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

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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