What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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Looking for startup ideas?

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Filling up the “cons” side on my pros/cons list of going Indy but good idea

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Hard to beat joneslink but all the other pluses make it sooo worth it. Biggest is being trusted and treated like a professional.

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Biggest point of pain is vetting all the technology choices and having to do the compliance yourself. You have to be able to embrace and accept change to make the leap to independence and accept that you will have to correct some things down the road you initially thought were good ideas. It’s all worth it in the end

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Centennial- I agree. Hate when people give EDJ the credit. I’m the one doing the work! I have to remind them

Related Posts

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Any book recommendations for soft skills at an agency/studio? For stuff like giving feedback, meetings, presentations, client interaction, etc.

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likesmart

I am looking for a change. I have total 4 years of experience in Frontend Development (React Js). Please refer me if companies are having such openings.

What can be the expected salary range in general for 10YOE with frontend tech stack React JS in product based companies? CCTC 52LPA, (including 10% variable+stocks)

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Do all accounts people have a lot of anxiety/nervous energy?

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Why was the Bud Knight in that Tide ad with Charlie Day?

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Anyone familiar with the culture of working at ADIA and how they run their transactions ? Is it very team based ? Do you expect they would be very intense working culture vs someone used to NY transaction work?

Does anyone here work for Corporate Value Associates?

If so, could I please get in touch via DM?

Shukran

Hi everyone!
I am looking into doing a Masters in Social work I have already have a social science background and have worked as an international development professional but I’m considering getting into medical social work. What are the pros and cons of being in this field

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Hi Fishes,

Please help me with open hearts for DM services.

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if you have your bachelors and a certification (cpa, cisa, cia) relevant to your practice. is it worth getting an MSA or Macc? benefits? also has anyone tried online MSA (I heard sac state was okay)

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I am on a career break looking for domain transition into Analytics. More than one year I am not having job. My previous experience was of 1 year and 9 months in Content Engineering not experience of Analytics. Please help me.

Hi Fishers, I have accepted Walmart offer and my BGV has started 3 weeks ago. How do I check my BGV status? I will be joining in mid May. Also, I have been hiding one of the company where I had worked for 45 days and then absconded due to personal issues. Would it create any trouble? They had created my PF account though. Any help would be highly appreciated

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Any pregnancy safe vegetarian collagen recommendations?

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Hi fishes,
Need referral for cyber security, 2.5 YOE.

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Anyone work at Spotify or someplace similarly music-centric (Tidal, Apple Music)? What’s the lifestyle / WLB like? How’s your team?

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TSYS or Sopra banking ?

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When you only stay in accounting to pay off your loans, but hate every single day...

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Additional Posts in Financial Advisors

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

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What are some good networking clubs, organizations, or groups to get involved in?

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I like my clients more than my team/leadership

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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Has anyone heard of, or tried using, the Paladin Registry?

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We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

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Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

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What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

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What's a good way for clients to bring referrals to events and seminars?

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What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

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Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

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Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

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What do you or your firm do to provide first class service?

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

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Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

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Do you talk about work with your loved ones? Do they resent you for it? I have no idea how to create a work/life separation

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Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

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What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

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When you're on FB in the bathroom for too long and the automatic lights turn off...

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