AND SO IT BEGINS- UBS EXITS BROKER PROTOCOL

I am finishing up a project and I’m trying to document what I’ve done for my resume. What are some good metrics for someone who mainly created user stories, created dashboards, interacted with the client and developed statistical models? One of my dashboards got deployed to production but it’s to early to see the impact. My other dashboards are almost done but I’m moving on to something else.

Friends in welcome kit what all items we will get?
I joined in July beginning, still not received. When can I expect it?

Hi all,

How many days will it take to allocate Bosch laptop for new lateral joinees?

I just got an offer at McKinsey and I was wondering if the base pay is the same across all first year BAs or if there is typically room for negotiation this early in the career. What other questions do I need to be asking?

Be honest. Why do you keep coming back to this app?

I am beyond stuck in my first 1.5 years of my career.

I was over promised opportunities at my first gig and then Covid hit. Leading me to have no portfolio worthy pieces from this 💩 agency with nothing great in sight. (place hasn’t won a pitch in my entire time here + lost clients)

I’m juggling re-vamping my site and a side project to hopefully make my book more robust.

With no kind of leadership or mentor, I’m just figuring out how to dig myself out of this hole. Any advice for this chump?

Hi all. Got an offer from Alvarez Marsal PEPI (Senior Associate) and Associate 2 at Kearney. Base is identical, A&M has this unbelievable bonus % so TC is probably higher at A&M. But I'm looking WLB, longer term opportunities, exit opps. What are your thoughts ?

Explain to me like I’m 5. Why does the monthly billable hours goal on things like Intellistat change month to month. I’m not hitting hours this year. Last month goal was 158. This months goal is 180.

How do you get out of the burnout cycle? I’ve felt overwhelmed for a while and now I’m in the “can’t function at all” stage. It’s so hard explaining this to my manager because I already have a workload that’s lighter than others (not because of performance or my request). Any tips on how to get re-engaged, since the overwhelming feeling will come back?

4th year lateral market —
Anyone get asked to complete conflicts prior to a formal offer being extended? Not sure I want to disclose clients before accepting said offer.

Hello Slalom Canada folks,

Anyone willing to chat about Slalom's company culture and its niche/specialty here in Canada?

Is it normal for a company’s marketing department to attribute the entire sales pipeline to marketing?

How many hours a day (on average) do you have to work in order to bill 7 hours per day?

Science & Democracy... Thoughts?

How are appraisals at Wissen Technology ? Wissen Technology Wissen InfoBeans

Whats the most reliable among german cars? I am worried about paying a lot for maintenance and repairs but also dont want a japanese tin can

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Have a buddy from college who has a firm in Europe. He wants to expand is looking for someone to run it together. Wife is begging for me to do, but I'd feel pretty uneasy up.

I am a veteran advisor with 50mm under management. I am looking at two options.
Either take over an existing office at Edward Jones with 35mm or go independent with Raymond James. What would you do ?

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

Thank you so much.

Anyone in the Houston area?

What time do you get up in the morning?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Anyone use Hubly and know what it costs?

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

When you got so excited for an interview that you show one day earlier.

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

We get paid to be right all the time, to have the answers when other don't. I love being right. It drives me. But it's driving my relationships into the ground. Anyone have any good advice?

For those of you who position yourself as retirement income specialists: How do you do so?

Anyone here in Santa Barbara CA?

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

Anyone discussing protective put options strategies with retail clients?

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

So the fiduciary rule got tossed yesterday

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

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.