Primerica

Has anyone heard of Primerica? I have a friend who tried to get me to join - whatever that means. & I’m trying not to be offended because I lowkey felt like it was a pyramid scheme.💀 I have no in… more

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I had a second round interview for an entry-level Investment Analyst position with OMG exactly 2 weeks ago. Today I got a call from a woman with Primerica (financial services) saying she was given m… more

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Question... How are the companies like Primerica still able to keep the same business model in the Reg BI world?

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Fixed income sales folks, please connect with me (no financial advisors from primerica please )

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What’s Transamerica? Formerly Primerica or World Fin?

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Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

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I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.

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I need to learn a new way to speak about process improvement and efficiencies. I’ve learned I have a knack for this but it seems like such common sense to me that I struggle articulating this to people who just don’t get it. I have no certifications and have no interest in getting one… Also, can you actually teach process improvement to people who don’t get it or is this just a DNA thing. Help? :)

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Advice on being let go?

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What’s the worst investment you’ve ever made? How much did you lose?

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I really want to get into a consulting firm. I have been in HR for over 8 years. Looking for HRBP or anything HR that will get me in the door. Anyone know any open positions or can help?

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What do people do on vacation? First day of vacation and I can't rest - constant feeling of missing something important from work

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Excuses you've used when you've run late for meetings or work engagements?

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What are the best approaches you have used for stress management? Any recommendations on books and best meditation videos on YouTube or purchased?

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Does anyone have any good industry related podcasts they like? I listen to the CFA institutes podcasts a lot

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What have organizations been doing for virtual culture building? Has anyone tried a virtual water cooler idea and how did that work?

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Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

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ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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What's going on with everyone regarding the vaccine mandate? How is it effecting companies and how does HR plan to deal with this disaster?!

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I’m currently a solo advisor looking to grow my presence in the City Im in. Would it be beneficial to contact other practices or advisors in my area to talk about potential opportunities? Continued.

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Excel Tip: Move your windows taskbar to the side of the screen rather than the bottom. Absolute game changer.

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Things you wish your clients knew...

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I feel like I'm at a slight disadvantage because I come from a large state school -- it's like I always have to prove my intelligence... really getting old.

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For $TSLA believers, how big a deal is it that they are closing all their stores? Kind of wild this is happening before Sears closes all theirs.

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How would you deal with someone who talks to themself all day in the office? It’s clearly in response to their stress level, but it’s also extremely inconsiderate and distracting.

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Additional Posts

Hi, all! I’ve been in philanthropy/development space for my entire career w/some community impact/CSR work. Any advice on how to transition from nonprofit to CSR or corporate foundation? I did a post masters certificate in CSR, but I’m having no luck turning that into an opportunity.

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Recently received comparable offers to Capgemini Invent and Accenture Strategy (comparable title, pay, vacation days). Now what 🐟? Thoughts? Other points to consider?

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Thoughts on Indexed Universal Life Insurance as an investment vehicle? I hear the pros and cons from the sellers of this, whom I understand gain heavy commissions. But wanted to get thoughts from investors and if this isn't a good vehicle, what alternative investment vehicles do you suggest (outside of stocks, Roth, 401k, and real estate)? Looking to diversify my portfolio. I'm 43, married, income 600k combined, and we have 2 properties worth 3m and investment accounts worth ~2-3m. Thanks!

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What's the typical salary difference between a mid-level CW vs. senior CW in NYC?

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At a boutique healthcare firm with very limited scope. How do I learn more broad consulting principles and how to think like a consultant at large?

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Freelancing for the first time. How do you respond to what’s your availability when you have more than one project?

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Thoughts on Duane Morris/Blank Rome for PE/M&A? Would be coming from a midsize firm doing similar work.

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Accenture members:- what is the typical promotion time from Sr Mgr to Director at Accenture?

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Any considerations when disclosing to the firm that your wife is pregnant? Debating when to share the news...

What looks better, big 4 management consulting or top tier economic consulting?

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Does receiving an interview at most schools imply that the adcom thinks your stats check the box and as long as you ace the interview you're getting in?

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Beginner interning at PwC this summer. Nervous about expectations but planning to get Security+ and messing around w/ other tools. What can I expect and any infoSec intern advice?

WYR? Work on a prestigious brand but don’t make anything. Ever. With an up and coming agency that could be something cool some day? Or an agency where you make ALOT and have the opportunity to work on a lot of different brands but have to spend a year working on one terrible client with no work life balance?

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Is deloitte advisory going through another round of layoffs?

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I’m currently working as a design consultant at a big 4 & it’s my first job as a designer. I’m doing a lot of strategy work and haven’t done any design work at all. Although I want to find a new job, I don’t have any design experience to add to my portfolio to be competitive in recruitment. I’d love to get some advice from people who hired consultants or were once consultants but now working at agency or in-house on how to market yourself during recruitment.

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How much can MBB Partners make in a year? What is the differential with a PwC or Deloitte Partner?

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Worthwhile getting the AWS cloud practitioner cert? (Will there be a return financially in ease of finding job or higher salary)?

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I live in Cali and I have just been made a CS team lead. I'd like to renegotiate my salary in the future and I've read Team Leads make on average $26/h... But can make up to 36. Is that true? Ty!

Senior, pregnant and worried about busy season because half the seniors in my practice quit in the past two months. Directors have said to seniors “brace yourself”. I am already stressed and high risk and off my ADHD meds and struggling a lot to get work done. Is it worth taking maternity leave early and “screwing over” my teams? I feel guilty. Doctor suggested to take medical leave if I am struggling. Need advice 😢

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My roommate is currently having a very loud conference call with 60+ very very giggly people. This wfh is going to be fun... she can sit in her room and close her door but nope. Thanks for listening 🤦‍♀️

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