PCG to Finet????? Talk to me on payout differences and your experiences good and bad. Thank you.

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Before you can make the move to FiNet you have to talk with manager. He/she will give you all the guidelines (no accounts below 100, can’t prospect WFC clients, etc). They’ll also go through pay schedule.
By the way, FiNet just lost the guy who built FiNet- went to start his own RIA

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Comments appreciated

I’m in WBS, they won’t allow us to transition to FiNet.

Wow. Is that a new policy?

My understanding WBS to FiNet, they won’t carry your licenses. PCG to FiNet I hear they kill you for a year on payout/payback to PCG. Not 100% sure, just what I’ve heard.

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