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CashFlow
Senior Member Joined: May/04/2011 Status: Offline Points: 1578 |
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If I were looking again I would consider
RJ either quasi independent or full Indy LPL- didn’t like them when I talked last time Schwab alliance was impressive for RIA but didn’t like two set of books with a broker friendly BD Commonwealth Kestra- probably a stretch for me Stifel - new push in my independent so would at least take a look. Really depends on whether you want RIA or just independent. My guess is you will spend 25 percent of your time on a regular basis actually spending time running the business. That might be high as it is just a guess.
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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Not at Jones.
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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Not at Jones. Wouldn’t entertain it either.
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The Dude
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.
Edited by The Dude - Aug/04/2022 at 4:42pm |
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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This is good info. Thank you. I don’t thin RIA is a good fit for me at the moment, so I have t been entertaining it. Appreciate the perspective 🤙
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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About what? lol
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Why do you say RIA isn't a good fit for you? What's your breakdown of... Fee-based Insurance Fixed Annuities Brokerage +variable annuity + any other commission business
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Second question...
You said your "team"...are you doing $1mm by yourself? Is your team doing $1mm? Is your team doing more than $1mm and your share of that is $1mm? Or is the "team" just other advisors you'll jump with, but aren't sharing clients/books? I'm not asking because I'm curious. I'm asking because your answer, along with your product mix (previous post) will impact where you should be looking in the indy world.
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Nathan Explosion
Platinum Member Joined: Mar/08/2011 Status: Online Points: 35336 |
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Well said.
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25771 |
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This.
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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Conrad Dobler
Platinum Member Joined: Mar/11/2010 Status: Offline Points: 42933 |
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DucatiSportGT
Gold Member Joined: Jul/16/2013 Status: Online Points: 18189 |
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RC has been noticeably quiet as of late.
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Self appointed leader of the I like to shit on my own face when I jerk off. .
I hate being right. It's not a badge of honor for me. Most of the time I wish I was wrong. |
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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That was a typo. Still figuring out this formatting.
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Nathan Explosion
Platinum Member Joined: Mar/08/2011 Status: Online Points: 35336 |
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That’s cool bro. You’ll understand soon.
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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I’m (personally) producing about 1.2m annually. All me. Looking at possibly forming a team of multiple FAs in the next chapter, should I proceed. The RIA route sounds like a lot of work at this time, thus my hesitancy. But would still consider it.
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gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Online Points: 1352 |
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Check with Ricky if you want a tutorial on editing |
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The RIA route is probably less work. If you are mostly fee-based and fixed insurnace/annuities, you're crazy for not just going RIA. |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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It's funny how someone that is clueless thinks, "Meh, that sounds like too much work... " and doesn't give something a 2nd thought.
It's not like someone doing 1mm GDC couldnt pay someone like Wet a reasonable setup fee to LITERALLY DO EVERYTHING for them.
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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CashFlow
Senior Member Joined: May/04/2011 Status: Offline Points: 1578 |
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I agree, but it is all a matter of perspective. Coming from a captive world most want baby steps into independence. They want all the fruits, but don't understand the extra it takes. Depending on his production mix during his investigation journey he/she/it/they/them or whatever (Happy now Connie) will figure it out. It really is eye opening the more you learn.
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The Dude
Rookie Joined: Aug/02/2022 Status: Offline Points: 28 |
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Easy, Killer. As I said, I'd consider it. I'm in the 3rd inning of this research.
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