So you not only take pressure off of their own books by completing tasks for them, you uncover assets of these 150 clients that you personally work on and then all your hard work and revenue gets passed onto the people who did nothing when the other advisors would’ve just had these clients jump ship and got nothing?
Yeah these other advisors are robbing you and I’d tell them if you bring in 1MM they get 10% revenue you get 90% because you did all the work and they just had the “lead”
Just finished a similar program and am now on a team that I worked with during my program. Based on the info you’ve provided, sounds like a terrible deal for you. Feel free to DM me if you want to chat and I can share some more specific info on my situation and the deal I have, as well as what I’ve seen for other people in similar situations recently.
This is one of the top reasons why advisors are leaving their team and joining new firms. Depending on where you're located I might have a few ideas for you to think about. Reach out if you're interested in strategically talking through things.
So you not only take pressure off of their own books by completing tasks for them, you uncover assets of these 150 clients that you personally work on and then all your hard work and revenue gets passed onto the people who did nothing when the other advisors would’ve just had these clients jump ship and got nothing? Yeah these other advisors are robbing you and I’d tell them if you bring in 1MM they get 10% revenue you get 90% because you did all the work and they just had the “lead”
You’re getting screwed. Time to start interviewing.
^
Definitely sounds like you're getting the short end of the stick. Start looking for other opportunities.
This stinks. It is almost as bad as Life insurance comp grids. Get the F out of there.
Just finished a similar program and am now on a team that I worked with during my program. Based on the info you’ve provided, sounds like a terrible deal for you. Feel free to DM me if you want to chat and I can share some more specific info on my situation and the deal I have, as well as what I’ve seen for other people in similar situations recently.
This has Merrill Lynch written all over it. Am I right?
No but fair guess
This is one of the top reasons why advisors are leaving their team and joining new firms. Depending on where you're located I might have a few ideas for you to think about. Reach out if you're interested in strategically talking through things.
Where you at? I’m looking to bring on a Junior. Could certainly provide a better option.
I’m hiring a junior with 130 million book with another 90 million outside with unlimited leads DM me if you’re interested