. Anyone with Salesforce experience feel that it is any more complicated that other solutions?

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How much of your student loans have you paid off?

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Being from EJ and having been spoonfed everything, I failed to realize my state life insurance license had lapsed. Shit.

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What's worse, dating or interviewing? Or are they the same thing?

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