A prospect suggests they’d prefer to stay with a robo-advisor because that’s all they know / have experience with to date. Aside from demonstrating your value-add, what other reasons would/do you share to politely counter their position?
Have an offer I want to take, concerned my toxic boss will try and burn me if I quit my current role
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.
What certifications would be good to get as someone who is fresh out of college and in their first role?
I’m three months into the role (have never advised before) and haven’t been given a client bank or leads; the gig is completely self-gen. What tips do you have for client acquisition in lockdown?
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.”
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.
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?
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?
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?
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?
When interviewing for new role what matters to you most? What questions / answers help you see the “full picture”?
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.
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.
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?
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 ?
Deloitte Folks not sure how many ppl have gotten results yet, but I just asked the lawyer. They’re gathering initial selection results, and will send the results on Thursday and Friday. 🤞🏻 everyone
Two biz class flight options: 1) Fly into JFK from Asia, land at 6:30p and then run to EWR for a 10p flight to chicago with Check in bags (Asia flight time of 28 hours with 2 short stops) 2) Take a 2 stop Malaysian direct to Chicago, but with a 14 hour layover in Tokyo (total trip time 44 hours) Both options cost the same. Booked on #1 right now, bad idea?
What was your favorite brand stunt for Game of Thrones? For me it’s Shake Shack, but i might be biased since i already loved shake shack and it was so fun sitting on the dragonstone throne
You know what irks me? HR and Hiring Managers say they want people who have experience. Yet everyone I have worked with in industry and consulting from all levels have no experience.
How set in stone is the "# years experience" aspect of a job listing? If a bit under, does that disqualify you from a position, despite meeting all other skill/experience reqs?
🐠 Fam! Need help! Would someone be able to share some fundamentals of jargon and concepts used in Life Sciences? Any knowledge appreciated!
Marriott needs to do two *extremely* important things - get rid of that awful ad channel that comes on when you turn on the tv, and store my Netflix/Hulu credentials so I don’t have to sign on every
Does your firm give out raises when you get promoted? Just found out mine only gives out raises as part of the annual appraisal process. So if you get promoted in Jan, you won’t get a raise until Oct.
School made this career seem more enjoyable than it actually is. Been considering going back to school to get and MFA, or whatever is needed, so that I can teach.
The RSM YE process for Chicago FS. 5/30 - round tables. 5/31 to 6/27 corporate approves ratings/promo. 6/28 to 7/11 meet with CA. 7/12 to 7/21 comp discussion. 7/31 bonus payout. 10/1 P&S effective