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Posting as :
works at Manhattan Wealth Management
▸ Independent RIA
You are currently posting as works at Manhattan Wealth Management

Has anyone used Smart Asset for lead generation?

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Posting as :
works at
You are currently posting as works at
Posting as :
Berkshire Money Management 1
You are currently posting as Berkshire Money Management 1

Yeah, but with no success. The concept is fantastic, but the leads we get consistently do not realize that an advisor will call them, so it’s essentially a $100 cold call. It is an excellent training tool for our junior advisors, to get used to probing conversations and how to handle objections. It’s well worth it’s cost for that, but we’ve had little success in getting anything other than cold leads. However, I will suggest that some of that is our fault. We live in a very rural area, so any leads we get are typically a 45-minute drive away, and in an region where the average work commute is 8.5 minutes, that distance seems rather foreign to the leads.

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Posting as :
Pen icon, author badge Author works at Manhattan Wealth Management
You are currently posting as works at Manhattan Wealth Management

Ok gotcha and thanks!

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Posting as :
a Financial Advisor 2
You are currently posting as Financial Advisor 2

Less than useless
Just cancelled yesterday

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Posting as :
a Financial Advisor 1
You are currently posting as Financial Advisor 1

I'm in New York and a guy in my office tried out half the leads were confused people that don't know how their number ended up there

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Posting as :
works at Larsen & Toubro Infotech
▸ Engineering
You are currently posting as works at Larsen & Toubro Infotech

Hi fishes, how much scope is there for K2View tool? Please help me.

Posting as :
works at EY
▸ financial services
You are currently posting as works at EY

After I eat sehri, I just want to lay down while my stomach looks like a mountain. Then I become so lazy to get up for fajr. Shaitan is locked up, it feels like I’m the shaitan, don’t wanna get up ...

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Posting as :
Karthik Raj
▸ Analytics
You are currently posting as works at Karthik Raj

Hi fishes,
My sister is completed B. Com - 2022 passed out.

Which is the best domain for her, if she want to move to IT industry.

*Data science
*Aws, Devops
*Oracle SQL. PLSQL

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Posting as :
works at Accolite
▸ Engineering
You are currently posting as works at AccoliteBadge Image

Is it safe to join @cvent during this recession time as frontend software Engineer 2.
React develper with 4 yr exp.

@Cvent

Posting as :
works at EY
▸ tax
You are currently posting as works at EY

Looking to sublet my apartment on the UES ASAP - let me know if you’re interested.

Posting as :
a Senior Vice President
▸ public relations
You are currently posting as works at Senior Vice President

I was hired in a predominantly white agency to help change the culture to be more diverse and inclusive. What would you want to see if you were interviewing at an agency that looked very homogeneous..

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Posting as :
works at OMD
▸ Analytics
You are currently posting as works at OMDBadge Image

Just registered for WAATBP end of this month and am looking forward to it!

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

So I'm not trying to be dense, but how is it worth billions of dollars to send Artemis to the moon when we haven't even figure out how to fix our own climate

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Posting as :
a Manager
▸ Strategy
You are currently posting as works at Manager

I test drove a 2017 330 gt, got an offer for around 28K. I need to fit 2 child seats and don’t want to get an SUV. It’s surprisingly roomy inside. Asking for the pros here for any insights or things to be aware of before I pull the trigger. My first german car upgrading from an accord.

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Posting as :
works at IBM
▸ Advisory
You are currently posting as works at IBMBadge Image

Conversation Starter

Kejri after watching Radhe

Post Photo
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Posting as :
a Senior Software Engineer
▸ Other (non-Software)
You are currently posting as works at Senior Software EngineerBadge Image

Need 11 likes to unlock DM

Thanks 🙏

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Posting as :
works at Accenture
▸ Technology
You are currently posting as works at AccentureBadge Image

How is the United States Delivery center? They are recruiting me for that. Good or bad? anything to be aware of?

