{ "media_type": "text", "post_content": "When jumping ship from the bank are there times in the year that you think are best?", "post_id": "59af9fdb1e9872146e08df30", "reply_count": 2, "vote_count": 7, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

When jumping ship from the bank are there times in the year that you think are best?

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The advice is not totally objective and I am not sure that I buy into it, but some recruiters have told me Dec 01 is good because others who might call your clients are busy with holidays. Also potential offers for transition funds could be higher b/c they will want to place you in this years data.Suppose the latter point would not apply if you are trying to jump straight to RIA.Is there any transitional funds for move to RIA? I am thinking they will cover the cost of eating the fees for account closures, but doubt there is anything beyond that.

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It is either the last week or two of the year you cant move because FINRA closes down the transfer system.

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Additional Posts in Financial Advisors

GC application submitted today. Eb1, no perm (l1a) and my country is current) in nyc office. What should I expect for the timeline?
8 months i145
+ 12 months i845?
Any help appreciated

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I think my analyst is going to quit. I thought they were crushing the game: great work ethic and product, good attitude and sense of (slightly cynical) humor, one of our best analysts. Turns out all smiles and good attitude wasn’t working for them. Feel terrible about it. One for the analyst, two for our team, three that I had any part in it.
Part of me says suck it up. The other - prevailing - part is super concerned. So, check in on your juniors at a real level. The kids are not okay.

likeupliftinghelpful

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

likefunny

can any tell me what is C2 level at CapG?

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Hi folks,
Planning to join
Legato Health Technologies. Is it a good option from learning and internal hike perspective? What is the shift allowance and other perks/benefits?

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Hi,

I have 3+ years of experience in manual testing of web applications and Rest API's and little handson on automation. I am looking to settle in a product based company. Please let me know if there r any openings?
Thanks.

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Can any ACN strategy folks share the base comp for managers and senior managers?

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were there any lay offs in tcs/tcs digital in last 2-3 months

Looking for some success stories. My friend transferred a PGA tested embryo but baby stopped growing at 7 weeks - right after hearing the heartbeat. She was initially told that the sac was measuring small and to drink a lot of water. She’s still not sure if that caused the MC. She’s scared of trying again. Anyone have a successful pregnancy after miscarrying a healthy embryo?

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GT have any gym membership promos????

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Struggling with whether or not I want to go up for Manager this year. My due date is mid-December. I feel in a good place to go up but honestly don’t know if I want the extra responsibilities once I get back from maternity leave? My mentor also said the pay is not a huge jump.

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What is Change Management Consulting? Strategic? Management Consulting? Different or the same?

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Pune office lo evaraina flatmate kosam chustunnara ?
M here , dm me if we can take together, i am searching this weeken

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What’s the best advice/insights you’ve ever gotten when you first started in LS/pharma consulting? I’m trying to get my foot in the door. 0 YOE in consulting. Would love some help/connection.

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How long do you reckon this very hot market will go on for? I’ll be trying for promo next summer but if it doesn’t happen I’ll look for an external move and hoping to get one of the crazy TC bumps (>30%) people are talking about these days.

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Any good ideas for JD preferred jobs? Over billables trying to transition.

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any Ag teachers out there?

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Just paid off my credit card debt that totaled a whopping 5-digits worth! ($XX,XXX) Took 7 months of sacrifice and making better life choices. I never wanna be in debt ever again!

Post Photo
likeupliftingsmarthelpful

Additional Posts (overall)

Going to start looking at different programs to get my Series 65. Any suggestions for a virtual program?

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How do you deal with a client who constantly forgets discussions or things they agreed upon?

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🐠 with kids - what comes first, your kids or your marriage? I was surprised to hear my spouse say kids, which left me a little blindsided. I know they are a sacrifice of time/money, but I made vows

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What do you do w/ a very competitive colleagues when you're not? And the competitiveness turns into bullying? Haven't experienced this since middle school - it's mind blowing

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How do you sell the benefits of managed money to your clients?

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What are your tips and tricks to get a good night of rest?

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Apple downgraded from neutral/hold to sell by GS.

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What's the most important news story that no one is talking about right now?

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I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.

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According to new rules, if you have a CFP you have to give up your 7.. Correct?

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Do you ever take out ur work stress on it significant other?? I'm quitting just to save my relationship...

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How do you carry a backpack laptop bag without looking like you’re running late to Calc 101

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For those of you that outsource to a money manager for your portfolios, how much do they charge to do so? I realize UMA and SMA are an additional charge.

likehelpful

What’s the best firm to switch to?

I’ve had motivation issues the last couple of months and not making near the contacts I should be on a day to day basis. I know it’s the age old symptom FA’s develop, but any advice would be great!

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What are the best lesser known tips to managing people?

what's the best tv episode ever aired?

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I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....

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If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?

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What cost effective CRM do u guys use that’s compliant?

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