Anyone ever use AdvisorStream? Curious your thoughts on the service...

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

How strict is Google about returning into the office? New York based

Have about 5k to invest - should I do FXAIX or FSKAX?

I can’t keep up with the pace of consulting. Is there something wrong with me? Is there room in this world for someone who just wants to slow down?

Anyone here work at Endpoint Clinical? Got an offer but I haven’t heard great things

Did you start a brand (see: side hustle) so you could make without having to bend to a client’s opinion? I want to make something simple/sustainable (something I’ll stick with). What should I make?

Just found out I’m getting laid off in two weeks. How do I stay motivated to do work until then?

Hi Fishes,

I have offer from
Barclays
Vanderlande
Happiest Mind

Which would be better

Same package for all organization

Hey y'all. What would be a good salary for a senior consultant at Protiviti in the Midwest mcol? I tried checking Glassdoor and Indeed but they just give national averages.

Any insights on Cloud consultant role in GCP PSO in terms of project pipeline, growth opps , wlb , etc.

I am completing Noogler period this month.
I joined in January with 3-4 years of experience and Google offered me L3 Level and despite having other offers in hand, Google didn’t negotiate. And since Google was my dream company, I joined Google thinking I’ll ask for promotion in one year and do the hardwork.
Till now I wasn’t having any problem. But now it starts mentally for me. So, I referred one of my friend from my same batch of college and previous organisation. contd. in comments!

Should all the on-site interviews have a feedback of "hire/ strong hire" in order to proceed to HC?
What if one of rounds was not up to the mark?

Generally how long are on sites? Are they all on one day’s block? The entire 4 hours?

Any tips for what Google looks for in customer success manager roles? There's tons of info on S&O and PgM and Product Manager roles, but not CSM. I have an interview lined up but don't want to blow it by talking too much about management, product, or analytics stuff.

Hi All,

I would like to know the process of PF withdrawal in CTS, please help.

We’re expanding to USA soon - anyone with experience in order management looking for an opportunity? Part-remote work available and I don’t require a yes-man or overtime 🥳

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

Are any RIAs charging for maddening 529 plans? If so, how?

Anyone use SmartAsset for leads? Any success?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Just made the move from a wirehouse to join an RIA! So excited!

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Anyone familiar with or us Snappy Kracken?

How do you advertise?

Average salary for a Senior Associate who’s in the process of getting their CFP?

What is your experience with The Bill Good Marketing system?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

Anybody have series 24 study materials that they don’t need anymore????