{ "media_type": "text", "post_content": "I work with nothing but employer sponsored retirement plans (no individual financial planning). How would you suggest someone like myself work with Financial Advisors to grow business?", "post_id": "59c25d86660e97001195ece7", "reply_count": 2, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

I work with nothing but employer sponsored retirement plans (no individual financial planning). How would you suggest someone like myself work with Financial Advisors to grow business?

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Honestly, I would forma a relationship with a FA and tell them that you will refer clients (and employees of the companies they work for) to the FA in exchange for the FA referring clients to you so you can work your way into their company. Does that make sense?

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That seems to be a smart play

More Posts

Anyone here work at EisnerAmper can tell me about the culture/experience?

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Am i being underpaid? I’m making 85k base as a specialty sales rep for a pharma company. i’ve got 4 yes sales experience, 1 yr in pharma specifically

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What are the relocation benefits at Target india.For how many days hotel stay is provided,is it like 4 star or 5 star?

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For benchmarking I think it’d be helpful for all on here to see starting comp. (undergrad or MBA) at top consulting firms:

Firm:
Base salary:
Total possible per. bonus:
Profit share:
401K:

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Feeling like it's only a matter of time before I have to tell the new marketing dept head that the snazzy jargon just makes him sound like a tryhard and alienates our customer base

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“Why are you so far behind?! Focus on your work and stop helping everyone else.”
2 weeks later
“I want you to pick up this extra project”
Also, don’t forget to use up your PTO before it expires. 😶
I need more hours in the day....

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I had a loop interview and the result was: "You are a good fit for Amazon, just not that position." I have a second loop interview tomorrow. Any suggestions? I wish I had more feedback from my first interview.

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My spouse wants us to live with his mother but I am not entirely comfortable with the idea. So he proposed that for 4 weeks we live apart (where he lives with his mother) and then he comes back to live together. Is that something couples can make work?

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Moving away from hike and AIP posts.

Consulting Folks, for Hybrid Commuting Reimbursement, are you charging the DTE expense under the LPX03967 code or the GAA code?

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Does the barn at DU have TVs? Trying to watch the masters replay this Thursday evening

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About to relocate to London in Jan via ACN but double-minded on travel dates now due to the covid situation. Any suggestions on should I postpone indefinitely (based on your experience in London)?

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Does your firm give you a gym benefit, like expensing a membership or $ amount per month? If so how much? Trying to convince my partners to add this to my package. Small boutique for reference

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What is GMS (expat tax) work life balance like at the big 4? I previously worked in SALT and am looking to get back into the tax world and am interested in GMS but wondering what the hours are like? Also what does day to day work look like outside of compliance season?

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Any experience to share with wealth front, another robo advisor platform as betterment. But I see 529 plans and crypto etf options there .looking for some tips@wealthfront

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I’m not sure I fully understand Amazons pay structure. I’m applying for a Sr. Customer Success manager role but the base is low. The sign on bonus may help and the go forward RSU’s…but it seems so unstable. What are the pros and cons of working with Amazon?

Starting to worry that the 5% and market adjustment will not reflect on Workday on 1/15.

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Any openings for production support L1/L2?

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How is WLB in Tiger Analytics?
Do they allow project movement , If we don't like the kind of work we get in project?

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Does anyone have Teledoc or other insurance-covered online/phone therapist recs for someone To help with eating disorders? I am really struggling and have had no access to talk to anyone since COVID.

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Additional Posts in Financial Advisors

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

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I’ve been looking into starting out but don’t understand the first couple of steps. I totally get the business end of it like real estate, office work, etc, but compliance, choosing a broker that accepts small AUM/beginners? Do I really need a CFP? How important are insurance licenses to business models? What if I want other FINRA licenses? Am I my own sponsor? I could go into the details of why but character limits. Any insight or even a place to start looking at information would be helpful.

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Hello! I’m a financial advisor and a CFP. Running a good practice but looking for a side gig while my commissions ramp up. Any tips/gig that have worked for you? Ideally WFH, flexible hours.
I have a double bachelors in economics and environmental science, am a good writer, and good at accounting.
Any and all suggestions appreciated!

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NBC launching Peacock is so tired!

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JPMorgan structured notes, AXA Structured Capital Strateigies, Brighthouse Shield. Thoughts on these similar products?

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Allianz index income VA.
I just found this with its increasing income and crazy percentage. I've sold 2 in 2 weeks.
Now in afraid in missing something. Have I done good for clients needing guaranteed income?

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Any good book recommendations? Would prefer if applicable to the business or self development. But doesn’t have to be.

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If only some of your production comes from fee-based wrap accounts where does the rest of the money come from that you make?

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I posted a bit ago about swinging and missing on a few appointments, but I've closed 1.2MM so far this week. Gotta stop getting too high and low! But woo! Good week!

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I'm pretty active at my church, and I would love to help manage the church funds, but I don't have the slightest clue as to how to strike up that conversation. Has anyone else ever done this?

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What has been the shadiest thing someone has done to you at work?

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Today is one of those days where NOTHING has gone right. How do you handle already feeling behind and then a day hits you like a dump truck and you feel even worse and even further behind?

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What is the value in professional certifications? ACCA, CFA, CIPD, etc.

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I keep getting really sick every few months and then commit to being healthier/sleeping more/working out but never follow through and end up sick and exhausted. How do you stick to a healthy lifestyle

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If you have a regular office in an office building but also do work at your home on a regular basis (no clients coming to home), can you use the home office deduction when you do your taxes?

Best city to live in USA? Want to move to a new place, biggest factors are nice weather, cost of living and having a city feel with access to good health care, fitness, food, entertainment, transport

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Anyone here an independent contractor? Do you need to pay double taxes?

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Currently I’m at JP Morgan as a RB , getting my SIE, 6 and 63 but I just found out I’m unable to get the Series 7 unless the role requires it. I like that Fidelity has some positions are WFH. My question is should I stay with JP Morgan for a year ( don’t have to pay back my licenses) or just apply Financial Service Rep as Fidelity sponsors Series 7, 63 and CFP. I’ll be taking a pay cut Currently 73k salary including incentive at JP and Financial Rep at Fidelity 50-60k salary.

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What do you do when the client repeatedly misses meetings? They are the one confirming but don't show up and attempt to apologize

Came out of my interview. Went to the bathroom. Saw dried tooth paste on the side of my forehead. Fantastic.

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