Newer advisors - what are your firms performance targets for years 1-3?

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

For our new guys, extremely low. If you have about 10 million by end of year 3, you’re good. Obviously, that’s no ones goal.

?

like

Related Posts

I got offer as a Power Bi admin . what is this actual profile in Infosys ? Is it different from Power Bi developer or consultant ?

like

How is the PM Freelance market in Chicago?

I finally landed my first job as a jr AD at an agency! I’m so beyond excited but also terrified at the same time. Is there anything I should keep in mind starting off in this industry? Any secret methods that help you make it through critique with a CD?

likeuplifting

A fresh take on what I'm expecting to be a close call.

Thoughts?

Post Photo
like

I recently interviewed for a really well known, mature tech company that’s revered for its great culture. I was at the last round, after over a month of communication, interviews and challenges. I couldn’t even count hours I’d already put in. Then they ghosted me. It ruined my interest in the role anyway, but I’m still extremely disappointed with how they treated me. Is there a way to give them that feedback? And is it even worth it anyway?

like

17/8

Upper body day. Nursing an injury so had to make swaps to usual exercises

like

BCG 🐠: I heard that all referrals go through some kind of referral portal and that there's a cover letter requirement. How long to hear back after referred, and is cover letter really required? Cont.

Hi
I need some information... My joining date is on 21st September.. So when i can get the onboarding joining mail

If anyone help me for this

like

How is L2 round in Capgemini I mean general manager round or technical?Capgemini

like

Do we have professionals from Brisbane, or other Australian cities here?

I wanted to know what do you guys think I should ask for expected compensation - my profile is :

3 Years into InfoSec compliance around ISO27001; SSAE-18; CIS

1 Year into Identity and Access Management (PAM focussed)

Holding ISO27001LA, CompTIA Security+, AZ900.

In next 4 months I target to achieve AZ500, and CISSP.

Can someone please evaluate and tell me what can I ask in AUD ? Pre and Post CISSP

Thanks in Advance

like
like

Could anyone refer me for Senior UI Developer role at JP MORGAN ? 7.5 yoe and Angular + Vuejs

like

I hit a breaking point today with my current role. I’ve been unhappy for a long time but held out in search for the “right job”. After extensive consideration there’s not a scenario in which (cont)

Anyone going to be in Silicon Valley this week?

Hi guys,

I switched 20 days back to Optum. I have 7 years of experience working as a full stack Engineer, who is passionate working on both front end and back end on latest technologies. But my project is working only on back end with 10 years old tech stack. There is no front end work at all. What should I do?
I don't like working here at all, but I am not sure whether moving out again in a month will give bad Impression on my resume. Hence please give me advice on this situation

like

is mba necessary for landing job as HR, how to establish into L&D roles ? are certification helpful, can you let me know some.

like

We have a firm incorporated in one state and intend to open an office in another. Do firms typically create a new entity for this purpose, or do they just register as a foreign business?

like

I’m looking for a goal setting journal instead of a planner this year and I’d like to support a minority owned business. Do you have any suggestions of where I should look??

like

I’m thinking of picking up a few freelance projects to make the most out of our everlasting WFH situation. Does anyone have a freelance site they like and would recommend? There’s so many at this point, curious as to what everyone else is using and what kinds of projects you’ve been able to find.

like

Team Bicep or Team Tricep ? 💪

[and yes you should train both]

like

Additional Posts in Financial Advisors

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

Tfw you've been to gym, done laundry and put ribs in to slow cook by 9.30am

like

Has anyone heard of, or tried using, the Paladin Registry?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

Anyone know the Edaward Jones account number to rent a car from Enterprise. Looking for our discount

like

I have a tech background and only know bits about business owners. What are your views on the better target audiences at the beginning and how did you guys manage to gain your first client?

like

Anyone sell their financial planning services with access to Emoney really cheap?

like

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

Does anyone have any idea how well RIA employees are paid? pecifically portfolio managers and analysts who actually run the money for the "lead advisor"

like

What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

Favorite Non-Fiction captivating podcast?

like

ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

like

What does a mental health day look like for you? Took one today & it was the best thing I’ve done for myself. Bonus Q: did you own up to it being a mental health day or did you go to “the dentist"

like

Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. The business is cash rich and time horizon is 3 to 5 years. Thoughts/Advice welcome. I already have the potential company/product with no surrender period so I don’t need referrals but I’m thinking there will be at least one person who only reads part of this post and referred me anyway. :-( TIA

like

And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

like

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

What's the most effective way for a small RIA to recruit FAs who have a few years experience, want to break away from large/corporate firms? I'm a $70M fee-only (commissions for insurance) independent RIA with a generous comp schedule that enables FAs to own their own book while they grow. As the owner, my focus is to help FAs succeed; as a firm, our focus is on client service and helping them succeed. I can afford a small salary, but not benefits. I'm especially interested in female FAs.

like

Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

Anyone have the CTFA designation?

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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