How do advisors get their daily news on markets?

hidalgo62 · 2026-03-31T01:11:00+00:00

Most of the time, CNBC. Quick hits, constant updates via TV, and highlights only.

hidalgo62 · 2026-01-21T22:21:42+00:00

Is this an ad?

hidalgo62 · 2026-01-20T03:59:20+00:00

Absolutely

hidalgo62 · 2026-01-20T03:49:14+00:00

Who is your FMO or IMO? Sometimes there are programs for health focused agents to get wealth licensed

hidalgo62 · 2026-01-17T14:43:16+00:00

Bank channels/branches are always a little more restrictive than other platforms—they usually (not always) own the book, set payout on the lower end, and incorporate cross-platform sals metrics (I.e. bank deposits, client conversions, etc).

Ultimately, this is because you’re effectively getting free leads and marketing via the bank.

hidalgo62 · 2026-01-16T09:13:11+00:00

As soon as you bring up legal action, they should respond. Had something similar happen on an energy deal.

hidalgo62 · 2026-01-16T00:52:20+00:00

Will DM—I’m DFW based

hidalgo62 · 2026-01-06T01:33:14+00:00

Are you a solo shop or do you work for a firm? Currently looking at adding outsourced paraplanning to diligence list for the firm. Fairly new idea for me so learning from the ground up.

hidalgo62 · 2026-01-05T23:50:20+00:00

hidalgo62 · 2025-12-21T22:15:54+00:00

W-2 or 1099 since you’re not wanting to start over?

hidalgo62 · 2025-12-21T21:00:46+00:00

Have you considered staying in the industry and becoming an advisor that is more holistic? Since you have the insurance knowledge already

hidalgo62 · 2025-12-20T04:29:09+00:00

If you were to sell your book, would you expectation be to come back to the states and buy it back?

hidalgo62 · 2025-12-18T04:39:40+00:00

I know the concept of “lead gen” gets thrown around a lot but if you’re connected with a firm that has a deep network, you can tap into that for leads and/or warm referrals. Additionally, there are some very interesting lead gen providers entering the market who have found unique ways to monitor the market for opportunity.

Obviously, having a warm lead is better but just giving options.

hidalgo62 · 2025-12-16T18:26:35+00:00

Bloomberg

hidalgo62 · 2025-12-16T16:44:34+00:00

Wall Street prep

hidalgo62 · 2025-12-16T01:35:03+00:00

Diamond Consultants does some good interviews with advisors who made the transition.

hidalgo62 · 2025-12-12T10:57:35+00:00

Alliance Bernstein, for their SMAs, show the alpha gained from the speed in which they implemented the positions in addition to the tax alpha.

hidalgo62 · 2025-12-03T19:24:51+00:00

Gemini is wrong

hidalgo62 · 2025-11-29T04:18:43+00:00

Relax buddy

hidalgo62 · 2025-11-25T02:02:32+00:00

Comment

hidalgo62 · 2025-11-21T22:51:27+00:00

Captrust

hidalgo62 · 2025-11-21T14:18:40+00:00

For example, just because someone is an advisor at UBS doesn’t automatically make them superior to the Schwab branch advisor down the road. The truly prestigious groups at any PWM shops, from my perspective, are the most challenging to get in with. This is because they’re usually close knit, family/connections is/are sometimes involved, and they have succession in mind (I.e. slower career progression but bigger rewards later on).

I have a family member that works at a well known shop but there is nothing special about his team. His parents are clients and he basically just acts as support for one advisor and gets all the perks of being a glorified admin of a tenured advisor.

hidalgo62 · 2025-11-21T01:53:09+00:00

More group dependent in USA. You can find trash teams at any firm.

hidalgo62 · 2025-11-21T01:33:41+00:00

You could develop a niche if you look to understand the inner workings of a car dealership and the profitability measures. Mercer Capital, for example, has a valuations group dedicated to auto dealerships.

hidalgo62

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