Any experience with Corient?

Has anyone used some kind of adhd coach or just like a therapist or psychologist that you’ve found useful and could recommend? 🙏

What sales/revenue targets are there for BDM or senior manager in Big 4? Per month/quarter/annum? Please share both given target and achieved also?

On average, how many clients do you work on in a day?

PSA to anyone doing transactional work - learn to make an org chart in Microsoft office using SmartArt. It’s super easy and for some reason Borrowers and Lenders both seem incapable of making them so you’ll look way smarter than you are.

Potentially at an all time low - personally, professionally and emotionally. I have to believe that life’s inflection points happen for a reason. There’s a bigger lesson for me around this corner...

What are you looking forward to during the holidays?

I work at a surety agency and we would like to branch out into P/C commercial lines. Anyone know anything for sale? Or where to look?

Hello, anyone looking for a mid-level AD in NYC?

Hello all, I’m on my F1 visa right now. I have two more chances of getting H1 through lottery. After third,Does PwC supports sending me to my LOS in diff country and file me H1 or L1 visa from there?

What’s the most offensive but rated G insult you’ve given?

Hi Guys,
Hope everyone is well.

I am looking for a part time role for additional income source. I currently work in Category Management team of a Packed Food Company in Mumbai, India.

When I look for the part time roles I only find shady MLM and some delivery jobs. Nothing wrong in delivery jobs, but I am more inclined towards WFH role as me and my wife are pregnant.

Can you guys suggest where can I find reliable part time roles?

Thanks,
Kunal

Doctor just prescribed Wellbutrin to add onto my adderall. Has anyone tried this combo? What effect did adding Wellbutrin have on you?

Whatever you do don’t turn on networking...

Employer is 100% sponsoring MPH and decided to take it to further expand network and it's decent (T20). Wondering if Epidemiology or Healthcare Management would be a better concentration? I'm currently in pharma and the goal is at graduation I'll have a good amount of experience and a little bonus (MPH) to be competitive for experienced hire roles. ZSers, what are your thoughts?

Hello fellow agents! I am new to Fishbowl. I am trying to get this thread thriving just like our housing market.
If there is any questions for me, or if you have a referral (I pay for referrals) I am licensed in Arizona and Washington state!

How does a dividend recapitalization work? Can you do a dividend recapitalization to take out equity and then sell the business after? How would this impact valuation of business down the line?

Does anyone think there is long-term viability in Cryptos?

If pitching one stock was old school cold calling, what’s a new school cold call like?

How do you get comfortable eating alone at a restaurant?

What are your goals for September? Personal or professional.

Anybody deal with large clients? In the tens of millions? How would you handle this?

How many of you hold the paranoid illusion that you're a fraud at what you do and will eventually be exposed for all to see?

Anyone here in Santa Barbara CA?

What time do you get up in the morning?

How do you feel right now 1-10? Why?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

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

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

What do you think of Prudential's VUL policies? Do you think their prices are competitive? What do you think of the investment options inside their VULs?

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.

E&O insurance premiums others are paying? We have $140k AUM and Hartford premium is $5200. High or average? 2 Advisors, basic mutual fund diversified portfolios, no high risk assets in book.

So the fiduciary rule got tossed yesterday

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.