Once you’re a “successful” advisor(you define what that means for you) or established a lifestyle practice. What does the day look like for you? If you’re working close to 20 hours a week. What does that work actually look like? Hard to imagine clients needing something almost everyday. Anybody who has established their practice, would love to hear!

You are currently posting as works at Private Client Banker

Once you’re a “successful” advisor(you define what that means for you) or established a lifestyle practice. What does the day look like for you? If you’re working close to 20 hours a week. What does that work actually look like? Hard to imagine clients needing something almost everyday. Anybody who has established their practice, would love to hear!

3 reactions

3 months

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works at

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a Financial Advisor 1

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Mentor

It depends on the week, but 40 is not unusual, and 20 would mean I was sick or taking days off for family. I have heard that there are advisors who don't work as much, but I am guessing they are working with fewer and higher $ clients. I work mostly middle class so I have roughly 800 clients. I spend a LOT of time doing reviews - probably 50-60% of my time anyway. Planning, applications, investments etc. take a good amount. After that is prospecting. I am at the point where I need to add more staff so I can do more prospecting and less maintenance.

3 reactions

3 months

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Author

a Private Client Banker

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Ahhh around 40 hours is not bad at all basically 9-5. And it makes sense with that many clients that you’ll have something to do every week/day. When do you plan to stop prospecting?

1 reactions

3 months

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a Financial Advisor 1

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Mentor

I'm about 17-20 years from retirement, but my wife will likely be done in 7, so I'll probably stop prospecting then.

1 reactions

3 months

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a Management Consultant

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Advisory (MC/SC) me kita hike mil raha hai on an average for Tier 1/2/3 in AC Bangalore?

2 reactions

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a Producer

▸ production

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Looking for freelance junior and mid level producers for an agency gig in NYC. Message me if you're looking or know someone who is!

1 reactions

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works at EY

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Which are the best forex card for an Indian travelling to UAE for a 2 months work engagement?

1 reactions

Posting as :

works at EY

▸ advisory

You are currently posting as works at EY

Any recommendation for a therapist around Jersey City/ NYC area? I have called 15 people so far and none of them are taking new clients. This isn't helping my anxiety.

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a Senior Consultant

▸ Financial Services

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How hard is it to unload a lease in CLT? Has anyone done it before?

1 reactions

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works at Wipro

Yoe : 2 yr Sap abap on HANA . What salary should I expect ?

SAP Accenture Deloitte PwC NTT DATA

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Ideal Salary for 5.3 years of Experience person?
Tech Stack : RPA

1 reactions

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works at Accenture

▸ Other (non-Software)

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1 reactions

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works at NYU

▸ Other (non-Software)

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Currently preparing for a final round case interview at the director level for a CVS Health graduate summer internship. Any tips or things I should look out for/emphasize? First time making a final round. Thanks in advance.

2 reactions

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works at RSM

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Anyone in industry loving it, but also wanting to go back to public for the more motivated, smarter, and younger people?

4 reactions

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works at Tata Consultancy

▸ Technology

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***Urgent *** Where to join?

2 days left to join.
IBM - 17 lpa
Capgemini - 23 lpa
Tech - Oracle apps/fusion technical Yoe - 10 years.

I heard, there are projects shortage @IBM in Oracle Apps currently. (As my colleagues are on the bench for 2+ months in IBM after joining)

Please suggest IBM Capgemini Accenture Tata Consultancy

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works at EY

▸ Assurance

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Apple GC policy for non-tech roles
Could someone share the experience of how to start the GC process asap? TIA

1 reactions

Anonymous User

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Hi all - which countries are accepting Third country national (TCN) stamping appointments for h1b? Any recent experiences to share? TIA

4 reactions

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an Account Director

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Hey Chicago has anyone lived and worked in Minneapolis? I know they have Target and several agencies - and apparently more Fortune 500 companies than Chicago. What are your thoughts on living there? Car needed? Culture?

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works at EY

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Hi fishes,

I got progression and now I am a S3 in EY GDS, Financial Risk Team. Bangalore

As S3 is also internally called as AM level, how much salary hike can i expect? I got EC as rating this year and have 5 years of experience.

Current salary 8LPA Fixed.

Thanks!

4 reactions

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works at EY

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Hey fishes, need some clarity on following cases

1. I got HC this year and last year, this year I got promoted, still my variable pay bonus % was same both years, is it a default method for all or its controlled by Managers ?

2. Will HC hike with and without promotion will also be same ?

How much hike I can expect from Staff to Senior promotion this year at High Contribution

4 reactions

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a Lead IT Auditor

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Hi, fishes! I just joined EY GDS last October. Is it possible for me to be regularized in Cycle 2?

1 reactions

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a Senior Consultant

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Anyone know rough salary for senior data scientist roles at BCG Australia?

2 reactions

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a Consultant

▸ Analytics

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Hi,
I have got offer from deloitte and oracle with similar ctc, which company should be better to join?

1 reactions

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a Team Lead

▸ Other

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Hey Guys!!
Is EY GDS still in BIG4 or any changes happened?
Advance Thanks for answers!

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a Financial Analyst

▸ Financial Services

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Hello Mastercard employees. I have been trying to break into MC for long now.

I have 2 yrs workex post MBA. I have experience in data analysis and consulting. But I don't want to get into consulting anymore. I am looking for analytics roles. Anyone here would be able to DM and guide me on the available options at Mastercard?
Location: Gurgaon

1 reactions

Additional Posts in Financial Advisors

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a Financial Adviser

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Anyone working at Barclays Wealth Management in the UK?

3 reactions

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works at Charles Schwab

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At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

7 reactions

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a Private Wealth Advisor

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During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

3 reactions

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works at Janney Montgomery Scott

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Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

1 reactions

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a Planning Consultant

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Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

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a Financial Representative

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What are some good networking clubs, organizations, or groups to get involved in?

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works at Robert W. Baird

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There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

3 reactions

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a Premier Banker

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Anyone knows about the base for chase PCA?

1 reactions

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an Investment Adviser

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For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

1 reactions

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a Financial Advisor

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Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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a Financial Professional

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I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

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a Financial Advisor

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And another one bites the dust

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works at Wells Fargo Advisors LLC

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Best coaching company to help focus on client service model and bringing in new assets?

2 reactions

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works at Edward Jones

▸ financial advisor

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What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

3 reactions

Anonymous User

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Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

10 reactions

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a Financial Advisor

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I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

1 reactions

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works at Waddell & Reed

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What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

5 reactions

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works at Lincoln Financial Group

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Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

2 reactions

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a Financial Advisor