Anybody use Live Meeting, Webex, Gotomeeting? I know some FAs at RJ use webex, so is there a reason? Is it better?

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Will do. If clients need to install software, i want no part of it. Unless its just a simple one click download that takes 30 seconds or less.

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You looking for face-to-face, or screen sharing?I've used to join.me for the latter and it's pretty good. You give them a web link and dial-in number. Or I guess you can just call them too. Basic account is free.

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Let me know if you get something up and running. I looked into it, and as soon as I found the client had to install software on their end, I said "fuck it." I may have given up too quick, though, as I can tend to do that on tech changes.

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Looking for screen sharing, which i can combine with a phone call. I will take a look at Joinme. Is it very secure?

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WebEx does not require a download, per se. Once you click join it will automatically download and invite them in to the room. No files get stored on their computer and it’s simple to use. I use it all the time

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Thanks for the rec FP1, will def check WebEx out!

WebEx has seamless. They can use it on their iPad too

I bought Adobe Connect, but it seems overly complicated. I'm going to have the company train me next week and maybe it will be good. The demo seemed great!

Check out Zoom

Go to meeting is easy. Client clicks on a link, 30 second download and your up and running. I use it all the time. Better than driving an hour!!

Join.me

Webex mostly easy to use occasional issues depending on clients browser setting (Chrome, Firefox etc)

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IBM started to drop the mail for join Slack etc. and the mail for laptop request for new hire .

What if I don't join on the last day or deny to join on last day ? Because still need to decide between two offers .

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What’s the dress code for zoom interviews? So far, I’ve definitely been dressed more formally than my interviewers but could be because they were tech companies

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Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

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Within Salesforce, @Quip, Slack, Tableau Software how often are there leadership changes at the VP or above level? Is this an annual thing? X years after acquisition?

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Anyone figured out a good way to keep hearings public? I'm trying to figure out if I can get the courts to post zoom links for hearings somewhere.

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About to interview for Tech Architect role in Slack Any pointers on what I should expect in the first round?

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Anyone with experience at Slack have opinions to share? Currently very interested in a specific role there, and would like to know more about what it's like to work there.

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I tutor ESL after school and recently switched over to Zoom. Students are stating that they are unable to annotate. I’ve read that this is common for Chromebook users. Does anyone know of a way to bypass this and/or any video/picture tutorials? Otherwise, it looks like we’ll just have to add an additional open tab with a google share doc. Many thanks in advance for any guidance you can provide.

Hey everyone! Looking for a job referral for Slack Can anyone help me out with this? Also would love some likes so I can DM too please. Thanks in advance.

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Has anyone gone through the Breeze Airways panel to interview? Can you give me some insight? Is it a panel of several interviewers asking me questions OR several candidates being interviewed at the same time? It's being held on Microsoft teams but they have been very vague about the specifics. @breeze airways

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Generally curious how many companies offer phone reimbursement? My last gig did not but the current one does. Legally it seems, all employers are required to do so if we use our phone in literally any capacity (video call, slack, teams, emails etc). How prevalent is the issue of not reimbursing phone dues?

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I need advice about Zoom. Is it easier to have a zoom link with your personal Id or a simple generated one? I want to connect my Zoom link in my clever portal, but for some reason the generated one doesn’t work, but I’m afraid if I switch anything it will mess up the flow. Any experts do we have advice?

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Hey! Are there any art directors willing to chat over zoom? I’m a recent grad and I need some advice about jump starting !

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Currently looking for an outside sales position in Massachusetts.

I have 7 years experience in sales. But I am relocating from North Carolina to Massachusetts.

Would anyone happen to know any great companies hiring?

A majority of my experience is in the logistics and logistics technology side of sales. I’ve been working remotely doing over the phone/ zoom demo sales. But I would love the opportunity to service my clients in person!

