Setting up our first small business 401k! Should we be an ERISA 3(38) advisor? What are the pros and cons?
Things you wish your clients knew...
EJ Advisors, what’s the payout to you on a GK? Not looking at P&L credit, split payout etc. If you GK 10mm, what’s the actual dollars in your pocket? Does they payout change on a larger/smaller GK?
🤝 Pay it Forward: Drop a piece of advice or wisdom that has seriously helped you in Life or Career! Help another user and pay it forward. 👇
The Investment Advisor, a registered investment adviser is looking for experienced Investment Advisors in Pittsburgh, Pennsylvania. Must have Series 65 and book of business. Call 570-815-0770
Excel Tip: Move your windows taskbar to the side of the screen rather than the bottom. Absolute game changer.
How much does everyone have saved so far? Savings, age, city? Just trying to see where I stand
Does anyone have major family conflicts around food and diet, More than normal? Like relatives angry that you won’t eat their traditional old-world foods or maybe you are vegan or Kosher and not them?
As a young professional I find myself wondering what happened to loyalty? My parents worked in a time where you worked your way up at one or two companies over 20 years.
Ideas on how to be part of Marijuana market and growth? Seems like a good market to invest in for healthy returns ..
Conspiracy Theory Alert-Extreme market volitiliy recently due to Wall Street collusion on a cooordinated sell off. Buy backs after 10-15% discount on agreed upon prices amongst conglomerate ?
What title do you all suggest for a new advisor? He will be exposed to personal planning, business planning, and investments. Thinking of using "Associate" for the new guy.
I'm in my early 30's. My best clients are older single folks or divorced women, but seems like they don't like being told their shit isn't straight, esp by a younger guy. What about you guys?
Jerome making it go brrrr again 400 billion this time. I hope I can get a little drop of it this time haha.
Tired of people complaining about work/life balance, and then complain about not being successful.
Has anyone had success with having a booth at a fair/expo? i'm trying to come up with ideas to get face-to-face contacts.
What kind of events do you host for your young millionaires club of your business? Do you hold separate from older retirees who are millionaires or do you just do one for both?
If you’re looking for a referral to McKinsey (US) and/or want case practice, DM me. I love coaching lol
Asking this fine group of professionals for recommendations for US based pr firms (on the smaller side due to budget limitations) that have a specialty on B2B/marketing/client services. Thanks in advance.
Anyone interviewed for the Implementation service line at McKinsey & Company? Curious to learn more about the business as well as how the interview looked like. Appreciate sharing your thoughts on this. Thank you!
Had a very early call with the client and foreign lawyers this morning. One of the other country lawyers couldn’t use my telecon number, so I had to set up an impromptu Zoom meeting. In pajamas, no makeup. Firm’s Zoom has no option for the organizer to start the meeting with their camera off for some reason. Client and other lawyers are all female, and they all turned their cameras on in solidarity. I love the supportive women I have the pleasure to work with. Any other Zoom WFH war stories?
The teacher next door classes are too loud‚ they do not have any classroom management skills and it is affecting my class.
Any creatives work at Google in SF? Got an informational interview with them and curious about what it’s like on the inside.
Happy fly day. Anyone got a delta drink coupon to help a friend out. It was a rough week
If I reimburse $X and the company adds $X to my paycheck I’m losing money right? Since I get taxed on the $X in the paycheck and end up with less then I spent
Seeking a restaurant recommendation in San Francisco Chinatown. Someplace higher end that’s not too touristy for a family trip. Any recommendations appreciated!!
I'm joining one of the MBBs soon. What are all the perks, benefits I should take advantage off? Phone plans, memberships, etc? I'm curious about what other Top 6 firms receive?
At family reunion and playing Monopoly Deal (first to $1M wins) with younger cousins. Crushed them. Teaching life lessons. 👌
Do you guys have any tricks to assess professional maturity in interviews? I am always surprised by the difference between interview performance and what candidates deliver when the show really starts
Trying to figure out how to manage health issues and work balance. I just recently found out I might have herpes (waiting for the test results to come back) and I have been very and feeling like my life is over especially because it came from being cheated on and struggling with prioritizing my bandwidth and not knowing how to communicate it with my team. Due to stigmas around something as common as herpes I cannot comfortably share that with my team.
What happened to good old-fashioned holiday bonuses? I'd rather a check than a $20k practice holiday party (and I help plan, so yes, it's at least that much).
We always talk about students being bullies, but do you know of any teachers that act like bullies in their classroom?
Lol. Glad to see DE&I leadership at Disney is so diverse. https://www.cbr.com/disney-diversity-councils-bob-chapek-bob-iger/