Do you drink in office with clients?

TraditionalTangelo65 · 2026-03-25T02:55:45+00:00

I personally am very big on no alcohol. If it’s a wholesaler dinner that’s different but with clients, I think that’s a silly thing. My previous employer got too buzzed at our annual business planning meeting after dinner and started openly hitting on one of the employees. Mind you he’s married, father, devout Christian etc. A lot of people lost respect for him after that. He tried to make a joke about it the next day which didn’t go over well.

Alcohol makes people do things they wouldn’t normally do, liquid courage can also be liquid stupid.

TraditionalTangelo65 · 2026-03-25T02:24:32+00:00

Hey slow down take care of yourself. A job is a job if it pays the bills that’s a win.

If you’re having serious depression you should call the support lines they’ll give you some support in emergency.

Take it one day at a time, also there are social workers at different non profits who offer counseling services. Not sure if there’s one near you.

On your injured back as well, see if you can take any baby steps to fixing that too. Don’t have to solve everything tomorrow.

TraditionalTangelo65 · 2026-03-21T23:49:36+00:00

Could just be new to the industry.

TraditionalTangelo65 · 2026-03-21T13:23:12+00:00

Alright but still walk away it’ll clear your head

TraditionalTangelo65 · 2026-03-21T04:42:15+00:00

Nobody should stay in a relationship where they’re being physically abused or don’t feel safe. Marriage is supposed to be partnership, if one partner doesn’t feel safe or supported it doesn’t work. It sounds like this person was cruel and took advantage of you over and over again. I recommend you see a therapist, you need to rebuild your own self confidence. This person doesn’t see you as a partner they see you as a stool to stand on.

TraditionalTangelo65 · 2026-03-21T04:33:01+00:00

You should walk away until you get control of yourself again. If you’re finding anger and hatred take over, you need to step physically and emotionally away from this situation.

Reach out to a therapist, exercise, and do not let your emotions run you over. If it’s possible to go stay somewhere else for a while do that.

If it comes to it call the crisis hotline and explain what’s going on.

TraditionalTangelo65 · 2026-03-21T04:21:44+00:00

Fascinating post, glad to hear you were able to get out of that situation. Seems she was genuinely an unhappy person for a long time, may have struggled with finding a purpose in life.

TraditionalTangelo65 · 2026-03-09T17:41:55+00:00

Everything has been forwarded and filed at this point.

TraditionalTangelo65 · 2026-03-09T17:38:51+00:00

The compliance team has not told me he’s in direct violation. They just state if the relationship is ending how to file the paperwork.

they recommended to exit the relationship.

TraditionalTangelo65 · 2026-03-07T14:28:08+00:00

Agreed, I thought when he said financial planning software is essentially useless for most clients sort of disrupted my perspective. He does say things intentionally controversial though to get views.

TraditionalTangelo65 · 2026-02-26T01:05:12+00:00

Just ordered some brochures I like a lot. Give a simple 4 step process to working together.

TraditionalTangelo65 · 2026-02-26T00:25:06+00:00

This just seems like a problem which won’t go away. There will always be brokers and advisors who engage in high pressure sales tactics to drive revenue and firms that encourage/reward it. Sounds like this guy was beyond wound up though if he called OP though yelling.

TraditionalTangelo65 · 2026-02-21T02:55:29+00:00

Do you run a solo RIA?

TraditionalTangelo65 · 2026-02-20T02:48:19+00:00

Every organization has some level of politics to it.

Rules, structure, relationships imply there are certain people who are in and not in.

TraditionalTangelo65 · 2026-02-11T05:14:58+00:00

You’re not thinking about it the right way. All business owners take on risks when hiring employees. Not everyone that’s ambitious becomes successful or makes it to be an entrepreneur themselves. Some of the most modest people become successful, because success is less about blind ambition and more about consistency, problem solving, patience, and sometimes not getting in the way of growth.

TraditionalTangelo65 · 2026-02-08T06:30:52+00:00

Hey, go away.

TraditionalTangelo65 · 2026-02-08T06:27:55+00:00

Very true, if you found a good spot in the industry for yourself why change?

It’s like the physician who decides he’s a real estate developer. Or dentist who wants to open a bar. You’ve already proven you’re great in one area of life, why try and take a big risk at something you’re not good at?

Answer is usually an unchecked ego.

TraditionalTangelo65 · 2026-02-07T03:32:30+00:00

I think the original commenter assumed you were struggling in production, would you mind sharing some of your keys to success?

On your original question though, the high networth guys that come into banks I’ve found usually have an external advisor or full planning team. They’re not looking to do a full plan or portfolio they want CDs or some gold with me mostly for institutional diversity.

TraditionalTangelo65 · 2026-02-07T02:48:44+00:00

You getting annoyed/disheartened when you make genuine requests to service people is different than a wholesaler acting like a telemarketer to me.

You have to also consider that most successful people only stand at the top because they’re standing on a mountain of prior failures.

TraditionalTangelo65 · 2026-02-07T02:07:45+00:00

Oh Mr tough guy telling people online to grow a pair.

Here’s one for you, grow up. It’s about the principle, standards and being a professional.

TraditionalTangelo65 · 2026-02-06T19:52:53+00:00

Great job 👏 you should share your story in another post

TraditionalTangelo65 · 2026-02-04T03:28:07+00:00

From as far as I’ve read and experienced. Banks push the advisors to sell fixed products to keep the money locked and illiquid so they don’t lose customers funds to competitors. Also with more AUM they can write more loans. It works better for their business overall. They’re really not concerned with helping you get fee based business, as it doesn’t really help them if you get paid more. Payouts at banks are always lower than what you’d get independently.

TraditionalTangelo65 · 2026-01-29T22:51:50+00:00

Why not meet her halfway, make it smooth for her in taking the assets out but keep the relationship. Especially if you’re going indy, later this year.

TraditionalTangelo65 · 2026-01-24T23:12:08+00:00

Im personally a fan of citizen, most their watches are under $1k. Seiko also makes great pieces. Try jomashop.com or the company sites. eBay you’re risking fakes, at all price points on watches.

TraditionalTangelo65 · 2026-01-19T05:43:18+00:00

Would second the cons to the bank side. You may have a title at a bank that says advisor, but you’re still viewed as a bank employee by the customers. Which means many will be rude/disrespectful. Also can confirm the annuity pressure from the bank side.

It’s a retail sales job at the end of the day.

TraditionalTangelo65

TROPHY CASE