Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

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Productivity hack - get an assistant and learn to delegate. Best thing I ever did. It increased my time with prospects and clients, overall client satisfaction and my work/life balance.

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Number one complaint I receive from clients is, no contact. Keep in touch, take clients out to lunch 2x a year, the big ones. Send out birthday cards, Thanksgiving, Christmas, etc

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A good CRM is indispensable. I love Wealthbox. It's intuitive so no time wasted figuring it out.

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Hi All, My LWD is April 22, 2022
Please help me to get a referral in any organization supporting Permanent WFH/WFA

Skills: MS Sql Server, T-SQL, SSIS, Datwarehousing, GIT, MS Excel Macros, Basics of Python and PowerBI Exp: 1.6 years
Meesho Nagarro Coinbase Dropbox Facebook (Meta) Hotstar LogMeIn Lyft Okta Quora

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Any Deloitte fish know what the Director level role is like? We don’t have that in the US firm. Is it effectively a SM?

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If I wanna leave the firm in December.. when do I have to tell to my audit teams? I have to be utilized well enough to get my 30 month experience till december.

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Any Newcastle fish know the (rough) current L9 salary for EPS resources?

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Hi all,
There are 3 roles in google where my minimum qualification is matching along with preferred qualifications.

Kindly provide a referral to apply for the same.
Thank you

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Sharks and other fishes,
I need some career advice,
In my current company I think the development portion I've been given is kinda simple, I've asked my manager and seniors to level up my work and stuff, *which they did* but I kinda caught up.. now what should I do, should I ask them to level up again or look for better opportunities
Also, I had some Interest in CyberSecurity and I grinded it on my pre-final semester at Uni, should I try on that path as well or should I stick to development?

Does Zoom have an employee referral program? If yes, can someone refer me to an open position? Please reach out if so. Zoom

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Any gays Wana come to nyc for 1-3 weeks in January ? Looking to rent my place in chelsea while I’m away

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What were SCs doing yesterday afternoon?

What are the things you like about Accenture?

P.S. I am excited to Join Accenture in 2 weeks. My first switch. ❤️

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I've cleared the technical and managerial round in Citiustech. I will have my HR discussion tmrw. My current CTC is 12.75 LPA. I've asked for 17 LPA fixed during the initial stage of interview schedule. Will they offer as my expectation ?

YOE -4+
Stack - ETL developer

@CitiusTech

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Hi
What opportunities are available for someone with a background in sustainability (Masters degree) and around 1 and 1/2 YOE

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Does anyone have the CFF (Certified in Financial Forensics) credential? Has it opened any doors?

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Comment DM below if you are willing to give a referral to your company. Just thought this would make a more centralized thread. P.S I am willing to give referrals as well.

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Why does Newark close tsa pre lanes? Terrible

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Will SPG Green Choice award of 500 points also triple to 1,500/night under the consolidated reward system? Couldn’t find anything in the Marriott marketing materials

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Hi,
Anyone here working with
Jio IOT ?? How is the team culture,WLB and growth prospects?Jio

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How is bahrain for working as Dotnetfullstack developer?

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Is there anything that we can do at the individual level to help improve the public perception of our profession?

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Additional Posts in Financial Advisors

How do you set boundaries at work?

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CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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I need some good career-development or finance-related books, anyone got any recs?

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best resources for brushing up on excel?

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Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

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Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

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Anyone who said no to a prospect because of personal reasons? Going through a rough patch and would really appreciate some advise on how to do it without burning (that many) bridges.

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does any one have tips and tricks on how to be a good interviewer? I'm finding it difficult to gauge someone just asking...tell me a little about yourself...

What is one thing you wish your friends and family understood about your job?

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

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How many hours in one day puts you over the edge of not being able to be productive anymore?

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Anyone in the Houston area?

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Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

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Really curious, what percentage of your clientele is friends/family?

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

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How has working in this industry influenced your politics, if at all?

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International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

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For all those that have taken on a trainee to team up: what do you think is a fair split?

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