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Work very closely with the other team members in the bank and train them on what’s a good referral and a bad one
I’ve been a financial advisor for 10 years now. Being an independent financial advisor with Northwestern Mutual was the way to go for me because I retain the rights of my clients and I can sell my book of business when I retire. Regardless if you’re with an investment bank or broker dealer look at the first five years as your residency. This first 5 years will have a huge influence in determining how things go after 5 years as well. The first 5 years you’re over worked and under paid. Then 5 years out you’re underworked and over paid. Depending on the contract you have of course. You can build an empire, but the grind is real. Good luck to you!