Financial Advisors

Owning book, not owning book. Advantages and disadvantages to each please. At a crossroads 4 years in knowing I don't own my book. Why continue growing here vs building on my own? Is grass greener?

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I consider my book another 6 figure piece of my retirement plan

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Do you want to make some one else rich or would you rather make yourself rich?

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Scary to go from a salary/draw to owning your own practice and book but having done it I only wish sh Id done it sooner

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Same situation, only $11M with 30% MM and taking on all risk, with little income to start, completely on own to find new clients

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Advantages of not owning your book is you’ll likely get a salary or support which can be appealing to someone that’s just starting. No other possible advantages.

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It's either you take low risk get paid and have a marketing budget but own nothing or you take all the risks and own everything including your expenses.

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At a similar crossroad in the bank channel, 3 years in. I see the advantages of owning your book and practice Relatively small book right now, $25mil $10mil managed. Leave now? Grow the book and hope clients come with me? What does the transition look like

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I opened up right across the street from the bank branch I was in. Advertised heavily and 90% of my clients followed but not all year day one. A surprising number waited to see if I was going to make it or until they needed something.

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Only regret, not doing it sooner....

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9 more nights and I’ll be lifetime silver with Marriott. Should I be celebrating this day or be sad that I spent nearly a year sleeping on crappy hotel beds!

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Spent my week on the bench rereading the Harry Potter series for the first time since they all came out. Best. Decision. EVER! Took me back to simpler days. I now feel reinvigorated 😌

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Raise your hand if you are violently hungover

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Is doing part time MBA from stern/Columbia worth spending like 150K ? Would it be well paid off for future? I have 12 years consulting experience.

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Anyone at Accenture TDP make an exit to FAANG, an airline (American/Delta/United), or Disney mind sharing their story? Thanks!

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What's the deal with manual expenses ? I had a few this week because my amex card was missing. Is it okay to report them ? What is the policy about manual expenses anyway ?

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Got RFE on extension application a day after Visa expired. Spouse on H1b as well so thinking of H4-EAD as plan B. Is it viable at all? Has anyone successfully done that? Big4 fish here.

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Desi Folks on visa - Is it really hard to switch jobs in the current scenario? Got a few rejects in December citing visa issues. Thinking of giving it a go again. Inputs will really help.

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F/23/AE/40k First job out of college. What kind of salary growth can I expect in the next 5 years?

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IWD- me and my em end up wearing the same god damn shade of red shirt from CK! Some client folks even asked if Kpmg team dresses the same way everyday .... 🤦🏻‍♂️

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H1b renewal denied . Have a approved I-140 and current visa valid for 3 more months . Anyone been in this situation ?

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Amex on move ⬇️⬇️⬇️

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Any NYC agencies hiring AAEs? Thought my post grad internship would lead to something but budget cuts took me back to the drawing board—oh yeah and I already signed the lease. Appreciate all leads!

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Anybody else thinking about quitting medicine after this COVID-19 pandemic is under control?

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Is anyone hiring Junior Art Directors in New York?

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Best way to prep for the PMP?

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What is Guide House’s bench policy? Considering a move - wanted to check if pipeline is slow how long would they hold on the bench before they let you go?

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It seems as if people of color and on work visa are being targeted for layoffs. Does anyone feel the same?

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Why does it feel like only working moms get flexibility on office hours and uninterrupted vacation time (read: no emails from higher ups starting with "I hate to ask this while you're out, but....)

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