Anyone meet clients at home?

I'm an RIA, and my home office is much nicer than my office. Unfortunately it doesn't have a separate entrance and you have to walk through the living room/kitchen.

Best tips to manage another person that's on the same level as you, but knows everything about the client and you don't - since you are the new guy.

Getting really frustrated with a boss that is completely bipolar in our interactions. Management does not seem willing to tell them to stop being psycho. Beginning to think the only way out is out

What does everyone wear for client meetings in a WFH setting

Posting spoilers doesn't benefit you, so you're doing something literally just to be a dick to other people. How does someone end up as the type of person who does something *just* to be an asshole?

older 🐠... what are some phrases / words / slang you've seen on here or heard in the workplace that you don't understand?

Are finger tattoos acceptable at work? Really want to get some before return to office

I currently have my EAD based on my OPT with an addition 2 year renewal. I have also submitted a marriage based GC application in Nov 2021, did my biometrics currently waiting on my interview. I have an offer from a tech company and want to leave my current employer. I am worried if I tell my upcoming employer about being currently on OPT they will freak out and take back their offer even doh I can work and don’t need their sponsorship.

Do I have to tell ? Has anyone experience this before?

Hi, has anyone ever committed to a long time client but received a more enticing offer somewhere else and taken it? Curious to how to go about it without burning bridges.

What do I do if I’ve only worked one job (the one I’m currently at) and another company is asking for references? I could do professors from college but not sure if that’s a good idea. I wish I could give my current manager’s contact but I don’t want her knowing :/

Has your boss ever forgotten to pay your commission? Happened to me today. Actually to our entire sales team. Advice for how to respond?

Linguistic question, should an associate say "my partner" when talking to a client about a partner? To me this comes off like implying your also a partner, but saying "our partner" sounds weird too...

Has anyone else ever dated a coworker?

What monitors would you recommend for home office? I am about to buy one myself. I work in FDD. Do you guys recommend the ultra wide? Curve screen? freesync?And what definition is good enough ? I really do love Apple Retina display but the price.

If an employee files a complaint about workplace behavior, do you treat them differently? I'm faced with reporting an SM for bullying and finding it near imposible to believe that it won't (cont'd)

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

I work in the Title IX area, and would love to hear from anyone who is working with students dealing with sexual or other kind of harassment between students, and how to improve that climate.

Do you tell your boss about your quirks? When do you tell them those?

My manager continues to ask me to help other teams and do work on other billable projects. I’m sick of it .. and I’m going to explicitly say that no I can’t do it because my hours are taken by the existing project we are doing. Is this appropriate?

Just got word that I didn’t get a gig I was excited about for 48 hours. Freelancing is like a drug. High from the email asking your availability. Low if it doesn’t go through.

Can I get any referal for data engineer position??

Which company is better for tech management role - J&J or Amgen ? Looking for comments around WLB, internal growth, compensation etc.

I received an offer from Optum on the first day of joining of another organization. The offer is much much better than at which I have joined. I am really feeling low. What should I do?

I’m considering going to grad school in Dublin or Sydney. Can anyone tell me what gay life is like in either of those cities?

Hi,

Not related to careers. Anyone got notice for last year tax return esp on high value transactions?

What hacks do you use to lose weight?

As someone who has spent 7 years in the recruitment field specifically helping those who originated in audit or partnership tax compliance I’d be happy to answer anyone’s questions! Please only those that live and work in NYC.

Any tips to crack the Mckinsey Problem solving game. Can I use a referral at this stage?

Today is supposed to be our “day off.” I always laugh when I see emails announcing special days off. What’s even funnier are the reminders about “half days.” Hilarious.

Are there any recruiters in this bowl? What would inspire you to post openings?

I have 5+ years of experience and having 3 offers

1. Infosys -9.5 lpa
2. Wipro - 12.0 lpa
3. Mphasis -13.0 lpa

If I consider salary as secondry criteria ,Which one I should choose so that I wouldn't regret later. Please suggest ?

What is your typical class size for your shop class? Do you have a maximum?

Anyone ever move from an internal role to one with external clients? I manage a learning function for a line of business and pondering the next move: industry, startup, consulting...

Should I Go Back and Reneg? Recently I was offered a role as a Project Implementation Manager (In Retirement Services) .The salary range for Colorado residents was 65-89K. I’m located in NY so the recruiter said he would try to get me more. Ultimately he came back at 90K which is a bit inline with that I was seeing on Glassdoor but approx looks like I may leave 10-12K on the table. I accepted already but may get an offer from another HR company in account management around 90-100K. Need advice

I met someone in the new city I moved to but they work for Fox News. They are a good person but I can’t get over their employer and they said I was immature for that. Are all companies under the wrath of capitalism so I should overlook that? Or has Fox brought too much hate to the gay community to even consider a relationship while he works for them. Thoughts?

Where my McKinsey EA's at??

Recently accepted an offer for a manager in Bizops in Ad sales for a tech firm. Curious about the growth opportunities in this area. What do folks do after 2-3 years in such roles ?

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

I'm ashamed to say this, but I spend most Sunday evenings with a drink thinking about the upcoming week. I sit on my front porch and 1 becomes 2, and so on, until Monday comes later than it should.

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

What are some good networking clubs, organizations, or groups to get involved in?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

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

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Anyone in SoCal?

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

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Wells Fargo merger news. What’s it mean?

Anyone knows about the base for chase PCA?