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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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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Culture at PIMCO? Considering a role there (non-Investments)

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

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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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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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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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If your job role was a movie, what would it be called?

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How do you get folks to understand that having a fully funded emergency fund is the foundation of a healthy financial position? I have a young client that I took on bc his parents are huge...continued

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Let's improve our lives at work by breaking down the obstacles we face. What are the biggest challenges you consistently face in your role? What roadblocks should leaders at your firm focus on eliminating to help you reach your full potential?

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How do you say no to a referral without damaging a current client relationship?

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Starting to get referrals from referrals! 1. Have clients "tell their friends" 2. Kill meeting with referral 3. Ask referral if their happy they were referred

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What do you say when you’re emailing a referral for the first time to reach out to them? I don’t know what to say and I don’t want to write anything stupid or put them off by saying the wrong thing!

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Who is/are your role model(s) in the business and finance world? Why?

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Should more people on Wall St have gone to jail for their role in causing 2008? Curious to hear from people in the industry!

likefunny
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Any advice on resumes when applying for a bunch of jobs? I know it’s best to tailor your resume for the specific role, but that doesn’t seem realistic when you are mass-applying for different roles

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What is your “go to” sentence or paragraph when asking for a referral?

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A headhunter reached out to me, asked if I was interested in a position, I replied positively and still have yet to hear back. It's been a week. Not sure if this is normal...

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When negotiating compensation at a new company, new role, should I tell them (or omit) what I make now?

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Has anyone actually had a successful referral from fishbowl?

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Fee only advisors, what do you charge per session? I’m thinking of branching off and becoming an independent advisor versus my current role at a bank. I’m an advisor at Merrill Edge now

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Fresh out of college. Starting as a CA at a wire with a $1 bil AUM group with the idea of me moving into an FA role as I learn the industry and build a book. Any tips would help.

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If he moves to a cash position then he will suffer the loss. Currently it’s a paper lose not a real loss

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Hey fam, I have a small coffee chat with a referral. How should I approach it since it's gonna be pretty casual? Any and all help would be great and appreciated.

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Who here has given their clients a referral sheet and actually gotten it back with names? My lead advisor insists that I do this and give them a deadline to get it back. This makes me cringe. Cont..

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30 yr old client wants to move to a cash position bc we’ve lost what he deems too be too much this year. I’m new so my first real conversation like this. How do you approach it? What would you say?

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What does it mean when a recruiter rejects you for a role by telling you that the hiring team thinks you have potential and would like to revisit you in 12-18 months?

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Inbox zero or every e-mail since hiring? What's your mailbox like?

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Best methods of hiring an assistant? Need help with Account opening & updates, processing distributions, scheduling and updating financial plans.

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I sit in a chair for 9+ hours a day, I have a 49 mile commute so that's an additional almost 3 hours in the sitting position. Then I sit at home and study every other hour. ALL I DO IS SIT.

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When having lunch with a referral what are some talking points that you come prepared with?

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I got hired on the same day as a male colleague. Same position, same age, but he got an office and I got a cubicle. Should I say something to HR?

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Self-doubt and imposter syndrome are dragging me down in this new role with high expectations. I'm procrastinating because I feel overwhelmed. What small changes can I make each day to fight this?

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How significant of a role does your credit score play when applying w/a wire house?

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Does BCG present different cases depending on the level? For example, would a candidate interviewing for a senior associate position have the same case as someone interviewing for manager/consultant?

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