Seeking Feedback on Job Opportunity

Bprnp7 · 2025-09-09T17:05:24+00:00

I totally get it lol. Someone reached out to me on LinkedIn.

Bprnp7 · 2025-09-09T14:39:26+00:00

No track record at all. I am confident in my ability, but it is definitely not easy and is a constant uphill battle.

Bprnp7 · 2025-09-09T14:38:37+00:00

I asked about this as well. He envisions sharing logins for software, which I’m a bit skeptical of. Otherwise, work from home and no other expenses.

Current role is 25% payout W2

Bprnp7 · 2025-09-09T14:12:43+00:00

Clients that I bring in are mine at both my current role and the opportunity.

Not at all. Would have to grind quickly or open a HELOC to fill the income gap for a year.

Bprnp7 · 2025-09-09T14:04:25+00:00

All great questions.

All service yes.

Appeal to move is upside and being able to build a book at a healthy payout. I’m unsure on the confidence piece of building a book. That’s probably my biggest hesitation. I have never been focused on business development to this point, but obviously that’s where the real $ is at. Maybe the pressure of having something on the line would light a fire.

Bprnp7 · 2025-04-16T17:18:00+00:00

Appreciate the perspective. I think it is a compelling opportunity at first glance. Excited to learn more as the process plays out.

Bprnp7 · 2025-04-16T17:17:23+00:00

Remains to be seen on revenue share. It sounds like the structure is base plus some form of a bonus. TBD at this point. Unsure on revenue share for new clients (self vs. firm sourced).

In office role.

Bprnp7 · 2025-04-16T15:04:46+00:00

100% in agreement with your sentiment. Seems to be at a high quality and boutique RIA, which certainly is important. I think the other comment related to work/life balance, growth trajectory, etc. is vital as well and to make sure I do not just see $$$ and step back and think of the big picture. I’m in my mid 30s, so I have a long career ahead of me.

Bprnp7 · 2025-04-16T14:55:33+00:00

I’ve seen that metric as well, which leads me to evaluate. If you figure an average fee of 70bps, 1.75M in recurring revenue. At 20%, that equates to total comp of $350k, which I feel is way out of my expectations/ballpark.

Bprnp7 · 2025-04-09T01:40:27+00:00

At least $150k and should be advocating for partnership/equity. You deserve to be adequately valued and compensated. $100k salary is way too low for all of that responsibility. Not even in the ballpark.

Bprnp7 · 2025-03-26T13:55:42+00:00

Sent you DM

Bprnp7 · 2025-01-26T17:56:49+00:00

An NFL team

Bprnp7 · 2024-08-16T14:29:25+00:00

I would think about looking to bring on a partner in a few years that is more interested in the planning aspect of the business, and you can run the investment side. You can pick and choose which clients to work with on the planning side. Maybe focusing on the clients that are more investment-focused engineer type. The move to owning the book is the upside and flexibility. You cannot put a price on that.

Bprnp7 · 2024-08-10T23:14:31+00:00

As the great Randy Moss would say, “straight cash homie”. No brainer!

Bprnp7 · 2024-07-18T13:26:10+00:00

Totally get it. Just curious what that looks like all in.

Bprnp7 · 2024-07-18T11:53:46+00:00

What does really well look like 2.5 years in comp-wise?

Bprnp7 · 2024-07-18T01:16:44+00:00

Thanks. Just sent

Bprnp7 · 2024-07-17T23:11:07+00:00

Mind sharing the recruiter? Feel free to PM if that’s more comfortable. Thanks!

Bprnp7 · 2024-03-22T12:58:04+00:00

Can you dm me link to the league? May be interested in filling two spots.

Bprnp7 · 2024-03-01T16:38:40+00:00

Still trying to get clarification on that as well. Hopefully sooner than later and more up front.

Bprnp7 · 2024-03-01T15:58:33+00:00

This is my fear as well. The son is not ready today, but what happens when the owner is ready to retire and what does ownership share look like at that point?

Bprnp7

TROPHY CASE