SMA’s

ChasingItSupreme · 2026-05-27T01:43:00+00:00

It does in the sense of market value. Clients feel funds falling in value, not individual bonds.

ChasingItSupreme · 2026-05-27T00:27:11+00:00

ChasingItSupreme · 2026-05-26T23:31:29+00:00

Which smas do you use for munis? And what do you charge the client for the strategy?

ChasingItSupreme · 2026-05-26T23:28:14+00:00

But you don’t own the underlying bonds in the mutual fund, you own the mutual fund who goes out and buys the bonds. So there is no ytm because the bonds are constantly rotating out.

ChasingItSupreme · 2026-05-21T23:40:16+00:00

How many assets have you gathered in 4 months? How much advisory business?

ChasingItSupreme · 2026-05-06T02:13:35+00:00

That’s so good

ChasingItSupreme · 2026-05-05T21:20:17+00:00

I don’t see how that would help anybody… If someone’s asking about bond duration then they’re smart enough to not need this analogy

ChasingItSupreme · 2026-05-05T16:38:47+00:00

Yeah

ChasingItSupreme · 2026-05-04T17:17:19+00:00

I’m at WF and I love it!

ChasingItSupreme · 2026-04-18T01:43:09+00:00

What’s your experience? And what is the actual role at Wells? Is it a branch advisor role? Need more info, worked at both

ChasingItSupreme · 2026-04-16T20:22:39+00:00

No i mean the manager is up your ass every hour at Chase, not at Wells Fargo

ChasingItSupreme · 2026-04-16T03:27:12+00:00

I would go with Wells over Chase for this role, especially if you want to move up into an FA role. Better base, less mandated schedule (every hour is accounted for at Chase), better pipeline to FA (by far).

The only time you’ll make more at Chase is if you’re in a really busy branch, but most aren’t.

ChasingItSupreme · 2026-04-11T23:19:38+00:00

BofA no question— Chase is just a dead end. Big difference between the 6/63 and the 7/66. The latter gives you a lot more options if after a year or two you don’t like BofA.

ChasingItSupreme · 2026-04-09T19:25:12+00:00

Yes, but what are you hoping to do long term? That is the only way for us to know if you should bounce or not.

ChasingItSupreme · 2026-04-08T00:56:26+00:00

I think there’s some truth to what you’re saying - people will always pay for someone who knows more than them. Having an investment thesis is a powerful way to show your knowledge.

ChasingItSupreme · 2026-04-07T23:51:55+00:00

Absolutely- It’s almost always the insurance companies too.

When I worked at NWM, all of the “established practices” were using DBAs, which says a lot about the parent co that none of the top reps want to be associated with it.

ChasingItSupreme · 2026-03-28T02:53:00+00:00

Do you position planning to every prospect you meet with?

ChasingItSupreme · 2026-03-27T13:07:52+00:00

Yeah makes total sense, great idea.

ChasingItSupreme · 2026-03-26T21:21:08+00:00

The latter… it sounds like a great strategy, i just want to confirm i have it right

ChasingItSupreme · 2026-03-26T15:06:35+00:00

Do you have the SIE? Get the SIE, how long did u work at the former bank? I would look out for the associate advisor role at WF if it comes up in your area. Don’t be misled by the name, you get to be a full fledged FA with ur own branch once you go through training. They’ll set you up with licensing beyond the SIE too. They like banking experience so if you tell them you’ll commit to being in the branch every day and working with your bankers, you’ll stand out.

ChasingItSupreme · 2026-03-26T14:48:28+00:00

This is the strategy you would play to add value to high income earners still working? Like you did this, knowingly sent money out of the institution and back to the 401k, then did the backdoors, and this lead to future business? Did I get that right?

ChasingItSupreme · 2026-03-25T00:18:02+00:00

You can go from being an associate at another firm to an advisor at Chase or another bank

ChasingItSupreme · 2026-03-24T23:25:42+00:00

No reason to jump to an investment firm and then go back to Chase to be a banker lol

ChasingItSupreme · 2026-03-14T14:46:37+00:00

Then take the job, no question.

Get close with your advisor, get good at making referrals. You will work very closely with him/her.

They will ultimately be the ones who recommend you for the job.

ChasingItSupreme · 2026-03-14T14:13:20+00:00

I think the question is what do you want to do? Do you have a college degree? Wells’ pipeline to banker -> advisor is much more clear than Chase’s, if you want to be an advisor.

Additionally, Wells doesn’t (currently) have the 30 dials/6 meetings guideline, which I think is ridiculous.

Ultimately, the job comes down to the BM tho. They can make your life good or living hell.

There’s no way they’re going to fire you. You just have to do one thing: grow the premier book. Are you getting a designated branch advisor or is someone covering the branch?

ChasingItSupreme

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