How likely am I to find an advisor who would be willing to refer smaller clients/clients below their minimum to me? And how would you suggest finding said advisor?

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I don’t think they’re incentivized for it, but “selling away” prevents them from sending the business outside the firm.

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I have tried constantly and the nice ones at firms with high minimums say yes and never follow through. The ones at my own firm say no bc they're too insecure to help a noob!

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Actually if you partner with a merrill Lynch Advisor. They can’t open less than 250k

FA1 - true. I think ML has something called Merrill Edge. I wonder if they are incentivized to refer to them vs outside advisors...

Makes sense FA2. May have to reach out to some local advisors with my same B/D/firm. Was thinking about doing it anyway but just curious on if anyone thinks I actually have a chance or if I’ll get laughed off the phone.

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