17 years in 850 in production 12 years to go. Never lost a client in a cfp conversation. I make educating myself a priority. Any reason whatsoever I should put myself through the cfp process?

Hey FishBowl Friends, so I’m currently trying to break into tech sales/FinTech and I feel that due to my previous work history, I might not look like the ideal candidate on paper but I’m an extremely fast learner and very coachable. I’ve been a manger at a gym, got my degree in finance, worked as a client advisor at a top 3 auto dealer in the nation and now I’m a project manager at a solar company. I really want something that’s remote and steady, any recommendations on how to spruce myself up?

Salesforce resources (Pune,Mumbai,Chennai locations) who want referral in IBM pls DM me. I can refer you immediately and within a day or two u will be contacted by hiring team.
Our project has huge requirement for resources having the below mandatory skills:
I. Good knowledge of Apex ,Batch classes
II. Aura /LWC hands on experience mandatory
III.Integration/REST (custom integration, API calls)

Good to have skills - classic-VF background,UI, Design experience, DevOps - Deployment tools and method

Currently I work for a small company that does the construction of small cell utility poles and roof top sites for the major cell carriers like VZW, T-mobile, AT&T and so on. I am a project coordinator but I do everything under the sun. Created project tracker. Submitti bids, sourcing material, negotiating price on materials, handling post construction inspections, scheduling sub contractors, notifying stakeholders, coordinating with construction managers - property owners - building management.

Hi fishes, I have an interview tomorrow with factset for Client Solution Advisor. Any tips for the questions they'll be asking? And if ajy of the factset employee can tell me the work we will do in this role will be good.

Hi Fishes,
Is siemens Chennai location offering WFH or WFO...if it depends on the project like what percentage ppl need to come to office. Thanks for the help

I have a team that just completed an audit, on time, on budget, resulting in a happy client which makes me a happy partner!

There is often a lot of negativity on this site, but I just wanted to give

How are Ogilvy and McGarry Bowen these days, creative wise, client retention, good “place” to work, work-life balance, etc.?

Chances the BA.2 Variant will push back return to office date plans?? Currently set to return to client site for the first time next week.

Hello. I currently work in-house as a Legal Operations Manager. I am working on a project to expand our network of law firms.

Any recommendations of boutique law firms in CA that have experience in commercial litigation for retail/fashion/apparel/home companies? Specifically consumer class action, unfair business practices, false advertising/17200, data privacy.

Thanks for your recommendations.

Is it a red flag when a recruiter talks about unrealistic benefits like getting a chance to fly to another state just to visit the client HQ all expense-free? Or is it really a thing? Let me know if you have experience like this.

How to handle working with someone who frustrates you immensely? I work with someone who is one level above me hierarchically and is an ultimate micromanager (not one agenda or recap can be without edits) and is rude about establishing that they have dominance. The more senior leaders on the team are awesome and so is the client. It’s this one coworker who just got promoted and is now stepping on me constantly. Thanks!

How is mphasis jpmc client

What are benefits of working with a content strategist on a project?

What are strong must-have traits of a good content strategist?

Trying to build a case for my agency to hire our first CS!

One of the company asked if i could join as early as in 1.5/2 months where I have 3 months NP and haven't put papers yet .. i asked one of my senior in my team about this who's already resigning...and she has told about this to the entire team 😶. I realise it's my mistake asking her :p
Now that I'm not hearing back from the company which I gave interview and my environment at current project is a mess atm...Should I just put papers or bear with it till I fine another one..??

Anyone have an insight or advice about taking on freelance projects while receiving unemployment? I don't want to loose the income I will receive form UE for taking on a small project

What is the difference between an account executive and a project manager? When I look at the job descriptions there is not a lot of clarification. Could you enlighten me?

Trying to chart my next move and not sure what direction to go. All I know is I’m tired of being always “on” in a client-facing environment.

Any podcasts, books, etc I can read for insight into more internal roles like biz ops, corporate dev/strategy, other??

4 YOE total all in consulting. Currently a SC. Clients/work have been commercial healthcare implementation & public health strategy, risk, process imp etc.

Joined pro a few months back in TC, I notice that the all the talks of big growth etc. was just talks. Have not had any decent project lined up and been sitting idle for past month. Also, majority of existing projects are Risk, audit and compliance related or we are trying staff aug / managed service (outsource). What is up with this, contemplating if I made the wrong decision to join pro from Big 4.

Hi,
Is python+microservices+ gcp is good techstack to grow?

When is WFH ending ?

What would not having a second stimulus mean for stocks 6-12 months from now? I’m assuming it hurts stocks but increases the value of USD?

Hi fishes,
Looking for referrals in automation testing.
Tech stack - Java, selenium, TestNG, Cucumber, Postman API.
YOE - 4

Notice period 30 days. Chennai location preferred

Hi. I am desperate to change jobs. I have two offer in hands: Deloitte Hyderbad on a contract basis with 15% hike and KPMG Bangalore FTE with 25% hike. I like Deloitte as a brand better.
None of of these two companies are willing to offer more saying that they have a tight budget.

Which one should I take? Please help me decide.

How to get released from the tcs project?
in the past i have seen My project manager has not given them a release, in the end they have to resign.
I am in a product support project, i want to switch to another domain.
I am preparing for that but here also i work honestly. I got A band in the last 2 years, my lead is on notice period now they are making me lead ,i dont want that ( extra responsibilities with no extra money) but currently I am the only option for them.

Buying vs. renting...?

Boeing stock - lowest price in 3 years. Hoping it keeps dropping!

Anyone use Robinhood and been able to export your holdings into excel? How did you do it?

Chicago media agency people - what’s your company’s current RTO policy?

I’ll start:

Spark - 2 days a week mandatory in office this year, 3 days mandatory in office next year.

My current package is 15 LPA fixed 5 years of experience. How much should I ask in the next switch?

Does anyone have any ideas on what to tell parents if we have to do online teaching?

What is the value add of an AWS government competency partner or reseller? Why can't AWS directly sell to its customers? Over time would AWS try to eliminate these middle men?

Q: I’m reworking/updating my books— how are you going to include toolkit for other markets in your book? (Want to sell my contribution For concept and art direction+design in collaterals)

Cerner 17 lpa, ibm 22 lpa, hcl 23 lpa, Capgemini engineering 27 lpa, Capco 28 lpa fixed, hexaware 27 lpa, Zensar 29 lpa. Which one is best to join.YOE 7 years

I had resigned 3 months back and then retracted it. Now i want to resign again. Is there any time limit in TCS before which i cannot resign again?

What are some of your “schooling the client” moments?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

What is the most expensive thing you have ever bought? How much did it cost you?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?