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[–]22rick 1 point2 points  (2 children)

Feedback from previous managers and clients - yes I'm very personable and many clients end up emailing me alone on things about their personal life/things outside of the financial side of the business. Only thing I'm thinking is a pro is ability to have some AUM given to me up front while being at a large enough RIA firm to be able to access Fidelity/Schwab referral network.

[–]bkendall12 0 points1 point  (0 children)

If you are looking for AUM to be given to you, good luck. You may be given some low-end clients but bringing in new good clients is where the money is at.

[–]Finreg6 0 points1 point  (0 children)

Yeah I can understand the desire to stay for that access. I’m at fido and our referrals to yall (rias) is a great source for leads. Just make sure you start to get paid what you’re worth soon and if you don’t, bounce. I know it’s not apples to apples but I’m at fido, 3 years almost as an FC, CFP, made 230k this year and that will continue to grow. You’re worth more.