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Pre-tax 401(k) or after-tax...thoughts?
YYY, aren’t you on my level?

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Pre-tax 401(k) or after-tax...thoughts?
YYY, aren’t you on my level?

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That’s a lot of households vs small AUM for a branch. You said you managed solo but does that mean you were the only manager and advisor?
Sounds like an issue of not bringing in clients with larger assets to place under management vs just increasing earnings on current HHs. Maybe the new advisor will handle more prospecting? I’d feel slighted about that window though.
How much revenue is your branch producing? Honestly, $55M AUM is tiny.