Anyone here a Financial Coach or venturing to be one? Any advice on starting?

like
Posting as :
works at
You are currently posting as works at

Get your FINRA licenses.

like

Related Posts

Advice when looking for Tech Consulting internships in Chicago or DC Metro? My GPA (3.04) has disqualified me from most major companies. I've opted to focus my efforts into my student organizations and helping others reach their goals, in doing this I compromised for a B average. Are there any firms that will accept recommendation letters with the application? The networking route is also something I am exploring, but haven't had much success thus far. Any help is welcome! Have a great day!

like

I pivoted into tech two years ago. I'm making good but not great money.

Anyone else in that same situation constantly consider going into the reserve or national guard?

It's like a weekly thing in my head.

On the one hand: more money and better medical, small pension @ 60, TA, etc.

On the other hand: it's the reserve.

Decisions, decisions.

like

Partners with kids and a working spouse, how do you manage? Is it realistic for both people in the relationship to work full time long term? How do you keep marriage going and career progressing?

likesmart

Anybody who recently upskilled from non coding background to a MEAN or MERN stack ? Need guidance

like

Is anyone a member of the Product Marketing Alliance? I want to join in hopes of being able to make a transition into the career.

like

Which is more useful in a HRBP role…data analytics or project management?

like

Anyone ever transitioned from account to integrated production? Any tips or suggestions?

like

Hi NatWest folks,

I got offer from NatWest Chennai location . My skills set is project management 13 years experience. They have mentioned in my offer letter B7 corporate title is associate. When I ask to hr guy he said it is equal to Manager level. But title will change department department. Is it true? B7 is manager role ? What is CDIO department in Natwest. Please clear my doubts

likefunny

Hey , I need some help ,I am a backend Java dev with 7+yrs of experience, however I am looking for a switch and I do have an interview scheduled with a startup looking for NodeJs+ReactJs , I desperately need to convert this ,what can I do ? Any tips ?

like

What’s the best way to break into life sciences VC/PE from a LS consulting background?

like

What are the Top MBAs outside of M7 to land an MBB role?

like

Foreign LLM student here. I plan to take the NY bar exam in February. I’m thinking of taking a bar prep course (most likely Barbri). They offer two options: the “traditional” course (which lasts around 2.5 months) and an extended 6-month course. The difference in price is substantial – 2.5k for the traditional course vs 6k for the extended one. Any thoughts/recommendations on which one I should take? In case it is helpful, I come from a civil law country. Thanks!

like

Hello people of San Diego! Would love to hear how y’all are affording to live here comfortably. Please state your company, position, TC, YOE, and do you have a side hustle? I’ll start - I’m an advisor in Wealth Management with TC of $70k, 3 YOE and no side hustle. Among other things, rent just jumped from $2500 to $3700 for 2 bedroom and areas were looking at. I’d like to “make it” here but if it means switching career to make money I’d like to get an idea to make the right job change.

like

Do you think consulting is not the right path for core technical people ?

like

Which is easier to learn Piano or Guitar?

like

Are there any roles for non technical people at companies like Mastercard and Visa?

Currently I am working at a Fintech product company.
MBA with current package of 11.5 lpa
And my skill sets include SQL, ms office, data analysis, data mining, SAS, Hive, Power BI
Mastercard

Are there any Business Analyst jobs in Kyndryl pertaining to SDLC, Agile-Scrum? If yes, how to search for such jobs? As jobs listed on career portal or even PROM doesn't provide accurate detail or the job title is not in line with the description. And at what band are such jobs?

Looking for an actual Business Analyst job so as to have work exp. and eligibility criteria for certifications like PMI-ACP, IIBA-AAC, CSM be matched.

like

Assuming that I'm okay with a salary of 70K and more, and that I really don't want to work at a law firm. Is it going to be difficult for me to return to law with two years of experience and one year working in a legal adjacent role.

like

Hiya! I was wondering if anyone here has any good recommendations in terms of books or learning material that I can pick up to learn about sales and marketing relevant to the consulting industry?

like

I have been practicing in creditors rights/foreclosure in PA & NJ for around 4.5 years. Due to the foreclosure/eviction moratoriums there is no work to do and I was furloughed. I am looking to change directions- what is the most logical next move?

like

More Posts

Recruiting for a full time position in either cmaas or valuation in the west. What's a first year associates salary look like in these services?

like

How much a consultant salary is in Capgemini with 5 years of experience. @

like

This question is quite broad and subjective but would love to hear some thoughts. For a couple with family income of about 60 LPA in India, is it wise to move to Canada/UK via the PR route? I have seen no matter how much experience you have, it's usually about building up from scratch.

like

Any good shows on Netflix? Or Amazon, showtime, hbo for that matter?

like

I got cleared till Google HC for SAP Architect position and but have been put on hold since last 1.5 months. HR says Team is re-evaluating the Head Count. Anyone has any idea what are my options in this case?

Why does everyone bag on ATL? It’s actually not a bad connecting airport.

like

Is anyone a member of the Product Marketing Alliance? I want to join in hopes of being able to make a transition into the career.

like
like

How is optum for java 6 years of experience interms of wlb. I want to know the sprint howmany days and howmany days release will happening in project?

like

Just opened a Roth IRA account for the 1st time thru Vanguard, and realized there‘re only index fund options to invest in and no ETFs. Does the 🐟 community deem target retirement funds a good option?