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Has anyone seen any unique places to find UX portfolios or post jobs other than the usual suspects?
Some UX Slack channels were doing well for a while but I definitely don’t see as much traction there. Meetups obviously came and went. Even the portfolio sites like Dribbble and Behance don’t seem that same.

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

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Hi Fishes, I have joined Zoom as a Software Engineer for India team.

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🎃 What remote teambuilding/social committee events has your office done since COVID?

Looking for ideas to replace the drinks or office goodies we normally give out (Halloween, Christmas, July 4, Valentines etc., plus random “fun stuff”) – we’ve done a few virtual happy hours but obviously everyone has had more than enough of Zoom at this stage! We’re all sticking within our immediate teams for informal catch ups - any ideas that involve the whole agency?

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People talk about doing industry research as part of free Friday afternoons or other downtime, but I'm not sure where to even start. I'm a Project Manager.

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What gift did you get your spouse on your wedding day?

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Would you take a freelance gig that would be a promotion (with potential to join full time) with a smaller company whose values you really agree with, OR a full-time offer for a lateral move with a larger company with teammates you know and trust? Of course factoring in all the nuances of covid. TIA!

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A good friend of mine graduated from Parsons this past summer, has degrees in Journalism and French, is a talented photographer and designer (which I feel I have a pretty decent eye for after working at a design-driven branding agency for half a decade). And I’m certain she’d make a fabulous junior AD or content strategist. Unfortunately she, like many in this pandemic, is still without a job. Any advice for her and/or shops/hiring managers/non-traditional job hunt tips to steer her towards?

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FTI Consulting can I get a referral pls? Ty

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What the likely impact of MIFID2 on Equity Research?

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I got to know that PwC is hiring very aggressively for cloud roles.
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Do you charge your clients for time spent on email communication?

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Planning a trip to Tulum, Mexico for about 12-15 people. I am wanting to get a house near the beach with a c or can come every day. Any suggestions on where to start? Would we also need to rent cars?

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Hello London folk. There’s a lot of great chat about diversity in adland on fishbowl, but it’s all very US based. So I’ve just started a bowl on diversity in London specifically - 9qo8f

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I work in sf and Nyc and have now saved enough where I’m wondering if it makes sense to buy rather than rent an apartment as an investment. Tricky part is I’m still quite young and this wouldn’t be my lifelong/family home. Have also considered buying in less metropolitan areas and renting them out for passive income. Curious if anyone’s gone through this process before and have thoughts ?

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Taking 8 days off in DC/Jan (over New Years). I want to do some hiking, but not sure where I want to go. Based out of DC. Any recs?

Never thought that there would be so many haters in the workplace - what happened to being happy with your own success AND the success of others on your team.

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What's the salary range for AVP IN CITI with 12 YOE?

I’m pretty passive when I’m disrespected by creative but I think it sets a bad example for my team. If any of my reports were spoken to the way I was I’d raise hell...how set example?

Through a lot of comp discussions I heard a lot of talk of “making you whole” when things get better. Am I drinking the kool-aid by believing this? Is this just meant to prevent further questions that the firm does not know the answer to?

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LA vs Boston. Which city pays higher? Big4 tax

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what was the most impressive question a candidate has asked during an interview?

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I am interested in hearing from current and FORMER employees either positive or negative feedback relating to the Disability Leave Services Team. Do you feel your rights were violated in anyway? Were you treated with respect? Were you forced into a leave you did not apply for?

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Friday Wordle 314 2/6

🟨🟨🟩🟨⬛
🟩🟩🟩🟩🟩

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Additional Posts in Financial Advisors

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

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I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

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How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

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Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

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Best coaching company to help focus on client service model and bringing in new assets?

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

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And another one bites the dust

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Has anyone used Smart Asset for lead generation?

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Anyone ever feel like having a career in consulting is effectively sacrificing the best parts of your life, or what could be the best parts of your life?

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

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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

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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?

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Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

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Best technology to use that LPL has?

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Anyone working at Barclays Wealth Management in the UK?

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We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

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