Related Posts
More Posts
Larsen & Toubro Infotech Can someone decline from joining the org on the joining date? I am expecting a counter offer with the same DOJ, but i wont be rejecting the current company i am joining, unless I see the offer from the countering org. Any suggestions on how to handle this situation? Will the first org that i was supposed to be joining, considering me as an employee and apply notice period constraints?HSBC Larsen & Toubro Infotech Tata Consultancy Barclays
GME, BB, AMC, NOK, PLTR
Doge is up 103% today
Did someone say GME 💎🙌
Yay!! The bowl now has 100+ fish.

Additional Posts in Financial Advisors
Anyone in SoCal?
Best technology to use that LPL has?
New to Fishbowl?
unlock all discussions on Fishbowl.




Heavily international exposure
I understand that every client goes into one model with fisher , it doesn’t matter their risk tolerance.
I would focus on the fact that you can customize their portfolio in their needs and goals.
Stock only portfolios. They will get killed in taxes.
How do we get the real facts about what fisher does?
Fisher is pretty good at what they do, all of the comments above are way off the mark.... focus in your individual service and attention to their needs, Fisher is big and he'll get thrown into the call center...
He’ll get a “representative” who is an intermediary - it’s his job it is to deliver investments/advice from the home office. He will be inexperienced, won’t be able to customize, and won’t be the actual person managing client accounts
Thanks for the help.
FA2...good points. That’s what I heard is that it’s a boiler room with salaried employees who basically have a script to follow but have little to no involvement in actual asset allocation and investment selection