I am looking to bring on a JR Advisor. They are currently interning with me but plan to have them become licensed in January. What are some Duties and Goals I should give them?

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Posting as :
works at
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New advisors have one goal. Bring in that $$$. What else is there when you are new?

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my guy is 2 clients per month at my minimum requirements and 2m in assets first 12 months just to stay on in month 13. he is only 1 month in.

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Be careful with this new generation of APACs and young guys. They want everything handed to them on a golden platter. This one kid contacted our office with his resume saying he would be a great FA and portfolio manager with his BS in Finance and wanted a starting salary of 80k with benefits.

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Guy claims to run his own PE shop at 27 yrs old. No IB/consulting experience, extremely unknown undergrad, no website, but guy brags about his shop constantly. Skeptical at best lol.

Any way possible that he is legit?

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What is maximum amount you can submit for cell phone bill reimbursement ?

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Interested plz DM with job codes to apply

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Helo Fishes,

Pls help me get 11 likes start messaging.

Thanks in advance

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Left old firm to go solo PI. Old firm has 1 outside referring atty. Outside atty approached me and sent me cases directly. Old partner angry & threatening.“I should have called before accepting cases”

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Hello, Pls suggest which is better company Iris soft. Noida or Persistent system pune. I have an offer of Iris soft. Noida of 24 and persistent 20.

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4 YOE how much would you feel asking in TC for BizOps role specifying 4+ Years of consulting experience? Non FAANG tech companies

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Anyone willing to post their home office? I’m looking to revamp mine

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Looks like a promotion could be coming. Wondering what I might expect UX Design Director / in-house finance /Boston / 35

Does Cerner provide sodexo card ?

smart

Hi fishes, after completing 3 months probation, after how many days we get the confirmation ? Even we get the confirmation or not ?

How long should I expect to be in each level? Currently an AE, was an AAE at my current company for about a 1.5 years. Feels like i’ll like be in this role for up to 2 years since there is no SAE.

Genuinely interested in understanding the timeline for account specific career trajectory. I’ve seen some ppl be an AS for 3 years before becoming an AD. Totally aware that timings vary from person to person, but want to better understanding timing since im a serial planner lol

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@Onium Industries
Looking for more investors that add value.

Dynamic Noise Attenuator for car, pickups, motorcycles.

FIGHTING HIGH GAS PRICES With Onium Industries DYNAMIC NOISE ATTENUATOR only makes sense.  For gas, diesel, engines. A wire coated with a Nanotechnology that absorbs/cancels electrical noise in your electrical system that causes lower engine performance, and efficiency which lowers your vehicles fuel economy, Raises maintenance costs, and increases carbon emissions.

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Hi there, any recommendations on a good Vitamin C serum?

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Girlfriend is supposed to meet my parents this week for thanksgiving. But today she’s been going through such bad depression, she mentioned “not wanting to be here” over the phone multiple times. She’s been struggling lately. Is it okay for me to say that I don’t want her to meet them unless she’s feeling better. I told her It’s too heavy when she says stuff like that to me and I want to help. Idk what to say to her.

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I got an offer that’s seems too good to be true! Now I’m having second thoughts that I’m not ready? I think I’m just being too self critical?! Did I sell myself more than I should have and am I good enough to deserve this? 😳😳

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Been making a lot of veggie sushi lately 🥕

Post Photo
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Refering to the history of compensation release dates

Post Photo
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Hi Guys,

How much does a technical support engineer at Microsoft with level 59 and with 5-6 years earn ?

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How is the biz in tokyo since covid? Big layoffs like in the USA? All remote? Picking back up? Thank you.

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Additional Posts in Financial Advisors

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

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Any Fish who are also musicians?

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When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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Anyone getting their LPL emails on an iPhone? I'm wondering how hard they look at the Phone at the annual audit. Not that I'm doing anything they can't see, I'm just always paranoid.

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Anyone else feel extremely sleepy once 2 pm hits? Any solutions apart from coffee?

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Has anyone heard of, or tried using, the Paladin Registry?

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What are you most insecure about?

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What does a mental health day look like for you? Took one today & it was the best thing I’ve done for myself. Bonus Q: did you own up to it being a mental health day or did you go to “the dentist"

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Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

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Currently w TD Ameritrade Institutional (RIA) - manage some Brokeragelink accts @Fidelity as 3rd party. They now require you to sign a form stating you will not be compensated. Questions in comments.

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Does the bowl have thoughts on a part-time MBA?

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Does anyone do a quarterly bonus program for administration staff? I was thinking gift cards, $ or catered lunches but I am interested in a consistent method to calculate the incentive. Thoughts?

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Excuses you've used when you've run late for meetings or work engagements?

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Do you add clients as a LinkedIn connection after you've sealed the deal?

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Just curious, what do you all think of WSJ? Do you think it’s worth the price? I’ve been a subscriber for several years but have been finding myself questioning its worth lately.

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Married peeps, joint or separate checking accounts?

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How do people have time to workout during the week? I work so many hours.

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What kind of shoes do you guys rock at work?

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How do you sign your emails? Close with �Best�? �regards�, etc.?

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