Hi All, I am seeking advice on how to transition into wealth management - client facing role. I am currently a relationship manager on the sell side. Does anyone have any advice on how to transition into this industry? Or where I can find a mentor in wealth management to help get there?

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It’s very easy. Apply for one of the wirehouse training programs. They take anyone that can fog a mirror

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What kind of clients are you serving? Do you have a network of UHNWIs or HNWIs? The entry point would be more what expertise or contacts you can bring to the table. Happy to advice more, i did the change a couple of years too.

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I’m interested in what you thought of the CISI qualification - did you do it yourself with the textbooks? Or via a training provider? Been trying to get a soft copy of the material to see if I actually want to take it forward. Have the IMC and the CFA ESG certificate but need a level 6 if I ever want to move on to managing risk.

If you are good at relationships, Do you want to build your own agency? Do you want to recieve overides generated from leaders that you helped develope into agency leaders? An agency leader earning 100K will generate apprx 10K in overides to you annually. Call 6037071355 to find out more.

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🐠 Vegas meet up on Jan 6th? Comment if you're down!

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model 3 vs the model s? I drove both and actually like the handling of the 3 better. I live in a city so the 3 would be much easier to park and move around. Cargo space seems fine. And it’s so much cheaper. What am I missing? If I wasn’t that concerned about the $ would I be silly to go for the 3?

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