Financial Advisors

Financial advisors in the high net worth niche, how long did it take you to build your books or did you inherit yours from a retired advisor? I’m miserably failing out of the merrill lynch program

like
Reaction Icon Like
Arrow Icon
Posting as :
works at

If that is so, make sure you leave before they have the chance to fire you. Don’t want that on your public files!

Reaction Icon Like
like
Arrow Icon

Asking for money in most cases causes failure. Finding money will get you with the big boys. Sadly others might take a large cut and starve you anyway.

Reaction Icon Like
like
Arrow Icon

What do you mean by finding money vs asking for it?

Reaction Icon Like
Arrow Icon

Because you can't make it at Merrill with their ridiculous standards, does not mean you should leave the business. I have seen countless advisors wash out of Merril only to become HUGE SUCCESSES at other more reasonable firms.. and with higher payouts!! As was said earlier, Leave before they terminate to avoid the stigma on your U-4

Reaction Icon Like
Arrow Icon

Additional Posts

When you put a ticket on hold with your travel agency and the airline changes the price, do you pay your hold price when you're ticketed or the new price?

like
Reaction Icon Like
Arrow Icon

Client site is next to a maximum security prison. Also there's a roach problem. And the faucet water is brown. #ConsultingSoGlamorous #OITNB #YouveGotTimeeeeee

like
Reaction Icon Like
Arrow Icon

Is Haas the best MBA program for a career in tech?

like
Reaction Icon Like
Arrow Icon

How is the relocation reimbursement done? Is it a fixed amount? I am trying to move to client location to Atlanta.

like
Reaction Icon Like
Arrow Icon

Doctors appointment at 9:30 this morning. Covid-19 test at noon today. How’s your day going?

like
Reaction Icon Like
Arrow Icon

I left EY last year and is now considering rolling over my 401k balance left in the EY plan to my IRA. Just realized that my vested balance was lower than the balance Fidelity has been showing (cont.)

like
Reaction Icon Like
Arrow Icon

How is Blue 449 in Chicago? Culture? Team? Any thoughts are appreciated! :)

like
Reaction Icon Like
Arrow Icon

I hardly ever log on to skype for business and it feels like I’m the only staff in my office that isn’t always chatting with people throughout the day. Anyone else? Could this be seen as a bad thing?

like
Reaction Icon Like
Arrow Icon

Canadian Big 4 consulting folks - how do you like your jobs?

like
Reaction Icon Like
Arrow Icon

Really just looking for an attractive female coworker to alt travel with

like
Reaction Icon Like
Arrow Icon

Can someone explain the Hirevue interview process for Deloitte? Will it be generic first round or technical interview? I am appearing for Salesforce tech.lead position?

Reaction Icon Like
Arrow Icon

Is there anyone who moved in house and/or client side? What are the differences and how is it? Would love to hear your thoughts

like
Reaction Icon Like
Arrow Icon

So I have a baby. Take off 4.5 months. Within the next year, I’m am Pregnant again.Manager makes a comment on how this isn’t good timing and could affect my job. So do I notify HR? If I get fired for

likehelpful
Reaction Icon Like
Arrow Icon

New dad that is trying to figure out how to balance life insurance choices (whole life vs term), a 529 plan, 401k, and general investments . Any advice or experience is welcomed!

like
Reaction Icon Like
Arrow Icon

Any recommendations on best ways to track current and near-term (3-6 weeks) team utilization across a group of 100 or so working on multiple projects at the same time? TIA

like
Reaction Icon Like
Arrow Icon

Interested in leaving the firm at a critical time in my current project for personal reasons; is this going too far in terms of burning bridges? I'm the lead on the project.

Reaction Icon Like
Arrow Icon

You can you theoretically turn down a promotion? Can you imagine what being a 40 year old associate w/ 18 years of experience would be like??

like
Reaction Icon Like
Arrow Icon

Anybody have any personal experience or knowledge about the work culture at Visa.

like
Reaction Icon Like
Arrow Icon

Why are so many people migrating to Alix? MBB, T2, B4? Or is that not true?

likefunny
Reaction Icon Like
Arrow Icon

Does MBB respect your title if you try to lateral as a senior analyst, or will they generally knock you down to analyst/associate? Is this dependent on where you’re coming from?

like
Reaction Icon Like
Arrow Icon
That was just a preview…
Sign Up to see all discussions
  • Discover what’s it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

OR

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

Please enter a valid number