Desparate Advice needed

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Jun 21, 2009 6:56 pm

I changed firms about 2 months ago and now feel that I have made a very poor choice for me and my clients.  I have other options.  Should I go ahead and change again to something that I am more certain to like, or will the clients think I'm totally crazy.  I've moved over about 70% if my assets already and don't know whether to suck it up and stay or move again.  I'm really soul searching and appreciate any legitimate input.

Jun 21, 2009 7:12 pm

you should change 3 or 4 more times. make sure you are in the right place

Jun 21, 2009 7:58 pm

Unfortunately for you, you are stuck big time in my opinion. Your clients will most definitely see you as unstable if you move again before at least another 5 to 10 yrs and they will simply bail on you. What would you do in their shoes? Put up with the hassles of all new ppwrk, new checkbooks, new debit cards, new statements, new online access, stress of worrying about their money transferring electronically to new acct, just because you want to move again?? It'll be C YA. What the heck kind of due diligence did you do anyhow? How about telling us where you came from and what firm you went to that you now want to leave. Maybe their will be more sympathy for your plight. Right now I have none. 

Jun 21, 2009 8:18 pm

I'd quit the business before I went to the same batch of clients after two months to move again.

Jun 21, 2009 8:32 pm
Ramajama:

I changed firms about 2 months ago and now feel that I have made a very poor choice for me and my clients.  I have other options.  Should I go ahead and change again to something that I am more certain to like, or will the clients think I'm totally crazy.  I've moved over about 70% if my assets already and don't know whether to suck it up and stay or move again.  I'm really soul searching and appreciate any legitimate input.



Let me guess.... You went to Jones... lol  (easy - I'm kidding)

Why did you move in the first place?

Jun 22, 2009 7:40 am
Ramajama:

I changed firms about 2 months ago and now feel that I have made a very poor choice for me and my clients.  I have other options.  Should I go ahead and change again to something that I am more certain to like, or will the clients think I'm totally crazy.  I've moved over about 70% if my assets already and don't know whether to suck it up and stay or move again.  I'm really soul searching and appreciate any legitimate input.



Troll.

Jun 22, 2009 9:26 am
Alice Cooper:
Ramajama:

I changed firms about 2 months ago and now feel that I have made a very poor choice for me and my clients.  I have other options.  Should I go ahead and change again to something that I am more certain to like, or will the clients think I'm totally crazy.  I've moved over about 70% if my assets already and don't know whether to suck it up and stay or move again.  I'm really soul searching and appreciate any legitimate input.



Troll.

 
Yup.
Jun 22, 2009 9:51 am

I am guessing here but it seems that you're screwed now. The only shot you have is to go indy. Which I think that if you could you would have already. Just tell your clients that working for anyone else only cuts into THEIR returns. Tell them that "WE" have to stick it to the man and cut out the middle man. Then hope like hell the don't cut you out because you did a piss poor job of looking before you leaped.

Jun 22, 2009 5:18 pm

good thing i give sarcasm instead of advice

Jun 22, 2009 5:41 pm

Sorry to hear you moved to wachovia/wells

Jun 22, 2009 8:04 pm

You didn't start charging commissions did you?  Fee based firm to fee based firm and cost basis going with your clients is fine.  I'd rather go to my clients and say, get out while the getting is good than yea, i made a crappy choice two years ago, knew it, and did nothing about it? Admit it, change it, and move on.  Don't let your ego get in the way, like some of these clowns do.

Jun 23, 2009 12:56 am

That's real simple.  If you stick it out you do your clients a bigger disservice and yourself.  Listen to your gut!  LEEEEEAAAAVE

Jun 23, 2009 10:55 am

Sounds like a UBSer to me.

Jun 23, 2009 1:12 pm

Maybe you should post why you changed firms in the first place and why you think you made a bad choice.  That might help others to give you some advice that might be of value instead of getting dumped on when none of us have a clue what is going on.

Jun 24, 2009 10:17 pm

recruiter

Jun 26, 2009 6:45 pm

stay where you are.

change your attitude
you THINK you made a bad choice because change is hard (human nature)
 
stick it out
look ta glass half full