Opinion: work with a firm as an independent, self employed financial advisor. On a draw right now ends soon, not nearly enough AUM to sustain. Got offer from insurance agency that will pay salary +

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

What would you do? Start in the $60k mark with lots of room for growth.

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How long have you been on the draw? If you start from scratch with no help it can take 3 years to be profitable. With help or a team you should make it sooner. Maybe you are not cut out for independence. No shame in that. Plenty of people can give good advice but don't market well. If you can't make your goal to be sustainable, move. If you can make your AUM goal in a reasonable time, stay.

smart

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