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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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?

likeuplifting

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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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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I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

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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?

likeupliftinghelpful

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

like

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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Thinking of making the transition from financial advisor to some type of financial analyst role. I’m tired of being tied to sales goals and I’m drained. Any tips/insight on making this transition?

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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?

like

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

like

My friend wants a referral for a job at my firm but is under qualified. What's a good way to tell them that without hurting their feelings?

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I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

like

Anyone have or know of others who have a commission-based assistant? I seriously doubt this is legal I don't know why anyone would except such a role but there are definitely people out there doing

likehelpful

You are hiring a Sales Assistant. 5 days a week. How do you pay her/him. hourly? salary? And how much?

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

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Just curious: Most hours you've worked in a week and your position at the time?

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I’m so sick of not being taken seriously as a younger advisor. I’ve been a year into my role with high minimums ($5mm)+ and uhnw clientele turn me down for meetings left and right. Tips? Suggestions??

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I’m considering a FA role at JPM. It comes with a book of around $30-50 million. I would need to get my 7, that’s the only hurdle. Any insight into what it’s like to work for JPM? Work/life, income

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I may be in a position of setting up a new office in the not too distant future. We currently have a $5,000(?) machine that networks our computers together. Can this now be done virtually?

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Has anyone ever been involved where you were giving a referral fee to someone w/out them being an RIA? I have a referral, oppt w a CPA firm, but they're leaning towards wanting a referral fee

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For those of you w experience in hiring support staff - what do you look for in a Sales Assistant? Not only qualities, but what do you look out for as red flags?

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10 years in the industry, CFP, support role at an RIA. Just accepted an FAA position at Morgan Stanley. Has anyone been through the program? Any insight or tips welcome..

likehelpful

Exit opps for a FA outside the industry?

likehelpful

Looking for advice from all quarters. Hiring an intern from part-time to full time (new college grad). What would you want to see from your boss/employment if you were just starting out from college?

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Has anyone had any experience with Bill's system of prospecting by referral only? He has an entire "ideal life" system, to the tune $8,500.

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I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

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Looking for a marketing/admin/junior advisor role in my practice. Currently managing 250 mil in nyc all fee based and will inherit another billion within next 5-10 years. Provide email if Interested.

like

Interviewing for a Non-registered Admin. What do you believe are the three most important traits/skills as a candidate for the position? (This will be my first admin hire.)

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My mom owns 3 banks in 3 counties. They don't have wealth management/asset mangement. I planned on using them as a revenue generater/major referral platform but is there any way I can get in trouble

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Referral calls in at 12 pm out of the blue from a client. We’re on the phone with vanguard by 12:30 rolling 1.1 mil into a fee based at 1%. Love a good hump day!!!

likeuplifting

I'm splitting off from a partnership and hiring a new assistant. Are there any standardized employment agreements that cover confidentiality?

like

We are actively looking for an administrative assistant. Also willing to speak with brand new advisors looking for a salary, willing to provide support and grow into a role as a financial advisor.

like

How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

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Anyone work at PNC bank as an FA? My nephew is thinking about taking a position there with 4 bank branches. Is it a good gig?

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I have an interview with Bny Mellon for their Associate Wealth Director role. It looks like it’s a development program for 2 years, have any of you done a program like this?

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Has anyone tried a referral revenue sharing program for advisory business referred by CPA's, attys, insurance agencies?

like

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Hiring managers and recruiters: a lot of well-respected schools (Harvard, BC, Cornell, Penn State, MIT) now have pretty robust online programs. Contd

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Does anyone know of a brand (or agency) hiring director level employees in the influencer space (health and wellness brands preferred?) bonus karma points if it’s one you would truly recommend joining! thank you!

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Have a onsite with the Google Finance Ops team in a couple of weeks. It looks likely they have been on a hiring spree for process and program manager roles. My background is in supply chain contd...

So I was offered a role in Strategy Consulting in after 2 years in Risk Consulting however, after 2 years I’ve only worked on Internal audit engagements few ad hocs such as updating risk register and the delegation of authority matrix.

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Good morning, I am a recent under-grad and working as a BI Developer. I’m looking at transitioning to a project or product manager role and I have 1+ YOE. I know the job market is not that great as of now but I’ve applied to countless PM roles and have had no success. I want to know from other PM’s if it’s necessary for me to get a PMP certification before I can get a job or it’s not that of a requirement?

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Any fish 🐠 here work for a vc or firm that invests in early stage companies through seed funding, or series a etc... willing to chat with me and provide guidance on an opportunity I am exploring with a vc. I connected with a vc that has $1b under management and I am exploring a principal / venture partner level role with them. First time going through this process with a vc and would love some advice. 20 yoe, senior leader with FAANG. Thanks.

Recently offered Manager role at Deloitte UK with total comp of 86.7k and M4 as Grade.. Do you guys think it's a good offer? Moving to Deloitte UK from Deloitte US with spouse and 2 kids

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like

Hi fishes,

I'm looking for job switch in Manual testing role.Kindly refer my profile if your organization has any openings.
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Anyone stay at the W Costa Rica? Planning a trip to Costa Rica and trying to decide between that and the all inclusive Westin right next door.

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Informatica openings any?
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Which one should I go for?

1. Oracle - 18.3 LPA fixed + probable bonus (I may or may not get)
2. Amadeus - 18 fixed + 1.5 variable.

Amadeus is also giving joining bonus of 75k. Amadeus is paying more, may give better hikes too, but I am finding it hard to let go off Oracle's brand name on my resume even if it's means around 2L less over an year. I am planning to work for atleast 3 years in my next company.

What would you have done in my place? Should I go for Oracle or Amadeus?

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Looking at full-time and application asks for expected salary and then expected total compensation as a number. How should I figure out the second? Health insurance, bonuses, life insurance, equity, PTO? I studied art, not math.

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What is a standard turnaround time for comp team to get back for one iteration?!!

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I just learned that I get to argue all of our pre-trial motions and do a direct examination at an upcoming trial. What are your best tips for preparing and setting yourself up for success? I want to hear them all! I’m beyond excited for the opportunity. It’s for our biggest client, so I really want to impress!

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A rare occurence

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You didn't need to pay 1st year's retention bonus back, right?

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What is the tuition reimbursement benefit like at your company? I’m in Accenture Operation and there’s no such benefits. (Only strategy and CDO have it). Is it typical?

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Can anybody tell me that how _vois do background verification after submitting of all details on idfy portal.

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I loathe Monday morning meetings. We have a monthly team meeting at 8:00am PT and it makes me so mad! 😂 It’s always on a Monday, and I have the hardest time getting motivated for them. Normally I wake up at 6:30am, check the news, stocks, shower, eat breakfast, get dressed and start answering emails at 8am.. no speaking meetings until 10am. However, on the team meeting Monday’s, I’m scrambling to do my morning routine and get setup to present/share my screen.. I hate them. We all hate them lol!

like
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