Leaving insurance company. $1M GDC and going indie. I'm paranoid about downloading client data including all the planning I've done over past decade. Any insights or best practices? Am I too paranoid?

like
Posting as :
works at
You are currently posting as works at

To you, they are your clients. To the company, they are theirs. Be smart.

likesmart

When I left the bank my broker dealer warned me that they would pull video of me leaving the bank for the last two months and search the computer for downloads of customer files... so be smart... handwritten is good.. your commission statements are yours... then advertise heavily the day you leave... I put up 12 billboards the Sat after I left letting customers know where I was... several right around my old office

likesmart

Printing data ok? Screen shots from snipping tool of our CRM?

like

OP, nope. No printing. They can see records of what went through the network to the printers. I've seen it happen before where people get busted because they printed lists. You can do that on the Indy side, but not the bank/wirehouse/insurance side. You'll fry.

like

Don't you have an assistant? Make them do this crappy task.

like

I shouldn't download to external hard drive? Ahhhh! That'll take forever to write it all down!

like

Take pictures of your computer screen with your cell phone/tablet. DO NOT email them to yourself, store them on Google, Dropbox, etc. Just the pic, stored locally. Delete as soon as no longer needed.

smart

Make sure your clients have your cell number...

smart

I did the same thing. Write it all down.

In addition to monitoring anything you might have printed using company machines, If they sue you, you’ll have to turnover all your personal computers/devices for discovery. Pain in the ass and will cost you money. Which insurance company? Do they have a history of suing advisors? Most insurance co’s want out of the bd business and just want you to keep writing insurance biz with them. They might not be as harsh as you’re thinking. That said, assume the worst.

People - type it all into an Excel file on your personal laptop...and hopefully you don't type with two fingers. You may be able to get away with copying and pasting onto a thumb drive excelfile. Unplug your machine so it's not connected to landline/wifi. These companies are really not as sophisticated as you all paranoid people think. You may be able to synch all your contacts to Outlook and then save the file to a thumb drive - download to your personal computer - upload to Outlook. Encrypt the file, they won't know how to open it. I wouldn't worry this much, it's not like you are working at CIA...

Depending on the Co. Larger wire houses have software programs called sniffer software that track and analyze your key strokes... it's similar to Amazon, they know you're going before you do!

Related Posts

Got hired full time from freelance. Promoted to a mid level project manager. Offered in both LA and Boston. What is a good range to ask? Is 68-75 too much?

Why is medical insurance only 5lpa for most of us.
A single night at ICU costs 50k.Just saying.
It should be atleast 20lpa

like

What's the worse thing you have done with your client?? GO!

like

I recently moved to US from Georgia, I have team of developers and project manager in Georgia who are able to work remotely. Big advantage of this type of team is salary per hour because its quite low in Georgia rather than US. Because Im new here I dont have connections with businesses in this field, where can I find cofounders like this who will be interested in software development and finding clients for this team?

like

Please help guys!!
Joined Accenture for python programming language . Want development project only.
But heard that they might assign support/maintanence/testing based on requirement.
Can anyone clarify ??

like

Can anyone share the salary structure who works remotely for the US, UK or any other foreign company?

Interested to see whether we get the same tax and other benefits as we do get in local jobs like car allowance, medical insurance, internet allowance etc.

#remotework #remotejobs #salarystructure #taxbenifits

Help desired from anyone who made the switch into tech for product management or product marketing management:

Currently an Account Manager/Project Manager at PR Comms agency (1yr) and want to make the switch back to tech.

I have sales (both tech + retail), marketing, social media and account management experience (5 yrs total additional exp). I’m finding I’ll need a PMP or a Product Management cert to “have more experience” to get back in.

Any advice from those who got into tech for PM/PMM?

like

Could really use some advice. Really struggling at work. It pays well but I wake up dreading it everyday. I’ve started having anxiety attacks. I know this is all first world problems and I should be glad I have a job at all. But I’m seriously considering quitting just to make the pain go away. Any advice?

like

Good morning!

Still trying to figure out this whole Fishbowl thing, so here goes my first post.

I would love to get into provider credentialing, but all employers I've looked at want at least 3 years of experience. So, I'm looking at Provider Network Coordinator roles, because I'm finding some of those roles don't need AS MUCH experience. I'm a RHIT, and have been working in healthcare for nearly 10 years.

Any input on employers is appreciated!

like
like

Looking to get better so wanted to ask: What gives an idea earned potential aside from timeliness? I hear all day what's not "mediable" but no one can seem to tell me what is. Is it subjective to each project?

like

Any one working for shell client in CGI??

like

Hello fishes,
I have offer wit T-systems and Tek System to the project for shell. Which one i should decide. Both provide me same package. Please pour your helps.

like

Considering pivoting into tech. Currently considering Project Management or Presales tech. I understand the general roles of each. Presales seem to make more than PM, so I am leaning towards presales. Curious if any PMs considered presales and why you decided to do Project management instead

like

Hi,
I am on bench from more than 2 months now
I had discussions with 2 separate project teams but they have not gotten back.
Is this normal in TW?

like

I’m trying to land a job in healthcare administration. I have my master’s degree, but I have only 2 years of professional experience. The jobs I have seen ask for 5+ years of experience, is experience weighted more than my masters? Is it about paying dues before landing a job? Or am I looking at the wrong places?

