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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Any book or podcast recos for introverts to work on their leadership?

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Anyone have any thoughts on Primary vs Secondaries PE as a career after coming from Tech M&A? Wondering if Secondaries is a good move?

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Is there any group of people interested in playing poker on weekend. Obviously not with real money XD.

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Hi Fishes

I am looking for people who like to go on trips/trekking. Anyone who is a wanderer like me, can connect. Lets build a community!

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I don’t like any of the Dem candidates, but oddly enough I’d prefer Yang over Warren, Bernie, Kamala, or Biden. Especially considering I think UBI is asinine. Is that weird?

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I have offer from Genpact and Sapient.
Which one to choose?

Also what is the payscale for L1 SA in Sapient?

TIA.

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What makes you really happy?

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Which are the highest paid IFS functions?

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Any thoughts on moving from Chicago to LA? Any advice on going brand side there?

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Hey y’all! What state are you from?

Jude 1:25

… To the only wise God our Saviour, be glory and majesty, dominion and power, both now and ever.

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Hi All - I’m at a firm that has some infrequent in-house training but not enough to help me develop skills to eventually become a trial lawyer. I know cases rarely make it to trial anymore, but I’d like to develop my skills as much as possible to position myself well when they do. Does anyone have any mock trial programs they’ve participated in outside of their firms that they would recommend?

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What happens if you quit your job while in the process of getting a clearance?

LMAO what do Afro Latinos look like? I just asked a creative to include more pictures of Afro-Latinos in our hispanic messaging and she said "I tried to find pictures of videos that looked authentic but they didn't have the right look, it's a very specific look". So no black people in the ad cause this white passing lady needs to gate keep who looks latina enough. The blond, blue eyed women in the photos passed though... UGHH.

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Anyone here from IT Distribution like Ingram Micro SYNNEX Arrow Electronics etc @

What's your total Comp: Salary/Bonus structure look like and area of the business that you work in (Sales Rep, Business Development, Product Management etc)?

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I have been at my company for 3.5 years. One year ago (2.5 years into my employment with them) they re-leveled everyone and I was bumped to an entry level position on the terms that they changed my job title when they re-leveled, so “technically” I am at the early stages of my new title. Even though the job duties did not really change.
I’m not sure the best way to approach this. Has anyone else had a similar experience or know how I should advocate for myself?

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EY India Hi all
Which is better in terms of wlb?
EY India OR EY gds

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I am currently working mostly in Data Analytics, but I want to transition into Data Engineering. I've applied to a couple Data engineer positions but it seems I don't have the qualifications for them. Should I maybe look for Jr. Data Engineer positions to get experience and try to move up from there? If so anybody know of any Jr. Data Engineer positions available?

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When I was younger, I used to be able to speak in public just fine. Now that I am older, I get a sort of paralysis where my face is super hot, I can't remember anything of what I wanted to say and my voice breaks as if I am about to cry. God damn it

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Hi Fish,

My LWD in TCS is on next week. Can anyone please help me what are the formalities I have to do and clearance I have to apply for.
If someone has gone through the process recently, a step by step guide would be really appreciated.

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Additional Posts in Financial Advisors

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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Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

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Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

Is cold calling still a thing?

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

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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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Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

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What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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

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Things to consider before going Indy? Feel like I have enough in my book to go on my own but I'm not sure...

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Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

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How do you get comfortable eating alone at a restaurant?

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Out of curiosity, what are some of your most frugal habits?

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What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

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Has anyone set up a template follow-up email?

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I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

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My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

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What has been the shadiest thing someone has done to you at work?

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I struggle to get out of bed in the AM...always tired whether I get 4 hrs of sleep or 7-8 hrs. I’ve seen miracle morning suggested on here but I saw they have the entrepreneur version. Which version?

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