Advisors and Asset Managers

A community for Advisors and Asset Managers across companies

Commercial banking now but looking to move to IB in 6-10 years from now. CFA or MBA best way to get into bulge bracket investment banking? Both?

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I feel super dry and sarcastic at networking events. Any advice for being more personable?

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What’s something interesting you learned in 2019?

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Anyone else get really nervous for interviews? How do you deal with it? I know I’m qualified for the role. I feel confident I’d do well if given an offer. Just scared that I might fudge the interview.

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How do you get better at small talk? I tend to get directly to the point and possibly miss out on building more subtle things in a relationship

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How do you differentiate/ think about being pessimistic vs realistic. Specifically in the context of personal ability and professional advancement

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I feel like I’m always messing up and it’s the little things too. I don’t know what to do. It’s starting to affect my self esteem.

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How do you go about building trust with a new client? What’s worked best for you?

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I feel super dry and sarcastic at networking events. Any advice for being more personable?

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Anyone else feel like sometimes the people around you keep you from reaching your goals?

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What are the top things a new FA can do to add value?

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What are the best apps to stay organized and make lists of things to do? I feel like a chaotic cluster and my mind runs wild, rendering me super inefficient. TIA!

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What can you do if you feel like the client doesn’t like you very much?

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What is the kindest or most compassionate thing someone has done for you or that you have seen?

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A problematic client reappeared yesterday. She was the client that taught me to never negotiate your planning fee. They will walk all over you. Now she wants help after doing things her way.

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Has there been a point in your career where you’ve said “I made it”? I imagine for most of us, us once we reach our goal we expand our targets. Never truly “making it”

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Treadmill or elliptical? Which is more effective and overall a better cardio workout?

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I am a sandbagger. 8 years in. I always hit by personal goals and try to stack business to hit bonus tiers. My manager is telling me I’m a fool for doing this. I do it to be consistent. Thoughts?

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Should you delete “sent from my iPhone” from the bottom of your emails ?

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When you are interviewing somewhere new, what are things you look for/signs that it is a shitty work environment? So many places paint themselves so well until you’re hired & their true colors show🙄

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