Thinking of leaving
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Agree with the above–don’t write off indy so quickly…at least examine that path a little more closely. Makes for a clear and compelling reason for clients to follow you and you have a liftetime to benefit from clearing more.
What is your reasoning that you would not want to go the independent route? If it is lack of start up capital, a lot of firms will provide this to you.
At this point all firms pretty much suck and are cut throat. If you want to double your book in two years, go to WFC on the ISG platform. Exploit the sh*t out of the company, se them for the leads and referrals, and than go INDY. Even if it is a 9 yr contract who cares, bail in two and settle for .40 cents on the dollar, walk a way with double the business.
What is the ISG platform? I’ve had several recruiters pitch me but I assumed it was bullsh*te? any input appreciated.
The only reason why i suggest the ISG platform is because since you come from a wirehouse and are young and hungry you will crush it with your energy and skills by “exploiting” the leads you get.
They want us working in a "family office" atmosphere, supposedly a new silo. Anyone hear of this new LOB? Hi-net worth etc,etc.
Can someone in WFC-ISG move to Finet ? If so, may be a viable option for the original poster.
Yes, from what I hear it is seemles to the client and they do not even know. You can do 1 million in revenue and go Indy under the WFC umbrella and start getting paid out huge.