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Hi everyone! having tackled virtual onboarding personally I wanted to write about my experience to help new starters and managers go through the process. I also spoke to two friends (one starting at Deloitte and the other at an early stage startup). Hope it helps you all! hipr.pl/37DgkAm
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My relative was a high power DC lobbyist - represented firms like Microsoft and Philip Morris. Made a killing, now working with a large defense contractor.
I don't know about killing it..Have a buddy who does $650k at EDJ..$80MM in assets, worked hard, came at right time, perfect jones setting(smaller town, no competition(only indy advisors and local bank, not national firms or national banks). 90% transactional with munibonds and individual stocks.
Had a guy walk in the office last week, referred from another FA. The kinda guy you don’t know if he’s full of shit...lol. Tell me he has $40mm in oil and gas royalties. I’m like, sure you do. So he grabs his phone call his attorney and we verify. I’m pretty impressed, if u saw this guy u won’t think he had any money. He tells me this oil company offered to buy him out. So I ask why wouldn’t you sell, trying to challenge him to see if it’s a personal asset or one he would consider selling. He never though of it. So we call the oil company, within 24 hours they increased there offer from 40mm to 50mm. He’s considering and I’m in line to manage a great port by end of year.
^^ FP1, Now that's a success story. 🙌 Congrats, keep us posted about how it goes!!