Thoughts on Stifel at the analyst level? Trying to go to a large activist HF eventually, so I figure I'll have to lateral. In which case, is 6 months enough time to make the switch?
Stifel Financial Corp.
Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun
Are you or have you been the sole HR person at the company? What are the pros & cons? I haven’t been, but a recruiter reached out with an opportunity to be one. They currently use the parent company’s HR but are buying themselves out to be a stand alone firm. TIA!
Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.
Now that networking events are virtual and limited opportunity for face to face meetings - how are new leads being generated besides website traffic. How do you "network" at virtual meetings and presentations?
Do you personal have an umbrella policy?
What is interesting is I got into this business to "help" people and work with "people". But in general, investment clients are pains in the ass
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1)Mid 30s, Michigan, CFP. Conducting due diligence to go RIA (IAR & RR regs currently at protocol member firm). Suggestions? Do/Don't? Contacts? Expense templates? Avoid ___?Expectations for yr1/yr2?
At dinner, I overheard a girl complaining about how broke she is as an artist and goes on about how she's not a consultant or banker so she should be taken care of to keep a high standard of living!
So does anyone else have an excel sheet that plots out their projected income for the next 5 years?
Is it just me or do you find yourself so fatigued by the end of the week that you just want to stay home, drink something, and play on your phone until you go to sleep?
What do you want your legacy to be? How would you like to be remembered? What do you want to leave for future generations?
Marc Faber getting so much flack for his (horrible) comments, but are people really surprised? He has a publication called "Gloom Boom Doom." Common.
Any tips on making decks for a rookie here?
I have a good budget left to spend on research. Already have the basics.. any recommendations of great research to buy either on individual stocks or market outlooks?
Who else thinks Nova will take the title again this year? They're looking about as hot as Jay's suits.
What are some businesses in which revenue is heavily driven by weather? Car wash... what else?
Do you think there’s an unofficial dress code when WFH? Why is everyone always ready for Zoom meetings and then there’s me needing advanced notice
Found out project is getting extended again in a few months...is it bad to ask to roll off bc it's been over a year and you're tired of it? How do the managers on here feel about that?
Is it rude to leverage an offer to get another company to expedite the interview process if you know you would most likely take the current offer over that one?
Advice please. Currently work as a nurse at a PCP office, amazing insurance M-F, but manager is TOXIC. Constantly makes fun of employees to other employees calls people idiots (her boss does not care). I have an offer from long term care 7p7a and rotating weekends and holidays. Doesn’t bother me. Does bother my husband. Thoughts?
What training or guidance are you giving managers at your firms about managing hybrid teams? There is a lot out there on remote teams, but a lot of us are going back three days a week which means people at home and people in the room. Any tips to pass on?
What types of roles would fit a Business Analyst 2 with 2 years (No MBA) of industry experience supporting Federal Contracts and strategy? Looking into applying to several positions on Deloittes website however I’m not sure if I’m over/under selling my experience.
I put in 6% to my 401k to get the 100% match. I have $4k in a savings account as my Emergency Fund. I have another $4k i want to invest. I opened a Roth IRA with Charles Schwab, but didn’t put it in yet. I am confused on Roth IRA concept because I am taking taxed dollars and putting it into an account, but if they offer traditional IRA isn’t it already taxed? How does that work? Im fairly new to Personal Finance (24 Years old).
Wait, you mean I could work from home?!
How do I negotiate salary when you don’t have a job? I’m literally the mercy of a the new employer.
Anyone go fully remote for a year? What was your experience like? Love the idea of travel flexibility but apprehensive about feeling lonely not having an office with peers
Does anybody have a good generic business plan or executive summary template? Helping a family friend put one together for their small healthcare business outlining what they do, how many patients, etc Struggling to think of a good format or layout when not using firm specific decks. Thanks!
Is 82.5K a good salary for new grad in nyc in industry? With everyone in strategy consulting and ib I feel like I am “behind”.
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How long will a law firm hold out a lateral offer for? And what excuse could I give to extend the wait time without looking like I’m not that interested in the job? I think an offer might be coming soon from a v10 but I’m mid process for an in house role at the moment and I’m genuinely not sure which I want more.
What's the best way to prepare a business case presentation? I've been invited to a final round interview for a medical device company as a process optimization consultant. They sent me a client case study. In the case there are pain points of the client, and some numbers to analyze their workflow and recommend them to use their medical devices for process improvement. I'm not sure how to stucture it. how would you approach it?
(Posting for my mom) Anyone have ideas of different lessons she can do as a teacher to show to students? They’ve assigned games to play but she is wondering what else she can show during class