I’m going to apply for my first camera operator job soon. I have a demo reel, but I don’t know how to make my resume look appealing. Can I add unrelated work if some of the soft skills required are the same?

like

I joined in mid February in FIS Global and my PF is deducting since Feb but not crediting in PF account as it is not showing in PF portal. Only 9 days of Feb of Employer contribution in PF and EPS is showing only.

Kindly to whom or how to approach for this ??

like

Bain & Company PPO health insurance only! Post your firm's biweekly premium (employee deduction) and whether it's employee, employee+spouse or employee+family.

Deloitte Accenture EY PwC Boston Consulting Group McKinsey & Company Bain & Company KPMG

like

This bowl is exciting! How’s everyone feeling these days?!

likeupliftingfunny

Currently in Atlanta, GA. Looking for management role in wealth management, corporate and institutional solutions, business strategy and consulting. I have an MBA from non-target school, about 5 years in management from financial services, business strategy and development and I’m looking for a great company with salary range around $150k or above. A referral would be highly appreciated!!

like

Which is more useful in a HRBP role…data analytics or project management?

like

Hello everyone! How do you manage holiday pay when the holiday is on a Saturday/ Sunday. For example, if I have someone working on Christmas (Sunday), they should be paid 1.5 but what if they work on Monday as well?I know this might sound silly to some people but I’m covering for payroll for the holidays and I don’t want to mess up!

like

Does anyone have experience/knowledge regarding whether the different B4 deal analytics teams 1) work remote 2) still travel? Looking to potentially make a switch but have heard different things across the board, including seeing that most of the job postings for senior roles in these groups are tagged to offices and don’t say remote.

like

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

Additional Posts in Coaching professionals networking and marketing

I'm interested in starting a coaching business as a side hustle, has anyone does this? I was looking a Life Coach certifications. Thoughts?

like

Welcome all, this group was created to help
coaches connect and receive business building tips and the most effective trends. Try asking and answering coaching-related Q&A. Your voice is welcomed here!

like

Hi dear coaches,

Here's a wannabe coach who needs some guidance. I am 26 y/o, have worked in research and corporate world. As i entered the adult world and started working when 20y/o i missed the time i used to volunteer for organizations talking about leadership and motivation. I have a job that fulfills me, working in a top company blah blah but i don't feel i am giving to the world. Social media makes me feel people need guidance. I want be a coach but what's the best way to start?

like

Curious to know what executive coaches charge, per hour, to work with senior leaders? If anyone feels comfortable sharing their own rate or what their company pays, I’d appreciate it.

like

Hi guys! Would anyone be willing to refer me to a great communication coach for 1 on 1 coaching? I am a junior associate looking to invest heavily into building my communication skills in a 1 to 1 and 1 to Many setting, over the next year or so. Any help is much appreciated!

like

Hi
I'm completing my MBA in a few weeks. I'm CSM certified. I'm seeking advice on my best course of action. I have experience as an Account Manager for 7+ years but I'm seeking a position as a Jnr. Scrum Master

like

Starting a Coaching Business Isn't Easy. How would/did you do It Successfully?

likehelpful

When choosing the city to immigrate to Australia, to continue your career as leader coach in IT, which city do you consider has the biggest opportunities?

like

I am interested in getting an executive career coach to help me understand how to get from where I am at now to an executive one day. I was wondering if anyone had any recommendations on company or a person

I work in security and would love one day to transition more of strategic business leader. I would want this career coach to understand the field and the path to success and have connections to be able to do this.

like

Anyone else frustrated with the lack of follow through from potential employers? I have had two companies undercut my ability to have an equal chance to compete for a role. One company kept telling me a second interview would happen in a few weeks. Nothing for 3 months even with my check ins. To just find out the role was filled. Another company flat out said they couldn’t find my application (in their system where it was attached to job req number) and filled the role.

like

Who are considered the top consulting firms for Executive Coaching? Thanks!

like

How much do you charge/would you charge for a workshop? A gym is trying to get me to do a workshop for compound movements (2-3 hours) and they seem to think I’ll just do it for my rate of personal training. There’s no way in hell Im doing that for $65 lmao.
So, Im reaching out to see what all you coaches out there charge. Doesn’t have to be fitness related, any and all workshop fees will give me a decent idea :)

like

I am a middle school coach, and many of my students request that I use discord to help track progress outside of school. Has anyone used discord for coaching before? Is it worth downloading and making a server? 

likesmart

How long have you been coaching, and what are some tips and tricks you care to share?!

like

I coach artists to become full time. I feel confident in business development and sales, but any tips or resources to start learning marketing?

I'm currently completing an executive coaching program and am looking for clients to gain experience and work towards my 100 hours needed for ICF credentials/certification.

If you're interested, please DM me to discuss. Thank you in advance for considering my request and supporting my goal of being a coach.

like

How does everyone find their clients?

like

There's a lot of backstory to this but I can only type so much SO I've been with my company for 10.5 hours and just found out they've increased their base pay for starting employees $3-5/hr. I have received my annual 3-4% raises, only because I always make sure to ask for it, but nothing more. They didn't even acknowledge my 10 year anniversary with the company and it's a pretty small company (less than 100 employees). I feel I should get a $3-5/hr raise since the base pay was raised. Thoughts?

like

Hey everyone, I am a current digital transformation consultant from the UK. I’ve been looking to move or do some work in the states as a Business analyst. I have 2 & 1/2 years experience working at companies like Discovery channel, AXA investment firm and currently working at a consultant firm. Does anyone have advice on roles, and making the move ? Or mentorship ?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal