Financial Advisors

For those of you with LPL. Are you happy with the fee based platforms?

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I use MWP, PWP, OMP, and SAM. Very happy with application of each platform.

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Yes. Very much. Sam/Swm all the way

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I am happy. I use MWP and Manager Select primarily.

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SWM=Strategic Wealth Management as a hybrid advisor means I get 100% pass thru of all revenue. The client does pay transaction costs that *may be high, though.

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Does this mean the company does not take a cut?

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I use SAM2 and charge a fee that generates a net of 1%. They’ve recently revamped their tech and it’s looking a lot better than last year

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Could we stop with the employee of the month nominations? It’s obnoxious that anyone thinks that it means anything

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Who handles social post specs at your agency? How do you communicate them to people? Asking for a friend.

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Another Monday arrives, and I'm on my way to the airport. Thinking about another weekend wasted as all I did was stay in my apartment and be sad.

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Has anyone used Costco to refinance their mortgage? My SO and I are looking to refinance our 250k mortgage to 15 year. We have 70k in equity. I'm seeing rate for 3% at 1025 fee ( 575 lender & 450 App)

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If the Rumors are true that Raises will be capped at 3% for non-promotions, how many of you are planning on leaving the firm?

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What do you do when you exhaust your vacation balance and still want to go for a 4 days long vacation? New to the firm and still trying to figure out how a lot of these things work.

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Ridiculous question for this group. Anyone know someone on the marketing team at Chubbies. Their emails crack me up.

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Thoughts on working at Capital One as a Business Manager? Interview tips/advice?

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Can one get into, and succeed, at MBB with a MS rather than MBA?

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