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Packerbacker View Drop Down
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Joined: Sep/27/2017
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Packerbacker Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2017 at 7:24pm
Can anyone share what the morgan stanley digital interview is like? Any tips or advice? I'm still going back and forth between joining a smaller accounting firm and getting into tax vs starting down the FA journey...
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MrGreen View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote MrGreen Quote  Post ReplyReply Direct Link To This Post Posted: Oct/27/2017 at 9:27am
Welcome to the board.
 
I'd have to agree with some of the others. I wouldn't quit the day job but it'd be a decent side hustle with a built in referral stream. Have a smaller book that just gradually builds throughout time.  Admittedly, I think it be tough to do both (especially with yalls tax season), but if you are one of those type of people then go for it.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Chumslinger Quote  Post ReplyReply Direct Link To This Post Posted: Nov/14/2017 at 10:56am
Welcome
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Braedo View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Braedo Quote  Post ReplyReply Direct Link To This Post Posted: Nov/14/2017 at 2:55pm
I would think that if you DID know taxes at all (my wife is a CPA and has zero interest in tax prep)  but man, that would be a sweet way to generate traffic to and advisor -  I met with a guy the other day who started his business doing tax prep, and then added investments.  he now has a fairly large staff focused on doing taxes and that constantly feeds his growing advisor practice.


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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Nov/14/2017 at 2:56pm
Hey cumslinger, didn't know you were in town...
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