What specific tasks do your Assistants do?

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Is EPLI work truly unbearable or is it decent in moderation? Is it worth it to apply to a firm that prioritizes EPLI?

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Men, please trim or shave your chest hair . Gross when it’s peeking out . </PSA>

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Has anyone actually tried virtual therapy for mental health?

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Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

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I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

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How do you get over the feeling that you’re not good enough for your job?

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If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

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Sometimes I feel like I am a drone that just works all the time and I have no friends.

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I do not prospect. I open accounts while slamming a revolving door.

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I’m five years into this game and I still get panicky before client calls... All calls, really. How do I get over this?

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Best technology to use that LPL has?

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