Anybody have experience as an AWA at Corient, Mariner or Focus Partners Wealth?

What skills do you need to highlight for an associate brand manager? No MBA

Any campus recruiters here. Please DM me

Hi,
I am about to join bain, i have few doubts can any of the current employees in bain help?

Dallas folk. I am replanting myself to your city and I am now starting to look into places to live at. Any suggestions on locations? Any recommendations on a good orthodontist? Anything else I should know about your city?

I'm updating my resume for the first time in 3 years and I'm struggling with how long it should be. I can get everything on to one page, but if I want to elaborate about my experience, it's going to be 1.5-2 pages.

I have moved all my traditional ira to current company’s 401k plan recently. Can I now do backdoor ira now without worrying about prorata rule? Wondering if I can start backdoor ira conversions immediately or if I need to wait for next tax year.

Curious to hear how others create a SOW for a video where the concept isn’t created yet. e.g. a startup asks for a proposal/estimate for a 60-second brand video with little input and a vague budget range. We’ll create the concept and produce it. My Co. seems to have challenges with getting the SOW right: either goes very basic or doesn’t scope enough because creative development is baked in but eats up time. How do you do it?

Anyone working in Pune?@Stefanini

What’s the difference between Advisory and Consulting?

My HR rep told me that to apply for your CPA license in MA you only need 1 year of work experience, not 2009 billable hours. Didn't sound right- can anyone confirm/deny?

Been reading a lot about how fbook manipulates timelines. Started an experiment where I'm liking post I wouldn't normally like. Kinda excited to see how it turns out 🤓. Has anyone done this before?

Anyone have any suggestions on how to discuss not spending my own money on office expenses? We don't have corporate cards, yet I'm expected to purchase snacks on a constant basis for meetings.

Renting out a covered parking spot in Southie, W Broadway, close to Lincoln. DM if interested

How do you recommend finding recruiters who specialize in a particular geographic area? (Tampa Bay specifically)

Starting to feel I don’t like litigation. Third year. I’m not excited about winning an argument or destroying the other party’s arguments. But the current market doesn’t seem to favor a transition.

I want to get into 1040s..currently at pwc and tried to get into PFS but HR basically discouraged me and said it was a decentralized group. What big 4 would be best to go to ?

Any book recommendations for someone looking to get into a Product Owner / Manager role?

So surprised how many people in my group are hardcore EDM fans. Whose your fave??

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Has anyone heard of, or tried using, the Paladin Registry?

What's a good way for clients to bring referrals to events and seminars?

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

*** 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.

And another one bites the dust

Should people be fired for lack of people skills?

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

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

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

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

When you're on FB in the bathroom for too long and the automatic lights turn off...

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 ?

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

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