Wondering what a reasonable goal for someone to set in their first year gathering assets as an Indy. Assuming you were starting from scratch and were predominantly cold calling in the fist year

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

5 mullion

like

1M

5

Related Posts

Hey,

I am relocating to The Hague, Netherlands in march, 2023.

Looking for a solutions architect, pre-sales engineer, or tech consultant job there.

Anyone knows any openings there?

Ty

likesmart

Does anyone have recommendations for a biotech companies that provides services to start-ups like building out a prototype for a low-cost device, testing application and validation?

like

I am too indecisive for streaming services like Netflix. I don't like picking what to watch, which is why I like having cable. I need the randomness of what's on the cable channels.

like

What’s the day to day life of a product manager like? I’m still so confused about the difference between product manager, product owner, and business analyst.

likesmart

Come see a LIVE chemistry lesson on making ICE CREAM !! Day: 11/19/2020; Time: 5:00 pm EST; Place: Facebook Live (Jonte Lee). For more information, please see the flyer below.

Post Photo

I missed the webcast this morning because I was actually doing my job (was still wearing jeans though 👌🏼)

like

Anybody else thinks that Fishbowl is getting boring now? #shelflife

like

I am a third-year associate at a LA lit boutique. I am currently on bereavement and it has been a week. How long is too long to be on bereavement until my firm is like uhhh, you coming back now or...?

Thoughts on the new WRX?

like

Can someone help me with the review cycle process?
this would be my second review.
Which all month’s performance would be reviewed in coming cycle?

like

What should I expect for a salary range for a “software development analyst” at a research institute in Boston with 2 years of experience

First night of Ferber method with our 6 month old. Wish me luck

like

https://www.facebook.com/idealistxavier/ is a GENIUS! Must have for us consultants to solve client problems!

Post Photo
funnylike

I’m struggling on how to effectively coach a designer on my team who is a low performer. I’ve been working with them for two years.. but have not seen the growth needed to succeed in this industry. They’re slow, lack creative innovation, and have a hard time designing strategically (designs don’t make sense even from a functionality standpoint).

I’ve tried everything I can think of.. but at this point, account teams would rather request working with interns over this person.

Any advice?

like

What do you do with a candidate accepting an offer and sending all her documents only to ghost us a few days before joining? Should we call her emergency number? She hasnt rescinded the offer but seemed to have rather “disappeared” and not responding to emails, text, VM or calls

What are everyone’s thought on Biden’s campaign being entirely anti-Trump. I hear nothing on any outlets (or on the app) that is pro-Biden. Will this strategy work?

like

looking for opinions on the cayenne, please share

like

What is y'all's preferred clipping tool? One of my former companies had a great simple program that was only like $50 and worth every penny.
Snipping Tool just ain't cuttin' it (lol pun intended).

like

Why does the 3% Conference get so much money from agencies & clients when they have a history of showcasing toxic, abusive to female employees underneath them, women in advertising? Every year, people are shocked at who gets featured there. The idea is not just to celebrate women, it’s to celebrate aspirational women. Maybe they ran out of speakers and are dipping down too much. But agencies and clients should take a hard look at who is speaking before giving money.

likesmart

Deloitte folks - I moved to DT Canada last year due to not getting picked in H1. However US made it clear they will apply again (if and when I ask). Planning to have this conversation with PPMD mid Jan. Does anyone know if there a cut off imposed by Seyfarth after which they won’t consider candidate for FY22 lottery? I know they typically ask for info in Jan which is why I was planning to raise this again now. Just want to make sure I don’t miss the FY22 H1 attempt. TIA!

like

Additional Posts in Financial Advisors

Wells Fargo... honest question... are you getting any backlash from clients? Anyone leaving due to the bad press? (For the record, I think it’s overblown)

like

Does anyone use a digital notebook and/or digital pen? What is the best solution? Like to take notes by hand but don’t like retyping or referring back to all the time.

like

I have a tech background and only know bits about business owners. What are your views on the better target audiences at the beginning and how did you guys manage to gain your first client?

like

Anyone else feel extremely sleepy once 2 pm hits? Any solutions apart from coffee?

like

What are the biggest lessons you've learned from being fired

like

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

like

Your best strategies for getting business...Not looking for a silver bullet. I am interested in best practices that I might adopt.

like

How much travel would you consider to be reasonable on a daily basis for a client?

likesmart

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

There is a special place in hell for people who merge cells and add spacer columns.

like

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

like

Does anyone have any idea how well RIA employees are paid? pecifically portfolio managers and analysts who actually run the money for the "lead advisor"

like

Is the cfp as hard as people says it is?

like

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

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

like

Thinking of bringing on a new advisor. Just my partner and I rn. Newbie was previously licensed working as a paraplanner. He'll need to get fully licensed. What sort of contract should I offer him?

like

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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