ML or WFA
I have a potential opportunity to join a ML advisor team with over 150 mil AUM under the PMD program or join WFA as a FA building a business from scratch. I've been in sales for over 8 years with a good track record and professional network. I will not however be instantaneously rolling over assets when I'm licensed. What do you think is the best fit for an early 30s salesman looking to be an advisor. I've also spoken with EJ
Any difference between the firms is negligible so your focus should be on the best opportunity and where you will get the most help. By joining an existing team your probability of success will go up dramatically and you will also benefit from the collective wisdom of your fellow team members. Assuming there is no issue with the comp structure or concern about upward mobility within the group, this is the direction you should go.
How many advisors on the advisor team ? Average client size? Answer is gonna be ML probably but just curious
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