Does any one use a TAMP in a IMA?

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Conceptual understanding of money appears to be an illusion. There are mediums of exchange and there are reserve assets. We need each, we need them to exist separately, and we need to maintain accessible conversion between the two. Going down the path of trying to treat fiat currency as both medium of exchange and reserve asset is the failure of the past century. Do people agree/disagree? Why?

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In light of all discussions on FB, it seems to me that individuals at our firm have been removed out of EY beyond PIP related issues.
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Anyone here who has been or going thru arranged marriage prospects, at what point in the course of talking/ meeting do you bring up exclusivity? I am talking to this guy for 3 months given COVID we are not able to meet, but he also seems really into me, we talk everyday and go to sleep talking to each other, but recently I think he is talking to others too and my parents also want me to talk to more guys if I can’t finalize on him. How do I handle this gracefully?

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Additional Posts in Growing the Team

When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?

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If I'm planning on bringing in a rookie with 3-5 years e,experience and a minimal book, would it be wiser to give him/her a W2 or simply split a production number?

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Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

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Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

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I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

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Opening for a advisor to join an existing vertical team in Columbia SC.

I need some advice from advisors who have brought other “Junior” Advisors on. What is a fair split? Currently I have passed on my smaller clients to them, as well as providing consistent leads for them to call and meet with. The individual is working to build their own book of business, but up to now doesn’t have much production. They have only been in the business for about 2 years. I also provide an office and everything that comes with that, and admin assistance. Thanks in advance!

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I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

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Do you think it would be better to add a female associate to my practice or a male or do you think it wouldn't matter as long as they're qualified. I know sounds like I'm stepping into a mine field but I'll concede a woman adds different intrinsic attributes to a team- on the other hand, I've already got a wife maybe I should steer clear??

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How do I get a new hire to stop saying “um”, “like" & “you know”?

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Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

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What is your staff to client ratio? How did you determine when to hire add’l help?
We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

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How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

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Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?

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Hi there, I’m looking to become an Advisor. I’m not sure where to start. I’m currently a Relationship Manager with over 8 years experience looking to jump to the Securities world. Any suggestions???

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