For those of you that are within or are familiar with the bank channel. I’m currently an advisor at Citi and been at a horrible branch for 2 years. I just got a new territory with a lot of potential However, I was just given an offer from Citizen’s bank where I’d be inheriting a $40 Million dollar book, $20 Million in managed and a 34% payout of revenue on TOP of salary for 3 years. I’m nervous to make the move, but it’s a sweet deal. Need some advice here fellaz.

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If you are inheriting the book, make sure you protect that book and not let it churn to the other advisor who managed it in his/her new bank.

Also, clients don’t care what logo bank you work for, so don’t be afraid to leave Citi.

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