{ "media_type": "text", "post_content": "I had someone (26 year old) apply for a non-advisor role on my wirehouse team who is currently an advisor at a bank channel. I don't think he is a good fit for the non-advisor role (wealth management associate) because he eventually wants to be an advisor again. Any reason not to explore him trying to move his book ($300k rev) to my team and see if he can make it as an advisor? I won't guarantee him completion of the FAA program but will mentor. Gotta earn equity partner in my opinion. Thoughts?", "post_id": "5fdc33aedfad4f002003f963", "reply_count": 3, "vote_count": 1, "bowl_id": "59c9c2210166340011891d31", "bowl_name": "Growing the Team" }

I had someone (26 year old) apply for a non-advisor role on my wirehouse team who is currently an advisor at a bank channel. I don't think he is a good fit for the non-advisor role (wealth management associate) because he eventually wants to be an advisor again. Any reason not to explore him trying to move his book ($300k rev) to my team and see if he can make it as an advisor? I won't guarantee him completion of the FAA program but will mentor. Gotta earn equity partner in my opinion. Thoughts?

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Wow... FA... that seems a little harsh FA... but maybe you know more about the wire house channel. I think a 26 year old having already built a $300k revenue stream is impressive. If he is ready to leave the bank channel I’d recommend teaming up with some independent advisors. Bank clients average investment side may be too small for the payout at a wire house.

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