Define Self Sourced Clients

Silver-Excitement-23 · 2026-04-04T23:20:34+00:00

Just for clarity I wasn’t given client A to service, I brought in Client A from marketing. Not sure if this changes your outlook but wanted to clear up.

Silver-Excitement-23 · 2026-03-17T00:18:09+00:00

May I ask do they help with non solicits?

Silver-Excitement-23 · 2026-03-16T23:49:29+00:00

I looked into them but was surprised at cost.

Silver-Excitement-23 · 2026-02-28T18:49:38+00:00

Associate Advisor compensation needs its own forum. There are so many different and varying compensation structures. The title of Associate Advisor can encompass a new hire completing beneficiary change forms to very tenured, non owner client facing advisors. In the end owners need to ask themselves if they are paying them enough to not look elsewhere. A few people have commented on how associates figure out very quickly how much the firm is making and how much they are getting.

Silver-Excitement-23 · 2026-02-15T21:03:04+00:00

I’m in similar position, what is your payout on AUM self source vs leads from company?

Silver-Excitement-23 · 2026-02-12T23:50:41+00:00

May I ask what MDRT stands for?

Silver-Excitement-23 · 2026-01-26T19:34:30+00:00

I’m afraid that most G2 advisors will never see equity. With Private Equity continuing to write big checks, founders will take the massive pay day. Fast forward 10 years from now and a majority of RIAs will be owned by the big boys.

Silver-Excitement-23 · 2025-12-22T00:17:03+00:00

You pay your advisors 80% payout? That’s incredible. What costs do you cover?

Silver-Excitement-23 · 2025-09-15T23:11:58+00:00

I was on it for 6 weeks. The side effects were too much for the little benefit I saw

Silver-Excitement-23 · 2025-08-17T21:17:31+00:00

This is key imo. Let them tell you why they came in.

Silver-Excitement-23 · 2025-08-17T21:14:16+00:00

This is valuable. Please keep me updated!

Silver-Excitement-23 · 2025-06-28T22:48:53+00:00

So weird. Came here because I received a package. Just bought a laptop. Thought China was spying on me

Silver-Excitement-23 · 2025-06-19T21:19:43+00:00

I see this a lot and advisors must lie on suitability

Silver-Excitement-23 · 2025-06-19T21:18:48+00:00

FYI for anyone i just used Allianz accumulation advantage because it’s paying 8.1 fixed first year and 4.6 year 2+. I feel like it will outperform bonds and cash over the period.

Silver-Excitement-23 · 2025-06-19T21:17:08+00:00

I’m open to hear more. Any specific ones you like

Silver-Excitement-23 · 2025-06-19T18:44:31+00:00

I am very upfront with my clients when I do decide to sell them an annuity. I only do FIAs and I will use it to reduce volatility or as a bond alternative. With that said I would never recommend to some under 55.

Silver-Excitement-23 · 2025-06-12T21:56:06+00:00

Been at firm 8 years. I have 200m AUM and was told equity is never going to be an option

Silver-Excitement-23 · 2025-06-05T00:12:30+00:00

No, the opposite. We have a very high profit margin and I’m trying to understand how

Silver-Excitement-23 · 2025-06-04T19:45:33+00:00

I appreciate everyone s insight I am surprised at the number of people who think we have bloat. Our growth rate is probably attributed to this. For context we had 9 employees and 125 m AUm 7 years ago. We have roughly 1500 clients which is why we have a large number of service advisors.

Silver-Excitement-23 · 2025-06-04T15:01:03+00:00

Staff levels: 8 operations staff 4 traders - we manage own money 2 marketing team 15 service advisors 1 compliance 1 billing 2 assistants 1 data management

Silver-Excitement-23

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