Financial Advisors

A community for Advisors and Asset Managers across companies

Best dual monitor brand/size/setup for home office?

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Does anyone here ever feel that staying in this job for a long time feels to you as if you are settling for less than what you’re truly capable of in life? I am grateful for job but just wondering.

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How on earth are we supposed to get new clients other than cold calling, referrals, and networking when compliance doesn’t allow anything!?!? No testimonials, no ads, no paying for leads, wtf!?

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If people could see how poorly I run my own life nobody would pay me to advise, but here we are

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Best Netflix shows to watch?

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Male hair loss is truly one of the great injustices in life

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Have any of you lashed back at a client when you thought they were rude or disrespectful?

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What was your first job? And at what age?

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Whatever your week looks like- know you tried your best, you are worth it, and next week is a new week!

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My weird addiction: I love refreshing my mailbox several times a minute even during off hours

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Any experience with RME / Leading Response for mass mailers?

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I’m in my mind 20’s and thinking about getting a tattoo on my ankle. Does this look unprofessional? Will I regret it when I’m further down on my career? It has significant value

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Newbies: how’s operational support at your firm? Are you your own assistant?

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What's your "comfort" meal during the evening of a really bad day with clients?

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What’s the worst humble brag you’ve ever heard?

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Is paying attention to your tone of voice at work important?

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Is it just me or studying for exams gets harder as we grow older. I’m feeling dumb and dumber by the day.

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1. Best nonfiction book you’ve read to date? 2. Best fiction book you’ve read to date?

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What’s the shortest amount of time you’ve lived in a city? Like rented or bought a home there. Do you feel like you got the full experience in that time? Why did you leave?

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I communicate well enough to be proficient in my role, but I’d like to improve my written and verbal communication skills. Does anyone have ways to improve communication skills?

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