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As you stick around, you'll begin to understand the nature and characteristics of various firms.
I know the difference between LPL, NMFN, and most others.
If he's a recent intern, then he's working under another advisor at LPL. LPL only caters to experienced financial advisors with significant production.
I suppose he knew exactly what he wanted and stayed focused on it.
He was with NMFN and had about 3 mil AUM when he left for LPL, he is independent with LPL
AIL might've been a mistake, but now you're trying to find a road to better things.
Exactly. This is where I am at now.
Look, I went through the entire interview process with Edward Jones about 10 years ago. I went all the way through the phone interview, a sample door-to-door survey, and an interview with an existing advisor. I still wasn't chosen or hired. And the process took a good 2-3 weeks.
So, just because you have a "phone screen"... doesn't mean that you have anything to go on.
I know this, that's why I'm so sad about seemingly having burned a bridge with Ben. One that I definitely didnt want to!!
If you're really nervous about making a good decision sooner, I'd probably look into getting some E&O, get a contract, put your head down... and get to work.
Yeah for sure. I CAN do it, I just need to be shown HOW..