Good dinner places in Nashville? Going for a client project in early May. Thanks!

like

Just got laid off. Client asked me to start a LLC and she will pay me directly. Project is 2.5x my base salary. Seems like no brainer? What am I missing?

likefunny

does anybody know of any iconic healthcare/pharma activations that were done in recent years? specifically trying to find some examples done for disease awareness days/months.

like

More Posts

like

Hey Jr.ADs
Who's your manager? Mine is an ACD. I am just curious 🙃

like
like

Can any amazon 🐠 give me an example of their amazon TC breakdown, if comfortable? More specifically looking for anyone with 250k TC and above. Your Location (state) would also be helpful. TIA

likefunny
like

My friend asked me to invest in his trucking company as they have an opportunity to acquire a much larger trucking company but he needs capital. He's offering me equity investment or a structured loan. What are the questions and information I should be asking to 1) decide if his business is worth investing in and 2) which type of investment would be wisest (I'm more interested in passive income from dividends or other profits l

like

Do you all believe in horoscope? Why or why not?

like

Wake up to 6am client call, I find myself with a sore throat wondering if its covid (again even though I'm vax'd and boosted and had covid 2 months ago) or if its a normal cold.

Only to have client reschedule for tomorrow at 6am.

likefunny

Received a windfall and don’t need to work for money again. Want to quit my toxic BL gig right this moment but I am handling a handful of clients on my own who need a ton of help getting their affairs in order + have closings pretty much every week through year end. Responsible/not burn bridges thing to do would be to give notice now and finish out the year but now I have 0 motivation to do anything other than to rent a beach house and relax

likeuplifting

Anyone here live in the us and study Islam? Looking to do a program on evenings and weekends that won’t interfere with work. I’ve heard of a couple of options like zaytuna and mishkah and others. Does anyone here have experience at one of these institutions and can tell me more about it? Jzk

like

Welcome to oracle retail Consultants forum

Don’t know if this is a right place for this question: me and my wife moving out of NYC after 10 long years and want to take a photographic memory with us. Any suggestions for locations ?

like

Just met with a career / life coach and she quoted me $10k for 6 months. Does this sound reasonable? Any thoughts /insights into coaching in general? Have you tried it and did it work?

like

Any AWS cloud consultants willing to give answer some questions about the positions and day to day tasks? I currently do something similar at Microsoft and was told by at my last loop that the specific position I tried for wasn’t for me but that AWS was, so to apply for something else. The consultant position aligns with my current. If anyone’s willing to discuss the role with me, it would be appreciated! Thank you.

like

Is anybody else watching Luis Miguel La serie???

like

Hi guys .

I am new here. I have a 2.5 year of work experience at genpact. Can anyone suggest me the hirings in accounts and finance for growth.

like

Question on I94 - I had a stamped visa on my passport. Traveled to India and came back. However 5 days before my arrival to US, a new H1B extension petition got approved although the validity(including the i94) was a month later than my arrival date to US. The CPB officer put the i94 end date as my stamped visa date. My i94 is still valid.
Example: Date returned to US: June 1, Approval date on new i797(h1b extension petition): May 26
Validity dates - July 1 2020 to 2023

Would you guys agree?

like

Hello 🐠! Have you had any experience with Positive Psychology interventions to help with mental health? Does PP really work as they say? Or is this just another buzzword?

like

How do I ensure I receive sales credit when there are multiple SMs on it? Am I just along for the ride?

like

Additional Posts in Financial Advisors

Has anyone ever used a executive suite (regus type) and used the secretary to answer the phone and then have it forwarded to another phone?

like

Hello, new to the FA industry. I am currently studying for SIE. Do you guys have recommendations on places to start your career? I’m looking into Raymond james training program and want some information on the program.

like

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

like

Any Finet owners here? Walk me through the pros and cons please

likehelpful

Any 🐠 doing long-term side gigs? How do you maintain a steady level of output despite crunches in your day job?

likehelpful

I'm working on a Social Security seminar and I know 60+ people don't like driving at night. So I'm wondering if a continental breakfast seminar at maybe 11:00am on Fri/Sat would be the best time?

like

Has anyone used Insmark software for their illustrations? We were thinking of buying it for the premium finance cases. Compliance says it's better to use outside software because it reduces liability.

like

Netflix is up, fantastic. But since they cancelled the OA, they'll never be forgiven.

like

What are the best ways to cold prospect right now?

likehelpful

Best investments for 3-5 year time horizon?

like

Has anyone had success selling long term care insurance? How did you position the product? How did you convince the person to buy it? Which policy do you sell the most? Cheapest LTC carrier?

like

Wells Fargo laying off thousands! How will this effect WFA?

like

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

like

A headhunter reached out to me, asked if I was interested in a position, I replied positively and still have yet to hear back. It's been a week. Not sure if this is normal...

like

What do you do on Monday night?

like

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

like

Best Client Appreciation Event you’ve ever done?

like

Whats the highest commission you ever made?

like

Anyone have tips for doing Keto

like

Any good movie suggestions?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal