Anyone here ON FISHBOWL willing to be my virtual mentor? I’m 3 years in and have not found one—the two that I did approach at my firm just want me to cold call for them and two outside my firm that I

Dropped off my kids to school this morning and just felt unsettled. It’s so hard to concentrate on work today.

I guess I'll try my luck out... Isn't the ideal thing to have the passion and romance of teenagers, but with the maturity and experience of adults? Hopefully I could find someone here that has that mindset.

Where have you been ordering takeout?

Hi everyone... Does anyone have referrals for Oracle apps DBA in UK/EU region? Please help.

Hi buddies,

Hope you all doing good. How many sick leaves were provided by cgi?? And is there any specific limit of taking sick leave with respect to financial year? Kindly clarify!

Just got promoted to ACD. Will be taking on more leadership roles. Any books, workshops, resources that helped you learn leadership skills?

My father had a sever case of Covid and he made it out successfully. I’m very grateful for this. Close to a year down the line, I’m finding that he is having severe memory loss issues and can’t remember significant details. Has anyone experienced or is experiencing this? How have y’all dealt with it?

Hi Fishes,
Please let me know what all free learning platforms sap lab india provides to its employees ?

Hey Fishes 🐟,

Where can I get study material for SAP IS-U ? I visited lot of sites but couldn't find detailed explanation for each concept.

Overall, do male or female agents seem to get more work in the real estate sector... and why do you think this is?

Why are properties in NYC so damn expensive? At this point should I just move elsewhere?

Best books on business/ negotiation/ leadership you have ever read (and use practically)!?

hi, I recently joined a strategy group and have only worked at IBM. I am curious how the strategy planning process works in other technology companies to compare to my own experience. wondering what is similar vs diff for this line of profession across the industry. can anyone share their company’s general process, timing, duration, who’s involved? thanks!

Hoping for a bump at next review. Should I mention it now? Will either kick epic ass or fail massively in the next few months.

Any vaccancies in supply chain management / procurement ?

Experience 4.5 years
E2E vendor Management

Is only long debt debt considered in the cost of debt for WACC or do other short term liabilities matter as well?

I have family members who are inside claims reps for a large company. The company sends out emails 4 times/day showing who is currently not available for calls. To everyone working in claims in the entire country! It’s been a minute since I worked in claims. And never for this particular company. But is this shaming the new way to manage WFH.? Sounds at least toxic.

Work smarter not harder is the motto but many people don't get this concept smh

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?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Is cold calling still a thing?

Anyone in the Houston area?

So the fiduciary rule got tossed yesterday

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

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

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!!

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

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

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

I do not prospect. I open accounts while slamming a revolving door.

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

Best music/audio to listen to while working?

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

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

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

How do you use recognition (awards, articles, etc.) to help market yourself?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?