Anyone else notice how clients keep getting younger but their expectations keep skyrocketing? My new 30-something clients want 24/7 responsiveness, detailed quarterly plans, a full tech dashboard, and discounted fees... basically concierge service on a budget. I want to serve them well, but at some point, the economics stop making sense. How do you balance modern client expectations without burning out or slashing profitability?

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Anyone else notice how clients keep getting younger but their expectations keep skyrocketing? My new 30-something clients want 24/7 responsiveness, detailed quarterly plans, a full tech dashboard, and discounted fees... basically concierge service on a budget. I want to serve them well, but at some point, the economics stop making sense. How do you balance modern client expectations without burning out or slashing profitability?

3 reactions

5 months

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a MN Financial Planner 1

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You need to set the guardrails and decide what you want to live with. Any one of those demands is extraordinary, and I personally wouldn't do unless they were friends, family members, or long-term clients. The 24/7 responsiveness is an absolute non-starter for anyone. The discounted fees are preserved only for some friends, family, special financial situations, and people whose assets qualify them for breaks.

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5 months

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a Vice President 1

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You run your practice and you set the parameters. If those clients don’t fall into the parameters you set, and they aren’t worth an exception, then drop them. If they are this needy now with only $50k to invest, imagine how needy they will be once they have a million to invest.

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5 months

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a Senior Application Developer 1

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How much does your service cost them in absolute dollar terms?

5 months

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works at LCRA

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Would I be considered "Okay" if I'd wore this to the office for Halloween today?

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works at L&T Technology Services

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What do I say and resign to get released early? Cant wait for 3 months notice period to get over.

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works at Deloitte

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

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works at Boston Consulting Group

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What’s the weirdest way you’ve injured yourself? I got a finger tangled up in a dog leash and ended up needing surgery 🤷‍♀️

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works at Barclays

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When's the last time you've left the office at a reasonable time -- say by 6 PM ?

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a HR Coordinator

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Hi all!
Would love some insight on how you went from an HR assistant/coordinator to an HR Generalist. I’ve been in the HR world for 8 years, and only in the last 2-3 have I really done real HR work. The first company I was at didn’t have a solid HR team so I don’t really count that. I feel like I’m ready to take on more responsibility and learn more. And of course make more money.

I have looked into getting SHRM certification. But should I go back to school and get my masters in Hr?

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works at Joyalukkas

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Hi everyone I want to switch to IT Department as i am finance graduate has no experience in coding so what would be best to learn so i can work in IT Field

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works at Cognizant

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Hi Citi Sharks,

How many of you have got pop up during netbanking Or mail to switch from citi account to Axis account. How long can we have the citi bank, I have few FD s as well not sure what will happen. Citi Citicorp services india pvt ltd

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an Associate

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If I did good on the first two interviews but just “okay” on the more technical third interview do you think I still got the job?

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an Associate Consultant

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Hi all,

Please help in referring to infosys Chandigarh...
Yoe - 8.4
Domain - Network infra, cloud consultant, Infrastructure project management, project management

Thanks

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attends Lewis & Clark College

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Does anyone have insight on Hogan Lovells energy regulatory practice in Denver?

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attends The City University of New York

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I’m an Accounting Junior. I just completed a big 4 internship and got a full time offer for when I graduate. I have another upcoming internship that I actually want to accept a full time for. I don’t want to be in a position where I decline the current offer and also don’t end up with an offer from my upcoming internship. Any advice?

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Anybody know any good tech companies that are hiring at the moment? Current company I am at is going down the drain fast due to poor leadership and financial decisions. I’m open to options….

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a Senior Product Manager

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What kind of companies open to hire on H4 work authorization? Does it include startups?

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works at XPO Logistics

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I'm glad people can order things online and get them the next day; but it makes my job harder because a lot of the people in my company don't see that we just don't have the infrastructure for that kind of operation, so they need to order it BEFORE they need it the next day

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works at Nagarro

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How much can Lowe's India offer for Senior Software Engineer role:
YOE : 5.7
Tech Stack: Java backend

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a Technical Consultant

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Hey guys i need some suggestions for senior node js developer interview.

Interview for @Globant

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works at Deloitte USI

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Have offer from Tech Mahindra and NTT data For SAP MM profile.

Tech M is paying more by 20%.

I am not able to decide, need more inputs on below factors:-

Work life balance

Work Culture

Growth Opportunities

Company policies(which is more employee friendly)

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a Data Engineer

All 3 interviews are done. What is the selection probability now after completing all round?
How many days do they take to discuss the HR round/release offer letter ?

Eli Lilly and Company

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an Associate

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Last night I slept over my boyfriend’s apt. We are sexually active together but this time he woke up at 4/5am and started fingering me and eating me out. I was somewhat awake but I don’t know how to feel about this. Thoughts?

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an Investment Adviser

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For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

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works at Raymond James

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Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

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a Financial Adviser

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Anyone working at Barclays Wealth Management in the UK?

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works at Robert W. Baird

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

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a Financial Advisor

What are your thoughts on broker bonuses? Recent article says they are ruining lives.
https://www.thegazette.com/subject/news/business/how-brokers-bonuses-can-lead-to-ruin-20190331

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a Vice President

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

4 reactions

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a Financial Services Representative

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I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.

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works at Robert W. Baird

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

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works at Wells Fargo

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

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works at Merrill Lynch

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

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a Wealth Management Advisor

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If you could go back to college what would you major in?

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Anonymous User

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Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

10 reactions

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works at Merrill Lynch

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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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a Financial Advisor

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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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works at Prudential Financial

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

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works at Waddell & Reed

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I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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works at Janney Montgomery Scott

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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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a Financial Representative

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What are some good networking clubs, organizations, or groups to get involved in?

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a Premier Banker

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Anyone knows about the base for chase PCA?

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works at Voya Financial Advisors