Does anyone else accept phone interview requests when you love your current role? It’s really very refreshing.
For those that work at an RIA and are relatively “young” advisors - what’s your compensation structure? Base + bonus + referral fees? Split rep fee?
Hiring managers, have you ever received a hand written thank you card? What are your impressions initially?
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?
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?
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
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?
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!
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?
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
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?
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
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!
Should more people on Wall St have gone to jail for their role in causing 2008? Curious to hear from people in the industry!
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
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...
When negotiating compensation at a new company, new role, should I tell them (or omit) what I make now?
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
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.
If he moves to a cash position then he will suffer the loss. Currently it’s a paper lose not a real loss
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.
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..
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?
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?
Best methods of hiring an assistant? Need help with Account opening & updates, processing distributions, scheduling and updating financial plans.
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.
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?
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?
How did you find your queer affirming therapist? I need to do some soul searching and I need an understanding guide
Got the Free Panera Coffee Subscription for the summer. Is it me or is there Iced Coffee disgusting?
https://vm.tiktok.com/JjFE5Rt/ (Transcribed below for those without tiktok) I always find it interesting when people say “oh did I offend you!?” “Did I hurt your feelings?!” As if those things are even at all related. I have a problem with people equating the idea of something being offensive and something being emotionally damaging. If I tell you something you said was offensive it doesn’t mean that it’s been personally hurtful…it simply means that I don’t believe the ideology behind
I am having a hard time convincing my mom to see a psychiatrist. She has deep paranoia and refuses to listen to anyone around her. Her paranoia has gradually worsened and while she is not harmful to herself, the state of affairs at home is not conducive to my younger sibling. Any advice from folks who have faced and navigated a similar situation? How did you approach the conversation? Also, any psychiatrist recommendations in India will be highly appreciated. 🙏🏼
Starting a new job and get to choose my own laptop within ~$1.5K. I’ve always been a Mac for personal and PC for work person, and debating going to Mac for work. Team Mac: thoughts on excel and ppt on Mac? How are the shortcuts? (I am a power user of alt-h-g-a in ppt but can’t seem to find a Mac equivalent) Team PC: thoughts on utility of a 2-in-1? Any votes between HP Spectre 360x, X1 Yoga, or XPS 13?
Put on a project where I was told it would be work in my skillset, sounded pretty simple minus the extremely quick turnaround for the project. Get to the project and realize it's completely not what I was told and out of my skillset. How do you deal with this? Very stressed about this
Does anyone have tips on managing interns? I’m a new manager and am not great at asserting dominance 😞
How to approach a male boss who’s very good at recognizing his own achievements but rarely gives me kudos (and sometimes takes credit for my work). He’s a nice guy mostly, so I want to be really tactful. Any ideas?
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?
F**k flying every week. When is consulting going to evolve and use technology instead of flying every f week?
Traveling over weekend across time zones. Super important question...when can I watch Game of Thrones/Silicon Valley on HBOnow? 8 eastern? Central? Pacific?