Adding new advisor. What exam prep do you recommend for series 65? She is new to industry. I plan to give her plenty of time to study. Thanks

Can I hear from other big law associates working generally normal hours (45-50 hours a week). I feel guilty, so many people in this bowl seem to be working just insane hours that I’ve never met. I like my practice just fine because the work is reasonable. I’m a litigator in a niche group for context. Who else is lucky? Lol

Hi Fishes,

I am working as an oracle technical consultant and looking for job change. Naukri is not generating job leads as expected, I want to know which other platform would generate more job leads.

YOE: 3 years.

Thanks in advance.

Is it normal to go through moves so stressful with you SO that it’s tearing your relationship apart? Everything was pretty good before moving.

Creatively stuck. In need of some of your favorite videos/spots that are fun and non-linear.
kthxbye

Hi Fishes,

Has anyone given interview in BCG gamma for data scientist role? If yes what were the rounds and questions that were asked in interview

How is BDO Tax in Chicago? Anyone there from big4 and care to comment on their experience?

I recently got hired as a new grad in Toronto. I was actually hired to backfill a role that was previously an Employee Experience Specialist, but have a different title because I'm handling employee experience AND some admin duties. The person in my role previously was being paid 70k. I got hired at 60k, which I asked for, but now I know how much they made, I feel like I should've asked for more bc I have more responsibilities. I just got hired, and I'm a new grad, so maybe it's fair? Thoughts?

Advice for apartment hunting in Manhattan please! :)

Is there any chance that i can get a role of team lead in content moderation domain, as I have a PGDM, green belt and 4.8YOE in content moderation?

Hi fish! Anyone from Slalom willing to chat?

Hi Fishes, I will be joining Capgemini, Gurgaon this October. I reside in East delhi. I have a couple of questions regarding the Cabs they provide.

1. How much time/ days does the transport team usually take to align cab for new resource?

2. My HR gave me a vague idea that it might take 2-3 days for the same. So, can I ask her or if you guys have any ideas, if I am eligible to get reimbursements for travelling on my own or booking an uber?

Please tell. Thanks!

Besides the two agencies in OC (innocean & gtm) any suggestions on where to look for broadcast producer type opportunities in the area? I love what I do but I don’t want to move to LA...yet

Anyone have experience with massively scaled sql databases like cockroachdb? Are they a nosql killer?

How do I get the previous resident of my apartment to stop sending packages here? They sent multiple things here over the last year. At first I was nice and found her on social media and contacted her. Now apparently she sent a package here and she’s threatening to sue me bc she thinks i stole it.

Anyone have embryo genetic results where everything was normal but the gender portion?

Does anyone have an Employee Separation Files Management process or policy they can share. It might include collecting files from hiring managers.

Hás anybody here ever utilized ZoeFin to get leads? Thanks

Dollar cost average or invest all right away?

Best thing you've learned as a Financial Advisor.

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

What are the advantages of the multiple financial advisor model compared to the single advisor office typical of firms like Edward Jones?

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Leaving the firm soon. Thoughts on writing thank you cards for team and mentors? Is that tacky?

Has anyone here offered up a comprehensive financial planning session as a silent auction item? Today I was asked by a university alum if I'd be able to offer something up for a silent auction

Does anyone use Voya Select Advantage Mutual Fund Ira platform?

Are there any good current rate fixed annuities with non - rolling surrender charges? I remember Mass Mutual had their Odyssey product a number of years back, but I doubt that is still available.

My manager every Monday: how was your weekend? *in my head: I got way too drunk, facetimed my ex, and ate Taco Bell at 3 am* Me: It was relaxing, thanks for asking

Has anyone figured out how to circumnavigate Schwabs NTF's funds? We are looking to go full RIA soon and have a problem with the transaction fee vs their no transaction fee funds.

Merrill Advisors - I have a client with an account at Merrill and am told that they have a money fund available which insures up to an aggregate of $5,000,000 in FDIC coverage. Is this a CDARs program and they are misinformed or does such a program exist and what is it called? I was told $5mm in coverage with daily liquidity which obviously wouldn’t apply to CDARs. Many thanks!

What extracurricular activities are you all doing outside of work? Figuring out what to do to boost up a potential grad school resume

Best treat on your desk for clients? I’ve used peppermint patties, Hershey nuggets.

Anything else you like having out?

How should a new young advisor prospect if they don’t have a network.

Raising a newborn is the hardest job I’ve ever had. I commend all those who have done it before me and have survived in this crazy industry. You are the true heroes.

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?