Raymond James or HDVest
I am a CFP at RJ who is doing well but got burned on a VIP Visit to HQ in FL. Thinking of leaving for HDVest. Anyone else out there jumped ship from RJ?
RJ does not call them VIP visits and considering "you" & "your" client are the focus of the visit I can't wait to hear your story as to how you got burned.
they are a first class op. Was it not for the f$ck up they did with their annuity business they would be my back office right now. As it is I'm very happy to go through LPL. A class act also, although I must say the RJ offices were more impressive. The staff were typical yes men. I felt like they were interviewing me for a job.
Yeah, what the hell could have happened?
+1. You've gotta spilll the beans now, buddy.
RJ does not call them VIP visits and considering "you" & "your" client are the focus of the visit I can't wait to hear your story as to how you got burned.I've scheduled at least one a quarter with high net worth prospects/clients & have never felt anything but superb quality & service.
I believe the close rate is ~90% with BIO visits. I can't even imagine what could've happened.