I am curious if any advisors working with higher net worth clients have had success soliciting their business from LinkedIn interactions and if the paid version of LinkedIn is worth it. Any advice would be appreciated. Thank you
As the title suggests, I am looking for feedback. As an advisor, I was looking at ways of creatively dealing with the silence of my office. I hate the silence and it feels loud during brief periods of actual silence during client meetings. Has anyone ever quietly played background music during client meetings? Is it too distracting if it’s low? Do clients even appreciate it? I was also thinking about changing the playlist depending on client and music preferences.
I’m probably overthinking a simple situation and if this has never worked, please enlighten me. Thank you
Did they show you the results immediately? I am curious if they will make us wait 4 weeks since this is the first exam with the new tax laws.
Feels like this has been teased for 3 years and all the talk was front half of 2026 launch and I haven’t heard a thing. Frustrating.
As well as Salesforce mobile. Do I need to submit access requests?
*log
Not the branch based advisor side, and not the private bank. I have a few questions but don’t have a contact to ask them like how their experience has been and such. Thank you.
Curious to hear from advisors who have transitioned from large bank/brokerage platforms to running or joining an independent RIA.
Trying to get a realistic sense of how these moves play out in practice, especially for those coming from more restrictive or non-protocol environments.
For those who’ve done it:
Client retention: What did retention actually look like in the first 3–6 months vs. expectations?
Transition approach: How did outreach and client communication evolve post-resignation? What seemed to work best?
Operational reality: What were the biggest challenges in the first 30–90 days that aren’t obvious from the outside?
Infrastructure: Any tools or systems (custodian, CRM, planning software, etc.) you were especially glad, or wish, you had in place ahead of time? (Examples I see mentioned often are Altruist, Wealthbox, and RightCapital.)
Economics: How long did it take for revenue to normalize compared to prior roles?
Not looking for generic pros/cons. I’m more interested in how expectations compared to reality and what tends to get underestimated in these transitions.
Appreciate any perspective from those with firsthand experience.
Curious to hear from advisors who have transitioned from large bank/brokerage platforms to running or joining an independent RIA.
Trying to get a realistic sense of how these moves play out in practice, especially for those coming from more restrictive or non-protocol environments.
For those who’ve done it:
Client retention: What did retention actually look like in the first 3–6 months vs. expectations?
Transition approach: How did outreach and client communication evolve post-resignation? What seemed to work best?
Operational reality: What were the biggest challenges in the first 30–90 days that aren’t obvious from the outside?
Infrastructure: Any tools or systems (custodian, CRM, planning software, etc.) you were especially glad, or wish, you had in place ahead of time? (Examples I see mentioned often are Altruist, Wealthbox, and RightCapital.)
Economics: How long did it take for revenue to normalize compared to prior roles?
Not looking for generic pros/cons. I’m more interested in how expectations compared to reality and what tends to get underestimated in these transitions.
Appreciate any perspective from those with firsthand experience.
^^
Hello. I recently received 2 timeshare properties paid off to a place we travelled to every year as a kid. We plan on going back every year and have the points to do it. However, If I were to want additional points to travel here another week, or to double up in the same week to bring guests, what is the best way to get additional points? I of course understand that going strait to Wyndham is a bad idea, however when I buy resale, what’s the best way to go about to? Is maintenance fees property specific? Is the maintenance fees per points owned the same across the board? Just trying to get some answers with contacting a Wyndham rep. Thank you.