Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

likeuplifting
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I just referred our Investment Bank an underwriting deal for 100M bond issuance for a US City....any idea what the fee is to underwrite the deal? I’m trying to calculate my FA referral fee

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Your best comeback stories? Ever had someone fuck you over, only to find yourself in a position of power over them years later? How sweet is sweet revenge?

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Do any of you have a side hustle job outside of your role as an advisor to make extra income? If so, what, how much extra income, time commitment, etc?

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What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

likehelpful
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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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What certifications would be good to get as someone who is fresh out of college and in their first role?

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FA rules to live by: 1. Never take on another advisors headache client. 2. Never take on a headache client just because they were a referral from a good client. Both have burned me!

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How long after graduating college did you find your “career?” Not just the first job you got (although it could be), but the position where you felt like “this is my path.”

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I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

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What’s your test when you're looking for a new assistant? In the process of hiring my first one

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Took a role and will be managing 3 people for the first time. All 3 are more experienced and older than me. Any tips from the folks out there that went through similar stretch roles and succeeded?

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Who the hell wakes up at 4am? Post your age, position, country. Let's find some similarities.

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Thoughts on doing an online degree. Looking for a career change, but not willing to give up my position now and cannot afford to quit my job yet.

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My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

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Is it possible to have a fully remote position?

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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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I didn’t think this day would come so soon but I’m ready to look at jobs. After updating your resume, any tips on next steps? How did you go about searching? Recruiter, LinkedIn, referral?

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Hiring managers, have you ever received a hand written thank you card? What are your impressions initially?

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Do you have a role model at your firm?

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Related Posts

How long after graduating college did you find your “career?” Not just the first job you got (although it could be), but the position where you felt like “this is my path.”

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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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Thoughts on doing an online degree. Looking for a career change, but not willing to give up my position now and cannot afford to quit my job yet.

helpful
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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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Can anyone give me some insight or feedback on the wealth advisor ii position at 5/3?

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Do you have a role model at your firm?

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How do you make networking calls effective? How often do you follow up? This is assuming you would hopefully want a referral within the next year.

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Has anyone every worked at Goldman PWM? got in touch with the recruiter for an entry level position that seems to client service oriented.. how hard is it to jump over to a more technical role?

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Thinking about hiring a business coach for next year. Any tips, thoughts, advice?

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When interviewing for new role what matters to you most? What questions / answers help you see the “full picture”?

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Is it possible to have a fully remote position?

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My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

like
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What certifications would be good to get as someone who is fresh out of college and in their first role?

Reaction Icon Like
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What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

likehelpful
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Curious to see what factors make you want to give someone you don’t know a referral after a phone call / what a “good” phone call looks like?

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Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

likeuplifting
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I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

like
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Does anyone else accept phone interview requests when you love your current role? It’s really very refreshing.

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For those that work at an RIA and are relatively “young” advisors - what’s your compensation structure? Base + bonus + referral fees? Split rep fee?

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Hiring managers, have you ever received a hand written thank you card? What are your impressions initially?

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