Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!

Greetings Everyone 🤗.
Firstly, I’m so happy to be connecting with all of you!
I’m a Digital Marketing Manager in the FinTech space in South Africa 🇿🇦 with 7 years experience as a strategist in various industries. I’m looking to transition into a Data Analyst or Data Product Marketing Manager but not sure which route is best to take based on my experience and which will be the most seamless. I’m a problem solver and I love stakeholder interactions & I’m quite analytical. Seeking guidance, please!

Is RPA a bubble and will soon fade away? How much valuable is it as a skill set?

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!!

Mid-level associate at a mid-size regional insurance defense firm practicing coverage litigation. Salary is capped b/c my firm only does I.D./coverage and has no direct-hire comm clients. Second round of interviews with a comm lit boutique where I would be the only associate with 5 partners. Other than partner track, salary/benefits, and switching from coverage to general comm lit, what qualities of the move should I be thinking about as I weigh my options? I've never worked at another firm.

I have worked my way up in Insurance for 4 years but the 1st year being an intern/front desk/admin and was promoted twice and now an account associate helping my AMs/AEs manage our Producers' books of business. I was recently approached by a big brokerage for a Client Manager position. I have imposter syndrome and don't think I am qualified because I dont know insurance coverages/mastered what a business would need for a particular industry (continued in comments..)

Best YouTube channel to learn Salesforce?

First year (ug level hire) and got email from apple recruiter. Would love to exit to FAANG but not sure I'm ready to leave BCG in my first year but maybe after 2-4. What is best practice?

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

Sup all, I'm a director in pharma marketing and want to eventually get to a senior leadership position. I have an MD and currently applying for an executive MBA program. In the meantime, I'm looking for board member positions. I'm open to most industries but particularly enjoy med, pharma, and tech. But, I'm having a lot of trouble finding something. Any advice?

Need some advice: I currently do corp dev and FP&A for a smaller company and just got an offer for about double my salary at a F200 company. The catch is I would no longer be doing corp dev, just FP&A. My goal is eventually to crack into ib, do you think I should take the job and the pay bump or stay at my current role and try to lateral in to ib.

Corporate ➡️ tech transactions/commercial. Anyone done the transition? Any advice for how to best position yourself to make the jump, either by laterling to a new firm or jumping practice groups within the same firm?

Top 10 books to read about consulting life ?

Is job hopping considered a horrible thing for your career? I was at my first job for 2 years and been at my current one for 9 months and I’m looking for a change since it’s not a good fit.

Hi.. I'm currently working as Data Analyst in TVS. Most of my work in Advanced Excel only. How can I move forward myself into Data Science by learning new technologies or any courses? Please guide me

You plan on staying in buying/planning or pivoting out? If you pivot, where do you want to go?

I am CA FINAL student, i have done most of my internship into audit but post qualification i want to start my career into taxation( direct & international). Any suggestions or recommendation on whether any big 4 will take a fresher.

I am working hard on my theoretical knowledge before interview.

Also preparing for Enrolled Agent USA, IRS

I received my PR and want to start looking for jobs in Canada. Don’t want to transition to current company’s Canadian office as I have burnt bridges here. US Mid tier MBA + 2 years in Consulting contd

Any advice on transitioning from medical sales to tech sales. I’ve been a top performing rep (ranked first and second) two out of the last three years at my current company and was top 5% at my previous company. I had my resume optimized and am getting rejected left and right even by healthcare tech and I’m not sure why. Any info or leads would be greatly appreciated!

NYC: my wife has about 16 years of professional graphic design experience in the garment industry. She wants out. She’s thinking about branding, UX, or digital design. Continued....

Hey all, I left four shirts in the wardrobe of my room in a Sheraton. They’re saying they are not in lost and found but I am 100% sure they were in the room. One of the shirts has sentimental value...

Is there a thread of company discount codes? ISO Hilton code (do not judge me my BIL is getting married at a Hilton and his fiancé is going to go postal if we don’t reserve a room now)

Ex-New Yorkers who are now living in ATX—how was the transition? Anything you had a harder time with than you thought? Already missing all my favorite restaurants, being able to walk basically anywhere, and as shitty as it could be, public transportation.

Is it possible to negotiate with SAP?
Is there anyone who did it recently?

Look for ACN referrals. I am in Italy

Coworker got fired because they stole my clients! We have a policy stating that the realtor who initiated the contact should be the one closing the deal to give them a fair chance. I feel bad but they should have read the policy...

So, how was your Monday?

My MOH is probably not going to be able to attend my wedding bc of covid restrictions. Freaking out slightly because I don't have someone close enough to replace her / I don't know how viable her zooming in would be? Any advice / tips?

Is it normal to pay for monthly OB visits while pregnant? I have BCBS and thought they would be covered 100%?

Currently am working in one of the mnc and for morgan stanley account i am a part of technology and operational risk division. Since my client is morgan stanley good i be able to join morgan stanley? Or there will be any cool off period?

Can someone refer me to MS?
Thanks in advance🤗

Currently working as a QC reviewer, and had lab analyst experience in Vaccine Science and Immunochemistry. Anybody have any experience, transitioning from a CRO to a Fed level science/ auditing related job?

I’m looking to transition from an academic medical center to pharma or a biotech. I have about 8 years of clinical research experience overall — 7 years combined as a CRC (CRC I, CRC II, and senior CRC) and 1 year as a PM. I’m also recently ACRP-CP certified.

I’ve worked with many different industry-sponsors and CROs throughout the years, but many jobs I am applying to require experience at a biotech/CRO/pharma company. Would really appreciate any advice or referrals. Thanks in advance!

Is genetic testing for diseases covered by most health insurance? Has anyone ever done this, do you recommend it.

Wealth of experience working in the Bay Area with pre ipo clients going through funding/ working on pitch books etc.

My hometown has a growing tech scene but little funding. Was thinking of parlaying these experiences and starting a bit of a consulting operations to connect the two

Anyone with insight on how I might go about doing this? Would love to chat!

Advice please! I fell into my role (3 yrs) after 20 years in high commission sales. I went from managing a customer service team to overseeing the entire company in 18 months. It's a small tech startup that has done really well. Most of my job is project management and operations. We have 6 clients with 8 brands and usually have at least 1-3 marketing projects going on for each brand at any given time. I only have an associates degree....

Anyone participate in the 4A's Institute? Philly presentations are coming up this week! Any recommendations?

Buntin Group in Nashville - is this a reputable agency? What’s the good/bad/ugly on this place?

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

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

Thank you so much.

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Should people be fired for lack of people skills?

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.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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

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

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

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

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?

Anyone knows about the base for chase PCA?

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?

Feels great when you transition with people from clients to good friends 🙂

Characteristics/actions of the worst manager you've worked with?