What is the income point where an assistant makes financial sense? Or client number, or...

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

I said I'd never do it... the costs of salary,workmans comp, unemployment ect.... plus no one works as hard as I do so I knew I'd end up resenting anyone I hired.... but last fall we just couldn't take it anymore.... going home exhausted.... not getting back to clients... even sales paperwork left undone... so we hired a person... half office manager and half junior broker... WOW! Should have done it years ago....

like

I’ve heard that once you are producing $350k gross, it gets pretty much necessary.

like

As much as I hate my former company ed jones, that was an awesome feature of their business model. Once you have your own office you get your own personal administrativr asistant. They ate a ton of losses on me my first 3 years (of course I made it all back for them plus a LOT of profit). Only having to focus on selling made a huge difference.

like

75k GDC, start looking for part-time assistance. If you want to grow, you need someone to do the tedious stuff. I am very rural, perhaps metropolitan areas are twice that number.

like

Thinking of doing the same thing half and half how are you compensating that person? And I didn't want to do it until I netted home around 300k

like

In Upstate NY so depending on your location you may have to pay more. $57k base, $1000 per month commission guarantee ( she gets 25% of gross), $1000 of bonus each quarter.... one I choose based on office management , one she and I mutually agree on based on actions which should lead to sales. 3% Simple match and $200 a month towards health care. I wanted to add organization to my office, coverage for when my husband and I are away but wanted a person with a sales attitude. My plan is and was for 50% time split between office management and sales.

like

Related Posts

Now I'm in a client location, My manager is a good person but he told me, I should report to Lead.

Lead is a psycho. He shows hell to the team members including me.
What should I do ?

like

What should be a based salary for an office coordinator in financial services?

like
like

I am interested in lateraling from a V5 to a V50 (M/A associate). Would love to hear people’s insight.

- V5 has the better reputation on a national level and local level
- V5 has a stronger corporate group
- V50 has higher compensation due to signing bonus
- V50 has better hour expectations

like

Advice for Of Counsel roles? I am of counsel at a firm where I can set my own rate and keep a percentage of collections, which varies slightly depending on whether the client is one I generated or not. I’m finding that a lot of my work is for firm clients where the lawyer negotiated a flat fee (and the hours worked are less, due to efficiency etc). What is the right way for me to be compensated in this scenario?

like

Hi everyone, I’m a foreign trained PT currently working in NYC, planning to move to California & have a job offer for 90k plus benefits. I wanted to ask if this is a good salary? I’m single but wanted to know more about costs of living/expenses before moving.
Thank you for your input.

How much should a recent grad joining a newly funded Series A startup negotiate for in equity? Non-tech role. Employee 28 I believe

like

Looking for a Dallas Designer & Copywriter for a new CPG client. Privately owned agency. Grew twice as big in the pandemic. We are all remote but maintain an office space and want to hire locally for team get togethers, future client office visits, etc. PM me your book!

I’m currently working in Australia and I’m thinking of relocating to the UK next year. Just trying to get some insights on what the average salary for a senior BA would be in London. Also trying to figure out how likely I would survive financially because I’ve heard accomodation in London is quite expensive 😂

like

Hello, this my first post on this App! I am planning on pivoting into tech as a Product Manager and i have project management and lean training, currently taking product management course with Brain station. Does anyone know anyone look for a volunteer Product Manager? Please post links below.
thanks

like

Hi, is it normal to ask for a raise after a year and a half as an Associate consultant in Paris? Currently I make 43,000

Hi Fishes what is the salary that i can ask for 13.6 years for . Net azure architect in big 4? Throw some lights

like

What is the salary range for Audit manager 2 in USI?

What’s a good salary for Consulting in Amsterdam? I was offered around €3200 pm gross for Consultant level.

I recently received a promotion for a VP role, but only received the standard annual 3% base pay increase. Is it standard to receive a large promotion with no upfront financial benefits?

like

What is the Senior Associate-Risk Management and Compliance Solutions Technology Application role salary range? Would it be federal or commercial?

like

I'm in love with the headshot of one of our client's employees. What are the repercussion if I hit her with the "wyd tn?"

funnylike

Do you have to show proof of competing job offer? I like my current company but comp is def low compared to my peers and similar companies. Planning on getting promoted soon and want to negotiate my salary but wasn’t sure if I need to show proof of another job offer/comp or can I just say I’m considering this other job that’s offering $?

like

Finance and Accounts people
Need your suggestion

I have bachelors and masters degree in accounting and finance

Currently pursuing for ACCA qual. Completed 9 out of 13 papers.

