Looking for a change of scenery

Please tell me about Finet. Not only as a solo advisor but the possibility of building a branch. Pros and Cons please.

like
Reaction Icon Like
Arrow Icon
works at

I think wells uses it to blunt moves to independent, but it’s terribly expensive relative to other independent bd platforms. Pricing is not even close to other independents, payouts and fees. I guess the positive would be an “easier” move than to change b/D’s entirely. But make no mistake, you are paying for the privilege.

Reaction Icon Like
like
Arrow Icon

Looked pretty hard at FiNet and LPL. Went LPL (hybrid) and ultimately am multi custody and will go RIA only Get away from Wells, you’ll be happy.

Reaction Icon Like
Arrow Icon

Related Posts

This is IPG’s health insurance for 2020. Is this competitive with other agencies?

Post Photo
likehelpful
Reaction Icon Like
Arrow Icon

Experienced hire Associate in MC. $75k appropriate? Based out of Atlanta. KPMG

like
Reaction Icon Like
Arrow Icon

Looking for consultants with Power Bi/Azure skills located in Houston? Come join Slalom!

like
Reaction Icon Like
Arrow Icon

Pro tip: when you're waiting for your uber at the airport on Thursday night, have them pick you up from the departures area. It's usually empty so there's way less traffic

like
Reaction Icon Like
Arrow Icon

Have a strong background and interest in finance, tech, and business. What are some good career opportunities for me both within and outside of consulting?

Reaction Icon Like
Arrow Icon

Anyone have thoughts on the various iPad models? Just want to watch videos while traveling/in hotel, internet browsing and do some photo editing- do I need the iPad Pro?

like
Reaction Icon Like
Arrow Icon

Client request adjusted hrs: 6-10A(break)6-10P. I said ‘No can do!’ They said ‘That is fine& w/in ur rights.’ So obviously I’m adjusting hrs. Just fun when both parties commit to role playing a bit.

funny
Reaction Icon Like
Arrow Icon

Has anyone been approved for a relocation package while already employed by the firm?

Reaction Icon Like
Arrow Icon

Anyone from accenture wish they rather use the money from the stock sharing plan on bitcoin instead

Reaction Icon Like
Arrow Icon

I have less than a month to learn everything I need to know for how to build a reference implementation on Azure. Where do I start with zero cloud experience?!

Reaction Icon Like
Arrow Icon

Where do you buy your suits?

like
Reaction Icon Like
Arrow Icon

Is anyone here in the ATL? I am trying to get a feel for the salary.

like
Reaction Icon Like
Arrow Icon

I think I blew out the Medela pump in India because the voltages are different! Wtf to do now?! 😭

Reaction Icon Like
Arrow Icon

Trying to order a desk to pick up from ikea but every time I try it says they've reached their order limit for the day. Any advice on when the best time to try would be? (Obviously morning, but I've tried all times of the day)

like
Reaction Icon Like
Arrow Icon

One more week is gone and i dont feel i have contributed anything to the project. Any tips how to get your motivation back? Feeling so depressed but i still have work tonight and coming weekend!

Reaction Icon Like
Arrow Icon

Hi Steve, Thanks for taking the time to do this. I spent a few years at VM, but left shortly after you arrived. What's your opinion on bringing people back? Any chance you're open to a 1:1 chat?

like
Reaction Icon Like
Arrow Icon

Is there usually a salary difference between type of producers?

uplifting
Reaction Icon Like
Arrow Icon

Thinking about bouncing back to my old firm and wondering what chances are of negotiating up my salary? Less than a year since I left. And, any leverage to not having a recruiter tied to me?

Reaction Icon Like
Arrow Icon

Ronnie Chieng's standup special is especially relevant these days. Amazon NOW!! Never leave your house!!! And white people you should have been beating your kids 😂 this whole time. Y'all complaining

likefunny
Reaction Icon Like
Arrow Icon

When you guys are booking trips do you book changeable tickets? I always fear that work will somehow get in the way (never has before) and I’ll be asked not to go. Also, ever take a few days off (cont

Reaction Icon Like
Arrow Icon

Download the Fishbowl app

That was just a preview…
Sign Up to see all discussions
  • Discover what’s 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 with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Sign in here

Share

Embed this post

Copy and paste embed code on your site

Preview