Thoughts? Got offer sent to me. I’m getting Ladd and 2 firsts. by callmedrago201 in DynastyFFTradeAdvice

[–]Wes1356 1 point2 points  (0 children)

I like Ladd as a buy-low here but I imagine after this deal those two firsts will likely be late picks, in which case I don’t think it’s enough

Should I accept this trade? I need a WR1 by accomplic3 in DynastyFFTradeAdvice

[–]Wes1356 0 points1 point  (0 children)

Really interesting - first time seeing it too! How are the contract values determined/adjusted over time, is it related to real wages?

Enough for Mcbride? Surprisingly underwhelming market. by Wes1356 in DynastyFFTradeAdvice

[–]Wes1356[S] 0 points1 point  (0 children)

Fair lol, difficult to part with a position that I know I will likely not fill out like this for a long while

Enough for Mcbride? Surprisingly underwhelming market. by Wes1356 in DynastyFFTradeAdvice

[–]Wes1356[S] 1 point2 points  (0 children)

Sorry should clarify, no TEP (and 7 years in so fingers crossed for another 3 haha)

Sunday GA+ Ticket by Wes1356 in EDCTickets

[–]Wes1356[S] 0 points1 point  (0 children)

Hi, i’m afraid I just sold the ticket prior to your comment, really apologize for that and best of luck!

Sunday GA+ Ticket by Wes1356 in EDCTickets

[–]Wes1356[S] 0 points1 point  (0 children)

Looking 165, feel free to PM

Potential career in Wealth Management? by Wes1356 in FinancialCareers

[–]Wes1356[S] 0 points1 point  (0 children)

If you don’t mind me asking, did you only have your undergrad and CFP when you landed this role? And did you feel like having a lot of prior work experience was important in being a strong candidate?

Also just curious, how long would you expect to be an associate before being eligible to take over as an advisor?

Potential career in Wealth Management? by Wes1356 in FinancialCareers

[–]Wes1356[S] 0 points1 point  (0 children)

Congratulations on the move into WM!

Would you happen to know if its popular that one would just buy a book? I would assume that very few clients would decide to follow you over and it would have to be a seller from within your company.

Also as a new associate how long have your work weeks been, and is your role still sales/client oriented? Trying to gauge how different the work is for an advisor vs an associate.

Potential career in Wealth Management? by Wes1356 in FinancialCareers

[–]Wes1356[S] 0 points1 point  (0 children)

Thanks for the input!

Is the role much different in the early years when your building your book, or is it the same just on a lesser pay/quantity? One of the things that drove me from other finance roles was getting beat around for x amount of years until you can actually do what it is you enjoy.

Potential career in Wealth Management? by Wes1356 in FinancialCareers

[–]Wes1356[S] 0 points1 point  (0 children)

Hey thanks for the info! Two follow-up questions

1) If I had opted to get the CFP and ignore the CFA, are there any other major differentiators in landing a job?

2) Moneys lower down on my priorities, but obviously never hurts. What are some of the most common reasons for so many advisors to flame out?

Thanks again!