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?

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Is being a CSA a dead end role? Where do people go from this job?

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Have an offer I want to take, concerned my toxic boss will try and burn me if I quit my current role

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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.

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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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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?

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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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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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Do you have a role model at your firm?

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

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

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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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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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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?

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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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