What brandname in our industry do you think is "most trusted"?

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

I think through a client’s eyes...there’s always a bit of skepticism or caution when dealing with any financial firm. Money is such an emotional issue. So when dealing with our business, I think the name ON the door is more important (and to be trusted more) than the big corporate name ABOVE the door.

like

Vanguard

like

Lehman Brothers?

Morgan Stanley for high net worth.
Vanguard for retail clients.
Fidelity for stupid people.

Because anyone off the street can walk in and open an account and they have billions of accounts

Related Posts

Anyone working in Data team and involved in the process of finding/interrupting so called Data-Driven Insights? I'm interested in leaping into one of those. Tell me how you did it 🤩

like

is it just me or is Horizont a sensationalist rag? "So clever wirbt Netflix am Frankfurter Flughafen" and shows a bad casefilm for a mediocre stunt. No offense Heimat, its just one of many examples

Hi guys, does the Bank of America support Canadian who works with TN work Visa? Will their HR or legal team know how easy it is ?Bank of America

like

What are he differences between a principal and partner?

like

How can I delete or deactivate my NSR account?

like

1 year MBA (from a Top European B-school) or 2 year MBA from Top US B-School? Which one is better?

like

i asked the fantasy football bowl but no response 🫠 my QBs are brady and rodgers … thinking about playing rodgers … is this the move ? 🫠

like

Hey! Anyone interested in purchasing a SXSW Film badge at the early bird special cost of $895?

like

Thoughts on the amount of Firm newsletters we recieve?

HUGO, you're killing me FAST.

like

I have a total experience of 7.6 years, with 5 years as Test specialist. I have experience in manual/Automation/ETL testing.
Current CTC - 8LPA.
Expected CTC-`12-15LPA
Can anyone refer me to better companies in Gurgaon Location?

like

Hoping someone else will share!!

like

Hi I have offer from tcs but at my current company I have signed a bond but when I resigned my company not accepting resignation and not taking the break amount. Remaining time is of 9 months. What to do if I email to tcs they will not accepting me without reliving letter. Please guide me.

like
like

What questions are asked in final round interviews?

like

I recently interviewed for a role at Goldman Sachs and completed all the levels. After the final interview HR sent me a link to fill out the Compensation Questionnaire and requested for related documents. Next day, another HR called me for some clarification and told me that they are going to request for some approvals. Does this mean I can expect an offer letter? If yes, how long will that process take?

like

Has anyone here been to jail? Is it really as bad as they say?

like

Hey y’all. Anyhow have a good place to sell or trade Rolex for another piece? I have a 116523 Two Tone Daytona in with a slate dial. Looking to upgrade to something new and trying to figure out where to go to make it as painless as possible.

likehelpful

Hello Friends,

Any idea...how much max CTC wipro can offer to lateral joinee for QA automation with 5 YOE and tech stack as python, selenium for B2 band?

like

Additional Posts in Financial Advisors

Looking for good cash flow software/app. Trying to help clients understand their budget without them (and me)dreading putting it together.

like

Resume more than 1 page, thoughts?

like

Best books you read this year that aren’t about sales, marketing or prospecting?

like

Golfers: athletes or no?

like

How do you deal with clients that think that I work “for” them? Attitudes and such. My understanding is that we work “with” them. 🤯

like

I wanna buy a practice and pay for it in Bitcoin.

funnylike

To all of my Advisors out there, what has been your most effective source of leads for you? Do you tend to pay for qualified leads through marketing resources?

like

This winter will be 3 years. I probably won't leave for another couple years if I even move at all but I'd like to know why those of you who chose either did what you did and pros and cons.

like

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

like
like

Coolest swag items you've given out to prospects and clients? Need new ideas aside from notebooks and pens

like

Preferred way to take daily notes? Which software/program do you use? Or just stick with pen/paper sometimes?

like

Why do people buy Starbucks coffee when your home office has a nice automatic Starbucks coffee machine and all you have to do is place a cup. I swear I'm not cheap but wasting $3 bucks irritates me.

like

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'.

like

Nothing like some Hans Zimmer to get you in the FKING ZONE

likesmartfunny

I started this year eating clean and gyming 3-4 times a week. And now I'm back to binge eating with no excersise. How do you guys stay healthy & motivated?

like

Looking for a marketing/admin/junior advisor role in my practice. Currently managing 250 mil in nyc all fee based and will inherit another billion within next 5-10 years. Provide email if Interested.

like

How to deal with being unimpressed by your own career/growth?

like

How to manage / work with those who don’t see your vision?

I was hired because my company realises it’s out of touch with younger generations and I come from an arts background with a fresh take on things and am not your typical ‘financial adviser’.

However, all of my creative ideas are blocked and I’m told to tone them down but this is the whole reason they hired me.

How have you handled similar situations where people don’t get your vision and are preventing you from doing your job?

like

New to Fishbowl?

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

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal