Skip navigation

Advice- where to go if cut

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 26, 2010 9:32 pm

Hmmmm some vibes and talk locally from management regarding whether those not meeting third tier will be cut at MSSB.

I have tier 1 assets but am not even tier 3 in the either/or category of production or assets in managed accounts.

(One must meet assets and either a number for production or a dollar amount of accounts under management).

I do have 2 accounts coming- account forms signed but slow clients on other end, that will take me well into goals 6-8 months from now.

So if they ass-can me- do I say oh well, and do something else - or is there somewhere else I can try to go and take my 1.5 mil and 3.5 mil in process with me...?  Local Indy?

Sep 26, 2010 11:35 pm

Check with your local WFA office.  We are emphasizing headcount this year and if there is room in your local office, they will probably consider you.

Sep 28, 2010 4:41 am

Thank you for the input-

Sep 28, 2010 1:16 pm

The biz abounds with slow starters. So there is hope that you will succeed. However, the bigger question is why don't you have the assets or accounts? Two prospects in the pipeline that will "save your ass" isn't much to hang your hat on.

I'm not trying to stick a pin in your balloon, just looking at this realistically. Maybe, you are just getting a slow start or maybe this biz isn't for you. Only you know the answer to that question. Don't delude yourself, be honest.  If the slow start is all you, time to look for something else. If that's the case, and you are here because of the money that can be made here's the good news; none of our clients are financial advisors. Yet, all are wealthy. There are plenty of ways to make lots of money. If this ain't it for you find something else that works.