How does your firm handle bringing in Junior Advisors? Does the firm pay a base and then give something to the Senior Advisor for their trouble? Or is the base paid by the Senior Advisor? I want to bring in a junior and I am trying to figure out what is the best way without taking a bath on my bottom line. I am not a huge book because I got into the "game" later in life, and I chose to work with a middle class crowd. Also, if you give the junior some clients & Jr leaves, do you get them back?

Any thought on tax resolution or going to work for a tax resolution firm?

Anyone make a cross country move as part of a job switch during covid? Wondering if the company expects you to be moved/have a date planned in mind if you aren't already living in the area

Follow up post to my last post…My husband was laid off from the company where I also work. I am feeling really isolated / depressed about working and moving forward. I’m also getting to a stage where I’m really sad that people haven’t reached out to either my husband or myself to send well wishes or provide support. It’s like they don’t know what to say or I make them feel awkward so they don’t bother…I’m trying to focus on a few that have been supportive but it’s hard…Any words of advice? 😞

Looking for a Johnson&Johnson referral. Can anyone please help?🥺

Does LTI pay the full variable annually?
If not than what is the range in which the give the variable

Has anyone transitioned from big law to a boutique practice? I’m weighing my options and would love any insight you have!

What's the best city in UK to buy a buy to let property, with best returns?

Diversification is for protecting the wealth but concentration is for creating. Agree or disagree?

Does anyone work for Boehringer Ingelheim? Would love to ask a few questions!

Is 628 actually the area code for SF? Or people don’t know it and won’t answer a phone number that starts with this area code?

Any thoughts on Harvard Extension School? Considering taking a class in the evening for more personal development. Econ major, would prob do Gov't, Int Relations or Philosophy course(s)

I have a meeting tomorrow to sit down and network with an MD mentor. Anyone have any good conversation topics/ questions? Trying not to appear green and naive...

Xerox's bid for HP is effectively dead, at least for now.

Anyone else think headlines for pitches and client presentations are bullshit? Those headlines will never exist

I feel strongly that the OS App Store and Product Hunt could learn a lot from each other.
OS Store: Dictator-like in the extent that they control what people see outside the ranked lists.
- Pace of new to market apps is now way faster than turnover in "Most Downloaded" ($100b+ AR company, man..)
PH: Free market w/ OK search/community features. Feels the right amount of gritty. BUT with an overhauled design, PH has a chance to scare APPL + show the world a truly great store/market for apps.

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

What do you or your firm do to provide first class service?

Best books you read this year that aren’t about sales, marketing or prospecting?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Does anyone think there is long-term viability in Cryptos?

Best technology to use that LPL has?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

Hey fish: what are some of your favorite business/self-help books?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.