Just made the move from a wirehouse to join an RIA! So excited!

Does anyone think that it’s wrong to just not need a lot of companionship? I have an SO, decent family members and I guess a few friends. And I really don’t feel the desire to surround myself with peo

I know it could differ depending on the company, but is It feasible to make 100k-200k as a client-side creative in NYC/be successful w. only client experience?

Likes for enabling DMs. Thank You

Hi all, I've just been offered a role at Accenture UK and was wondering what the paternity leave is as this is going to impact my decision. Can someone please share? Thank you!!

Does Accenture have a policy to pay for spouse dependent visa?

Is it appropriate to give your PL a gift (MD)? It was a promotion year to SM…

How hard is it to get a job at salesforce? How difficult are the technical interviews?

I'm new to the city

What's your Age, Sex and Favorite thing about Philly?

30/M/the love for the sport teams

Covid 19 survey …. Can the offer be rescinded if I attest that I am not vaccinated ? Pros vs cons of attending dlaunch in person vs virtual ?

That moment when you don’t remember if you took your Adderall so you take one just in case 🙃

I'd love to create a sticky post here where we can share what technology tools we use to do our job better as Adhd consultants.
I've posted a tool - please consider using a similar format so it's consistent and easy to follow.

Dec lo inko market correction untunda? Unte recent ga promote ayna vallakena leka andarika?

Just saw that DWT in LA has an opening for a junior commercial lit associate position. Anyone know salary for a 2nd year? I had a good call with them before they had any junior positions open. Following up now. Tips/recs/advice welcome. Big move coming from ID

What is a good conversation value for IHG / holiday inn points ? Is “13k points for $100 room rate “ a good deal ?

Looking to change career paths. Currently 1.5 years experience as a SAP consultant doing business analyst activities. I would like to transition to a data analyst role in industry. Any tips?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

What is your experience with The Bill Good Marketing system?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

Do we need to do anything special to accept international investors?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Texas FA’s when is your office re-opening?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Best way to generate leads today?

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Has anyone used Smart Asset for lead generation?

What’s it cost to work with an attorney when leaving a firm?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Anyone use SmartAsset for leads? Any success?