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Posting as :
works at Tata Consultancy
▸ Engineering
You are currently posting as works at Tata Consultancy
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Posting as :
works at Dell
▸ Engineering
You are currently posting as works at DellBadge Image

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Posting as :
works at Nagarro
▸ Strategy
You are currently posting as works at Nagarro
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Posting as :
works at EY
▸ Strategy
You are currently posting as works at EYBadge Image

Anyone from Amazon's finance division. Require an employee referral for a role.

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Posting as :
a Senior Consultant
▸ Engineering
You are currently posting as works at Senior Consultant

My friend is having 5+ years of db development/admin experience and is currently looking for a job in Kolkata (currently working for EY India government sector project where wlb is a joke).
Can any of you please help with a referral ?

Posting as :
works at Auriemma Consulting Group
▸ Strategy
You are currently posting as works at Auriemma Consulting GroupBadge Image

Hi Fishes, Almost through with all the formalities. Who thinks Omnicron virus could delay offers at one of the BIG4 management consulting offers in India?

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Posting as :
an Associate
▸ Law
You are currently posting as works at Associate

Anyone have insight on working in Patreon’s legal department?

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Posting as :
works at HCL Technologies
▸ Engineering
You are currently posting as works at HCL Technologies
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Additional Posts in Independent RIA

Posting as :
works at North Star Resource Group
▸ advisors and asset managers
You are currently posting as works at North Star Resource Group

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

Posting as :
Paul Mccarthy
▸ advisors and asset managers
You are currently posting as works at Paul MccarthyBadge Image

Bowl Leader

Anyone use SmartAsset for leads? Any success?

likesmart
Posting as :
a Wealth Management Advisor
▸ advisors and asset managers
You are currently posting as works at Wealth Management Advisor

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Posting as :
an Investment Advisor Representative
▸ advisors and asset managers
You are currently posting as works at Investment Advisor Representative

Any advice for someone in the middle of a merger?

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Posting as :
a President, Registered Investment Adviser
▸ Financial Advisors
You are currently posting as works at President, Registered Investment AdviserBadge Image

Bowl Leader

Best way to generate leads today?

Posting as :
works at Merrill Lynch
▸ Financial Advisors
You are currently posting as works at Merrill LynchBadge Image

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

likesmart
Posting as :
a Financial Advisor
▸ Financial Advisors
You are currently posting as works at Financial Advisor

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Posting as :
a Managing Partner, Wealth Advisor
▸ advisors and asset managers
You are currently posting as works at Managing Partner, Wealth Advisor

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

helpful
Posting as :
a Financial Advisor
▸ advisors and asset managers
You are currently posting as works at Financial Advisor

Just made the move from a wirehouse to join an RIA! So excited!

likehelpful
Posting as :
works at Alliance Global Partners
▸ advisors and asset managers
You are currently posting as works at Alliance Global Partners

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Posting as :
a Financial Planner
▸ advisors and asset managers
You are currently posting as works at Financial Planner

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

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Posting as :
Paul Mccarthy
▸ advisors and asset managers
You are currently posting as works at Paul Mccarthy

How do you advertise?

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Posting as :
a Principal
▸ advisors and asset managers
You are currently posting as works at Principal
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Posting as :
a Financial Advisor
▸ advisors and asset managers
You are currently posting as works at Financial Advisor

Are any RIAs charging for maddening 529 plans? If so, how?

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Posting as :
Lork Schellberg
▸ advisors and asset managers
You are currently posting as works at Lork Schellberg

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

Posting as :
a Financial Planner
▸ advisors and asset managers
You are currently posting as works at Financial Planner

Anyone have any experience with xy planning network? Thoughts?

Posting as :
a Wholesaler
▸ advisors and asset managers
You are currently posting as works at Wholesaler

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

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Posting as :
works at LPL Financial
▸ Financial Advisors
You are currently posting as works at LPL Financial

Anyone familiar with or us Snappy Kracken?

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Posting as :
a Senior Associate
▸ Investment & Asset Management
You are currently posting as works at Senior AssociateBadge Image

Average salary for a Senior Associate who’s in the process of getting their CFP?

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Posting as :
works at Berkshire Money Management
▸ advisors and asset managers
You are currently posting as works at Berkshire Money Management

What is your experience with The Bill Good Marketing system?

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