Anybody here have the IRS Enrolled agent license? Was thinking of doing tax prep in the future as a value add for clients and a new channel for prospects.

We're discussing the company holiday plan and it looks like my manager is going to pressure me to work on Thanksgiving this year. Late-stage capitalist america, now without holidays!

Thoughts on Wpromote?

All these announcers do is talk about how Aaron Rodgers is God… it’s worse than Brady.

I am starting a 4-months internship at a company B in January. However, I just heard from a company T that they will interview me for their full time position.

Company T is paying me way more (twice) than Company B. And I like company T more. However, they want me to start working in February if I get this position. If I end up getting the offer, I will have to quit my internship at Company B, almost immediately after I begin the internship.

Is this okay?

why cts blacklist any company any idea?

For those of you required to be in office- do people use the phone and email to contact you or do they still come by in person? People in my office seem not to understand how the phone works...

Hi - any good books recommendations for getting started on real estate investing?

Can anyone please provide info regarding which healthcare(a pharmaceutical company) infra project is there in gg v cyber city location?

planning to sell my 2 BHK flat in Rahatani , near kokane chowk..if anyone interested ping me so can share the details. Thanks!

I have an offer for $130k for a senior attorney position in a boutique L&E firm. Also have a recruiter who thinks she can get me into another for $150-170k. Both are more than I’ve ever made (Denver, 17 yrs of experience but completely different practice areas). Any tips for countering the $130k offer for more using the other potential offer while not risking a complete withdrawal of the current offer? I’ve never been in a position to bargain my starting salary so this is all very new to me.

Hi guys, I am a UI developer with 4.8 YOE and my cctc is 15.57 lpa where 12.87 is fixed. What would be your suggestions while looking for a job change and how much salary should I aim for? My entire experience has been in ReactJs and Angular and I am looking for a role in ReactJS.

Hi all, can someone please refer me for GCP Data engineer please.

Thanks

Thoughts on SoFi bank?

Hi fishes,
I need guidance for EY GDS SaT_Strategy Hub_Senior Analyst. I have 1.5 Yoe but the role mentioned 3-6 yoe.
Is it still worth applying or is there any analyst role for this?
PS: experience post Tier 2 MBA

Hi fishes ,

Off topic post .

I am in need of a ergonomic chair as my neck and back is paining a lot , currently I use plastic chair 😅😅.

Can anyone recommend best ergonomic chair which you are using under 20k with good neck and back support ?

And another one bites the dust

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Anybody familiar with the Fisher Investments sales role? They give you a salary first 2 years plus commission, but the only thing that I don’t like is they no longer pay the trail on any account you open after 3 years. Just wanted to know if anyone knows anything about their program and if the FA’s are really getting THAT many leads to justify that comp plan.

Best technology to use that LPL has?

What time do you arrive at your office on Monday morning?

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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.

Hey fish: what are some of your favorite business/self-help books?

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?

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?

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?

Firing a client-best strategy? Does anyone have a template letter for diplomatically firing an unwanted client?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

Did you join your firm as an experienced hire or right out of college?

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

Anyone familiar with the payout structure at PNC Financial?