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Hi DI folks, how were the hikes last year??
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The court of public opinion needs a mediator 😩
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Hi DI folks, how were the hikes last year??
The court of public opinion needs a mediator 😩
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Come over to Edward Jones. Way better of a firm to build a book in the long run. We give guaranteed salaries for the first 4 years and then a flat 40% payout. With profit bonuses, high level advisors easily make 50-60% payout.
Hi FA, can I recommend getting your CFP if you want to stay as an advisor? Once I did I reached out to different firms and ended up getting a firm offer from Facet for 100k salary + bonus and stock options, 100% remote too.
Bowl Leader
#advisors #finance
Bowl Leader
What might be a good pivot point is to focus on a specific niche within Advisory. For instance, I work along side an Advisor who has been very successful exclusively targeting Veterinarians. Feel free to DM me to chat about this.
Bowl Leader
This is so true. The massive wealth transfer within the next 10-15 years as Boomers pass is going to be insane.
Do you do a lot transactional business (traditional brokerage) or more managed business? $200 a month seems ridiculously low.
Mostly transactional. Mutual funds and life insurance. A few scattered annuities and lots of retirement planning. For example I had three appointments with a family who ended up writing two whole life insurance apps on their kids. The total comp was about $30 for that. It just seems like I’m going to have to do an insane amount of work to get back
To the 65k I was at before I came here.