Western International Securities

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Anyone else take the CFP this cycle?

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Does anyone else use the "apology score" when filtering investments? Basically, "how many times in the last decade did I need to apologize for having that in your portfolio?"

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Can anyone who’s independent and doesn’t have software provided by their company comment on what software they use for CRM, Planning, portfolio management and reporting?

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Never Split The Difference - a recommended read. What else would you recommend to others?

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I posted a bit ago about swinging and missing on a few appointments, but I've closed 1.2MM so far this week. Gotta stop getting too high and low! But woo! Good week!

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Where can I find a spreadsheet that will let me plug in a starting account value and the sheet will show balances after year 1, 2, 3 and so on for 7% rate of return for example.

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Can anyone recommend some companies who specialize in doing webpage for advisors? Any general info/experiences and input would be appreciated. Thanks

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How did you learn how to fill out account transfer forms correctly?

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Are college interns expected to bring in leads/business where you work?

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Have you ever encountered something that could have been disastrous from an investment standpoint?

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Do you feel like your parents value/understand what you do? My dad has close to $1mm with me and still doesn’t seem to get that I do a lot more than just hold his investments!

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How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?

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AIF designation worth it? $395 per year renewal?

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I’m Franchise owner. What tax deductions are other 1099 filers taking?

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Restaurant industry is the largest employer in the united states, of course unemployment claims are gonna be higher than ever

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Additional Posts

Anyone hear back on their BCG interview already?

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Anyone know if Razorfish Health has a hiring freeze?

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Is your company still expecting you to sell like there isn’t a pandemic going on, or is it just mine?

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PM 🐠, I have an interview internally at my company (tech) for a PM role. I meet all criteria with the exception of having “led a team” and “have shipped at least 1 product” Is this over before it even started? What can I do/answer to overcome this? I’m in a strategy role and the other hiring manager knows that but has still given me an interview. Thx

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Would you ever do a project for a private prison company? Just big 4 things (for the corporate arm I mean)

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Best way to get in contact with campus consulting recruiters after graduating? I'm a recent grad who has been struggling to find a job past 5 months since I graduated, had previous Big 4 experience and left industry to focus on Masters for a career change but timing was a bit unfortunate

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What's the slalom culture like? And by culture I mean salary...

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I need to sell a really nice modani leather couch in river west for like 1100 or so. ,.. any app recommendations which you gave personally used? Definitely won’t use Craigslist

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When your final offer approval is delayed and you’re not sure when it will be approved 😔

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Dear client, When using data matching with a DLP solution and you find a "false positive" on a value, don't argue that it's still a false positive when it matches the junk values in your data source.

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How does one get better at networking chats/virtual informational interviews? Had one yesterday and I was so awkward and i can’t stop thinking about it. I felt bad for the other person on the other end. I’m so anxious at making the conversation flow but I feel like I end up interrogating then with questions in hopes of a referral (which usually happens but I want to build a connection rather than just a reference)

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How does anyone afford to live in NYC on an associates salary if they have large student loans? I have been saving for 2 years but I would have to dip into my savings to move (rather than save..

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Anyone has a personal assistant? How do you use them? Has it been a good experience? I’m considering hiring one because my life is crazy but curious on perspectives. Single parent so no SO to help.

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What are you favorite apps to setup exercise programs with progression? Limited equipment and space at home (just a couple of dumbbells I somehow scrounged up from my parents house). Thinking of maybe aaptiv or Fitbod? Anything else?

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Pick up Phillip Dorset?

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As close as I’m going to get for the foreseeable future thanks to Covid 😪

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Question for all but especially Europe/Germany based fish: Appropriate way to handle the “how much do you want/range” question? Not desperate for the job but do really want it. Concerned with searching during COVID. Only a handful of consulting YOE behind me (but tons of industry exp).

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Compensation range for M&A Senior associate at PWC based in nyc?

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With so much uncertainty in the industry right now would you rather accept a “Contract to Hire” position working in-house for a huge retailer/e-commerce company or a full time position at an ad agency?

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