To all FAs:
What would be key components for a cold email looking to join their team?

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Posting as :
works at
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Add value with your network, client acquisition prowess and value prop for the specific book audience. I was once an FA but transitioned to IB as I personally think the WM industry is heading in the wrong direction.

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Ability to bring in assets and a team player

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I would make it a phone call. It shows a lot more effort to me. Staff would likely block it anyways but there would be a way higher likelihood of me reading the email and responding if I knew you called in. I would also reference something unique about our website so I know it’s not an email you sent to 50 people.

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Related Posts

SDR Managers in Tech:

What types of skills/characteristics do you look for in a candidate when interviewing them for an SDR role if they have never had Saas experience before?

I have outbound sales experience in a different industry (internet/lead generation for small/midsize businesses)

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My DOJ was tomorrow 25/07/22 and I received this mail today. Anyone received the same??

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Happy to discuss referrals into Microsoft UK. If you see any roles on the careers website that are of interest then feel free to DM me to discuss!

likeuplifting

A campaign I briefed, helped creatives on, and wrote submission won at Cannes. Someone congratulated me & I’m a bit confused. Does Cannes matter for strategists? Thought it was mainly Effie/Jay Chiat.

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Do you have a LinkedIn? Do you think it's useful to have one?

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What’s the general consensus on drug use off market hours?

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Does anyone know what it’s like at the new Microsoft office? Looking to exit consulting.

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M at Accenture or SM at PWC? (Both within the talent & org consulting practices)

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Working on my cat photography

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1.When does appraisal happens in synechron
2.What is the appraisal cycle
3.How much avg % hike

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Questions my friend asked when I got selected for TA..Bhai teri company ka CEO shroff hai? bhai tumhari company balm bechti hai? Bhai tumhari company me 1411 employees hain? and so on...

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Just had a complete breakdown... I’m so over exhausted idkwtd

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Here's to all my shiny happy people holding options! Good luck and may the odds be ever in your favor! -oxo

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Are there any agencies looking for a creative team?

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Hi Everyone,
Hope you all are doing well.
I have around 5.5 years of experience in Invoicing, Collections and Backend.
I have completed a Financial Analyst course and looking a job for the same field.

Could anyone please help me and refer me for the Financial Analyst role.

I really appreciate the help.

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Live in HCOL city with 2 kids. Have been rentvesting in smaller lower cost cities and getting good yield, moderate growth. Property is ridiculously priced in my city, can’t get anything for under $1.8-2.2mil and don’t have much of a deposit. but rents are going up too. Does it make sense to continue rentvesting? We will have to stay in this city for kids education for next 12 years….

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Hey,

Can i please get 11 like to unloack my DM.

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Tips for helping kids stay on task during zoom? Our little class (9 kids) has been doing zoom circle times twice a week but I noticed they are really distracted. Also every meeting a kid leave...

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Additional Posts in Financial Advisors

What's the most effective way for a small RIA to recruit FAs who have a few years experience, want to break away from large/corporate firms? I'm a $70M fee-only (commissions for insurance) independent RIA with a generous comp schedule that enables FAs to own their own book while they grow. As the owner, my focus is to help FAs succeed; as a firm, our focus is on client service and helping them succeed. I can afford a small salary, but not benefits. I'm especially interested in female FAs.

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Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. The business is cash rich and time horizon is 3 to 5 years. Thoughts/Advice welcome. I already have the potential company/product with no surrender period so I don’t need referrals but I’m thinking there will be at least one person who only reads part of this post and referred me anyway. :-( TIA

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Need some advice bc my work and personal life intertwine. Too much sometimes. Father is my boss. Wife is adamant that when folks come over they take off their shoes. Tried to ask my family...cont

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Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

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Would you say that you're genuinely liked by the majority of people at your office? I just don't really seem to vibe with many people...

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Just curious, what do you all think of WSJ? Do you think it’s worth the price? I’ve been a subscriber for several years but have been finding myself questioning its worth lately.

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Any Fish who are also musicians?

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Have you introduced your team to Fishbowl yet? This is the gift I'm going to give my fellow advisors.

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Any good book recommendations? Would prefer if applicable to the business or self development. But doesn’t have to be.

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ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

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Thinking of bringing on a new advisor. Just my partner and I rn. Newbie was previously licensed working as a paraplanner. He'll need to get fully licensed. What sort of contract should I offer him?

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The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

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Tfw you've been to gym, done laundry and put ribs in to slow cook by 9.30am

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Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

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Anyone meet clients at home?

I'm an RIA, and my home office is much nicer than my office. Unfortunately it doesn't have a separate entrance and you have to walk through the living room/kitchen.

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If you were in a position to relocate, would you move to a locale where Baby Boomers are moving/retiring in a disproportionate #, w/the expectation your career success rate would be higher?

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Anyone else write down short-term and long-term life goals? I've been doing it for the past several years, and it's actually helped a lot.

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Does anyone know the starting salary for Premier Banker at Wells Fargo @?

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How do you sign your emails? Close with �Best�? �regards�, etc.?

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How do people have time to workout during the week? I work so many hours.

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