Looking for a change of scenery

Looking to go independent hybrid what firms should I talk to

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Take a look at the general agents of MassMutual. I know my tag says New York Life but I am with a GA called Charter Oak Financial and my life has never been so good. I can get you a call if you wish. Pm me or email at iseidner@charteroakfinancial.com.

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You should talk to third seven advisors... there offering is completely different to what is on the market. Call Matt on 917 403 6284. They are growing rapidly and looking for entrepreneurial advisors to join them. Oh and with them you can be RIA OR HYBRID!! So a wealth of options

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Prospera Financial

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Cambridge Investment Research is who I decided on 2 months ago I talked to all of them

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My team just became a part of Cetera’s new hybrid channel - independent platform but support level of a captive shop. Net revenue is awesome - reasonable affiliation, and no desk fees. The firm covers office expenses and supplies so even though gross payout is less, we are netting the same as friends at LPL. I brought a team with me and we are very happy. If there is a Cetera Investors shop in your city you should check it out.

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Agree.....Cetera Investors has a great hybrid platform. Definitely check them out

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American Independent Securities Group, Boise Idaho. 866.485.4635 Sheila Kerbein. Tell them that “IDM9” told you to call them.

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I really like Sigma Financial. Ann Arbor MI.

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+1

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When you say independent hybrid, do you mean you’d have your own RIA, or you are looking to be an IAR underneath a b/D’s ria?

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How about Finet

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Sigma Financial. Been there over 10 years.

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Depends on what you need for services, your book, revenue and payout. From there you can determine whether a large, medium or small B/D is the right fit for you. I think at the end of the day it come down to how much money ends up in your pocket and how easy the back office allows for business to be done.

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360 Wealth Management. Give me a call, I’ll walk you through what we have going on and where we are headed. David@fpwa.com

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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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I am open to both

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Additional Posts

Anyone ever taken (or heard of someone taking) a new position while on maternity leave and effectively collecting two paychecks?

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I interviewed for FDD at PwC almost two weeks ago. How long does is usually take to hear back either way?

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Consulting peeps - do any of your firms reimburse airport lounge memberships?

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Anyone working all three days of this holiday weekend? 🙋🍺🥃🍷🍸🍹

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Does EY have free annual check up programs like PwC’s EHE and one medical

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GT peeps: about to roll off gig mid-May. Looking for federal sector/investigative work. Anyone know of any projects?

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Rumor has it that more people are getting laid off in Southern California

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TFW you land after a 3h flight and realize your phone battery is at 3%. I'm an idiot. 🤦‍♂️

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Like this post if you have heard that you have been initially approved for the H1B?

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What is the most reliable way to check flight status? DCA site says on time, Expedia app says 1+ hour and AA website says 35 minutes.

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Best ways/timing to break up with someone? Want to break it off with my SO, but feel bad with the holiday and New Years coming up...plz help

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I’ve earned 6.3% on my 401k this year. Is that decent or do I need to look at reallocating?

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Out sick one day and worked from home. Come in the next day and male client asks me in front of the entire team “are you pregnant?” (I’m not) 😐 is this very inappropriate or am I overreacting?

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Hey partner 1, what is the retirement benefits I hear Partners get?

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Anyone interviewed for Sales position and can share interview process/questions?

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What people aren't noticing is that by looting store fronts and local businesses that are already suffering during a shut down, all you are doing is 2 things: -obscuring the message of the protest -adding to Amazon's power of online retail Is that what you want? A type-A trillionaire that pays low wages to the masses, upskills robots, doesn't care about WLB or workers benefits, to become even stronger? How many people are going to benefit by being badly employed like that in 20 years?

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Your favorite app for building and tracking habits to improve your lifestyle? Doesn’t necessarily need to be health/fitness related but figured I’d ask as it seems to be a pretty focused and committed group here!

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What are some good exit ops for EPM/CPM tech consultants with experience in Oracle EPM, Anaplan, OneStream etc. Open for both technical and functional roles with good salary and benefits. Consulting just doesn’t pay enough!

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Director of Operations at a PE fund any ideas on salary potential?

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Not exactly travel, but me and the wife have our first wedding anniversary this MDW. Gonna stay local (NYC) bc we have a ton of travel weddings this yr. Any ideas for cool activities in the city? TIA

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