How did you first choose to become a FA? What makes you like the job?

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

I was a teacher and got pissed my advisor didn't contact me in 17 years after selling me the annuity.

likefunny

I was a sales trader at a private bank for almost 10yrs, learned a lot about private wealth mgmt and built a nice network as a result. An opportunity came unexpectedly to join UBS as a FA, I knew it was quite risky to leave the comforts of having a decent salary, but the upside was just too good to resist. So I made the move to try to build my own business, serve clients the way that I believe clients want to be served instead of almost pushing products. 6 yrs later, it was the best professional decision I ever made.

helpful

Related Posts

Anyone from Publicis Sapient here? How’s the WLB and culture there? TIA!

like

Just got asked to write the brief for a video I'm producing 😂🤦‍♀️😭

likefunny

NYC AD/CD avail ASAP.
Recruiters, CCOs, ECDs, DM for Reel/CV. TV, SM, OOH, OLV, CPG, FB, IG, Ps, ID, AI, HTML, CCS, FMCPG, AR, ETC..... TTFN

like

People whose culture comes from Muslim majority countries are usually more family oriented. How has working in this industry affected you in that regard?

Hi, new here! Is there anyone could help me to unlock my DM's? Thanks

like

Anyone still working remotely? Pros and cons?

like

Is IVF tax deductible? (Assuming it exceeds the 7% of agi)

like

Hi, Anyone accepted retention offer from Accenture Accenture India

like

Hello everyone, vacancies at Consero for various roles.
DM me your resume

Post Photo
like
like

What are your thoughts on high property tax properties. Currently in NY but planning to move to Bergen County, NJ for good schools but most of the places have property taxes of $19K and above

like

Anyone hiring or recruiting in the San Diego area? Experienced scientist/engineers with over ten years of industry experience and MS in Bioengineering

Is there a way to *format the cell* to show a number such as $53,159 to $53,000 WITHOUT rounding the underlying number? I need to keep the original accuracy to sort later; just want to know formatting method

like

I will be traveling this year with Avianca. Should I start with a new Avianca membership or use a United membership?. Are points worth more in Avianca or United?

like

How do you find motivation in a company that doesn’t give bonuses for those that aren’t a partner level?

Looking to buy a new wallet, preferably in black leather with a budget of $100. Any suggestions?

like
funnylike

If I only have 30 minutes for a technical interview for a PE ops role, am I expected to know how to build a 3 statement model? I would assume it’s filling in missing items and calculating out items like the cash flows, but wanted to see if others had any insight.

like

Any thoughts on yoga for weight loss?

like

Additional Posts in Financial Advisors

I'd be curious to see others client review process. Do you have an standard agenda that you use, whether you follow it loosely, adapt it to the clients situation, or use it for everyone

like

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Tired of people complaining about work/life balance, and then complain about not being successful.

like

Who here markets to propsects between the age 30-45?

like

what is the song of the decade? what songs from this decade will still get played 15 years from now?

like

Anyone knows about the base for chase PCA?

like

Hey 🐠, what are your recommendations of books, articles, or practice tips to improve communication, both verbal and written?

likesmart

In your opinion, what's the most overhyped technology/trend in tech right now?

like

What was your growth in 2017, and whats your plan for 2018? Numbers and actions?

like

6 week cram sesh for CFP. Any recommendations?

like

Has anyone come close to quitting? Why did you stick around?

like

Has anyone ever used a service called Advisor Fuel? They fill seminars among other things. Wondered if anyone has experience with them to share? Or an alternative?

like

Do any of you use your wholesalers for markting efforts? If so, what are your best practices?

like

How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?

Anyone use lead company motivatedprospect.com to buy leads ? They have been emailing me s ton lately. I also have been getting Bombarded with shady seo and lead generation companies on linked Constantin joitescue. He had

like

I'm seeing a big push for goals based financial planning. For those of you in the HNW or UHNW space, what are they looking for?

like

Thinking about calling local accountants and CPA's and inviting them to a luncheon. What topic(s) do you think might motivate them from behind their computer screen to grab a free sammich?

like

Why does everyone stay at the wire-houses? I don't understand. Is it the leads? I mean the size of some of these books and ppl are wondering if they should go fee-based RIA yet... why wouldn't you?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal