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?

*** 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.

Hi Fishes, need your Insights on laptop purchase.
Can I buy and reimburse IMac? Or should I buy only laptop?

Anyone have CFP Prep books they don’t not need anymore?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

Question for BAH - are you able to expense taxi/uber for after hour safety from your holiday event to home? I know most companies let you and so does Deloitte. Asking for a Booz friend.

Could we get reimburse for taking the ITIL exam ?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

Hi guys, I have got an offer from Verizon. Role: MTS-3. Package: 21Lakhs (Fixed) + 12% Variable pay + 45 days of monthly salary as relocation expense + 50,000 joining bonus. YOE: 5.6 Years. Does the package look fine or shall I negotiate further?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

I might get roasted for asking such a basic question but - how much do you budget for eating out ($ amount or % of budget)?

Pre pandemic I was traveling 5 days a week and just used left over per diem on the one night I went out with friends at home. During covid I stayed home. Now that I’m fully vaccinated and are many of my friends they want to go out to eat/drink. During covid I moved from a LCOL to here so I’m experiencing delayed sticker shock at the prices. Any tips?

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

Thank you so much.

Finally a new office space for Hyderabad folks! Anyone knows by when wfo will start?

Anyone interviewing with Frontdoor for a Strategy role?

How common are credit checks for roles in accounting or finance positions? Will high utilization on credit card balances and low credit score be a deal breaker? I’ve been irresponsible and made mistakes, but wondering if I can switch jobs now or if I’m best off waiting 1-2 years and cleaning up my credit first.

For those of you who left the Midwest for a FAANG company like Apple… was the move to CA worth it? Have an opportunity and it’s just really difficult wrapping my head around the cost and standard of living, being far from friends and family, etc.

Any openings for MIM or Incident Management, please let me know...

Best way to store coins? Best wallet to use?

Can Amazon please do a stock split 😭

After teaching 14 years teaching 3rd grade, 2 years teaching 1st grade, and 1 year teaching 2nd grade, I’ll be starting a new venture as a 6th grade Math teaching. I need ideas for decorating my classroom and teaching the curriculum. Help!

My job title says Application Development Senior Analyst (SSE-Developer) but I'm performing Core SYSTEM ANALYST Role.
Is it possible to switch company for 'BUSINESS SYSTEM ANALYST' roles ?

Hi Fishes,

I am looking for the job change in ServiceNow profile and having a experience of 4+ yrs.

Currently I am trying to create network in linked in and naukari but still not getting the response from some companies like JP Morgan or mindtree etc.

Can u help me to understand what is the best way to create a network to some major companies.

I know applying directly to the company site mostly doesn't have any benefit or will take long time to schedule the interview.

I joined EY this week. May i know whether are any good benefits to know during the first few months?

I’m a recruiter who would like to eventually pivot to HR but I don’t have an HR degree. I’m considering pursing a Masters degree however am torn between HR or Org Psych/Org Development. Would love to hear folks’ perspective of either degree!

in bgv of EY how many company experience they verify, all the companies or last two? in year 2018 absconded a company will it create any problem in bgv?

Hey Deloitters, what can you tell me about Andy Main, formerly of Deloitte Digital? He is now Ogilvy’s new worldwide CEO. All we’ve been told is that he’s Scottish but has lived in the US long enough that we will be able to understand him when he talks 🙄

Anyone who joined after March’22 who got the VPB letter?

Anyone here read “Die with Zero”? What are your thoughts on the principles from the book?

I’m a simple guy. I see Mc🐝. I upvote.

Heard that Accenture gave promotions to all in the name of Fastrack promotion tag in Dec 2021.. as the attrition rate is high currently.. is that true...?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Should people be fired for lack of people skills?

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?

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

Anyone in SoCal?

*** 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.

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

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.

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?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

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

Thank you so much.

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?