Related Posts
More Posts
What is annual hike % at Acuity?
Additional Posts in Financial Advisors
So the fiduciary rule got tossed yesterday
best resources for brushing up on excel?
Anyone knows about the base for chase PCA?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.




Are you taking clients w you? Just go - you’ve mentally already left, don’t stick around to let your production take a hit because your mind is somewhere else. Good luck on the new position!
Be nice, professional, thank everyone for the experience you have gained where you are. Do t get trapped into discussion on why you are leaving and why the new firm is better... vague comment about how this opportunity came up... smiles and lots of thanks to your current team
Prob won't be backlash-your former co will be happy they don't have to pay you a bonus this year!