I'm leaving a bank to go to a hybrid I know that outside of that not sure who to call any input?

likesmart
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You have to talk with United Planners. They allow you to custody your IA AUM with Schwab/TDA/TCA, etc without having to be your own RIA. If you want to, you can take on that stress, but easier to plug and play and get best cost and execution for your clients. Call 800-966-8737. A great firm and their Partner Development Team will walk you through your options quickly to see if it’s a good fit for all parties. If not, they can help you find a firm that fits your needs... as they’re just good people!

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Why are you leaving and what would you like your perfect situation to be?

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Depends on your book you can bring over and the type of practice you have.

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Have a look at Third Seven Advisors, based out of NYC but have a national offering. Access to curated direct investments (both late and early stage), branding and marketing team and concierge relationships to help you differentiate yourself. There is so much that they have to offer and the best tech around as the leverage it all out of the family office space, so less restrictions and more customization, with all the same integrations. You can custody at Pershing/TD/CS/TCA/fidelity. Brand as TSA or build your own brand. Honestly, the options are endless. Call Matt on 9174036284 for a quick chat or email fotheringham@thirdsevenadvisors.com to get some more info

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What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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Moving to NYC with my girlfriend. We are 26. Budget is 4K-4500 for a 1br in a luxury building. What neighborhoods should we be targeting? More so foodies than bar people. Quieter probably preferred.

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My company went toxic in the last couple months. Chose me and started interviewing. Had a very successful interview with Amazon but recruiter is working hard trying to place me and said there’s no knowing how long to find a team. Meanwhile I just received a Director offer for a company with a 29% pay bump July 1. If Amazon or any other FAANG/large co gets back to me, is there an acceptable way to not burn bridges with new job and accept or delay start date with FAANG? Or fuck it just hop?

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Had on-site a month ago and recruiter has promised an update several times and not followed through. Anything I can do other than following up once a week? I think I’m the backup candidate but would be helpful to get more clarity

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I have several job leads and I’ve been interviewing since March within the same company. They have been slow getting back with me and I just received a call from a job I applied for two months ago. Now that I have a potential offer elsewhere, should I stay and wait it out or go to the tech company for a new start?

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How does everyone cope with the quilt of leaving a job even though it’s best for you?
My job is understaffed and I feel like I’ll be leaving them down even though my mental health can’t take it anymore.

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Within my first year of Consulting, really struggling with the hours amongst other things. Spoken to a couple of people internally and the advice is to get on to projects with bigger budgets and therefore bigger teams/more support. I want to wait until I hit the one year mark before making a decision on whether Consulting is for me or not. Curious to hear from other experienced hires..how is/was your first year?

How many annual leaves can be encashed while resigning?

I have 31.5 leave balance showing in exit tool but no info on encashment.

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Haven’t applied to new jobs in years… stupid questions, but are resumes still relevant, or is everyone onto those personal websites that showcase work, history, etc?

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How is Projects assigned to laterals in HCL?

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Which country is best to move to for teaching jobs? Visual arts teacher.

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Hi what are the top end salaries of a homecare occupational therapist in the Bay Area?

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Do you find your flexibility is exploited now that travel is banned and you're working from home? Specifically tech consulting I.e..
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Additional Posts in Leap to Independence (True Hybrid)

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

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I affiliated with Raymond James roughly a year ago and I love it. I came from Ameriprise and it is night and day! I enjoy branding my company and have the support of a great firm.

likehelpful

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

I’m looking to hire a junior advisor in the Plano,Tx area, whom is licensed and preferably has a small book.
Compensation DOE....PM if interested.

Is it possible to be an RIA and a Mortgage broker or is that prohibited?

DOL, fee compression, and the top down push by advisory firms to have their advisors stop managing money and focus more on attracting and retaining clients pushed/pulled my career into Fintech

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I’m looking to add an insurance rep to my team. My practice is located in the Dallas-Fort Worth metroplex. Based on productivity, this position would likely grow into a salaried financial advisor role within our practice. 

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I'm leaving an insurance bd. Confused as to whether I create IRA and partner w BD as hybrid, or join indie bd for hybrid . Payouts net of fees/grid similar from what I've seen. Help!!

likehelpful

Anybody have series 24 study materials???

Share your story, and why you’ve chosen to work with your firm or custodian here. So many BD’s force their clients onto expensive platforms. Raise awareness and help reduce client fees.

Is Commonwealth good as advertised??
It just seems to good to be true. ( all the top ratings in JD Power etc)
Edward Jones also has excellent J.D. Power scores but we definitely have issues.........

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