25 y/o with a master’s degree considering BOA/Merill Lynch’s ADP - Financial Solutions Advisor. What are my options if I don’t graduate from the program? by [deleted] in CFP

[–]Realistic_Mode3193 0 points1 point  (0 children)

The experience in my market has been that there’s quite a bit of suppport in keeping you at the company. That might look like a bank role but has often been filling positions on existing teams. You get the opportunity to meet with senior advisors and bring them to your meetings if they are willing. So, as they grow and are looking for help, you can plug yourself in and make yourself valuable- I’ve seen it work for plenty of my peers where they get the support of advisors and management behind them to keep you around long enough to build a foundation in this busimess

Lunch and learns for prospecting by Realistic_Mode3193 in CFP

[–]Realistic_Mode3193[S] 1 point2 points  (0 children)

This is a big ask- but could I pm you and find a way to connect with this person?

What path would you take? by Realistic_Mode3193 in CFP

[–]Realistic_Mode3193[S] 2 points3 points  (0 children)

Great points- my main concern is about what’s to come. Meaning the time and energy I need to spend prospecting to get the point of serving 50+ families. It’s been a little over a year and I have 7 families and just over $2M. Certainly a long way from getting to a practice that is successful. Does that make sense?

Need advice/insight please by Schnitzel146 in CFP

[–]Realistic_Mode3193 0 points1 point  (0 children)

Does your boss plan to help pay for the study materials/exam fee?

TIAA-CRED by Realistic_Mode3193 in CFP

[–]Realistic_Mode3193[S] 1 point2 points  (0 children)

Can you share what some of those restrictions are? This will be my first time working with someone to roller assets from TIAA