I have exp of 2yr completely into finance and tax

CCTC 7lpa

My sole reason of pursuing acca is to improve my package by moving to relevant SL

I don't prefer Audit as I don't have any exp.

Is it worth to finish my qual. and get the membership

Please throw your suggestions

like

More Posts

15 years today. So grateful.

likeuplifting

Big Podcast fan here- anyone care to share their favorites?

like

How do agents get paid again lol?

like

Please recent honest feedback/review about The Siegfried Group? I would appreciate your help to make a desicion ASAP

Favorite courses in the continental US, and why?

like

Whoa Cece Xie quit biglaw. Should I quit too? Maybe it’s a sign.

likefunny

Any thoughts on in-house production needs for brands in Chicago?

like

How is PwC’s people & org practice?

like

Crowd sourcing some safety incentive program for a new project start up. Any needle movers anybody has experienced? Trying to be more creative than X days accident free that is a KPI for their quarterly bonus.

like

Anyone have any for tips on transitioning from US private sector to practicing law in Europe for a non profit? I am US/EU citizen and qualified in US and UK via QLTS.

Are there any single moms in this group? How do you cope with juggling a career as an attorney and being a full time solo parent with limited support? To what extent do you just hide your personal life/situation from work? Do you feel like fellow attorneys and specifically the partners look down on you because of this? Feeling really down about this lately. Have managed to hide it so far but I feel like it will come out eventually and want to brace myself for the professional fallout.

like

My friends are all having kids or on the path to having kids. I find myself not wanting to be around them anymore. It's weird and they've become weird.

like

Kerryon Johnson or Jamison Crowder?

Is there any reason why you have to check your emails at soon as Shabbat ends? I am literally starting my weekend at 6 pm on Saturday and I get a work email asking for a task to be done. 🙄

like

What’s the best way to get connected with a talent agency to help find a new role as a creative? Any favorites that you’ve worked with?

like

How much cash for grad gift for acquaintance's son?

like

Any insight on the salary range for senior associate at KPMG’s major projects advisory group?

like

Can anyone tell me where I can declare a home loan in the Payroll portal?

I am a little confused...

like

Once you submit resignation at CTS, what are the next steps and processes.
Does it go for manager approval?
When will we get to know the last working day?
What further actions needed from our end?

Thanks in advance !!

like

Additional Posts in Financial Advisors

Struggling to find a healthy outlet during these trying times. I’d love to focus my energy on something constructive. Anyone have some inspiration? What are you doing to pass extra time while you WFH?

likehelpful

Your MBTI type? ENFJ here

like

Looking to pivot back to investment finance (worked for Vanguard) from lending. Licenses have expired. Are there any companies recommended that would allow someone to get relicensed? I am not looking for a cold calling role, but companies like Vanguard/Fidelity pay painfully low.

like

Think it's ever acceptable to publicly yell at someone in front of coworkers? Ugh. I want to crawl in a hole.

like

What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh

like

I'm looking for a calling system that will allow me to be efficient making phone calls. I basically need a system that will keep my list of phone calls by date where I can see the entire list for the day, click on any call I want, allow me to make notes in the phone call and set up the next call for a specific date. I'm not looking for an auto dialer but if that comes with it, great. Bonus points if it syncs with the Redtail CRM. Thanks for your help. I'm tired of using excel. c

like

Anyone have good stories of successfully getting referrals? Please share!

like

I have a S66, S7, and life insurance license. What are some jobs I can do that are salaried. I’m one year in and one of the top producers in my company (800 advisors)

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Has anyone tried smart asset

like

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

like

I don’t like my firm and trying to switch. I’m a licensed rep but not a FA, a 401k guy. Interviewers always ask why I am looking to leave. I try to explain the structure isn’t a good fit...

like
like

What side project are you currently working on?

like

How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?

Coolest things you can do with Amazon Echo!

like

Anybody tackling a new hobby this coming year?

like

Finishing up my business plan for 2019... what are some of your goals? How big do you go?

like