Anyone use lead company motivated prospects.com? Sounds too good to be true?

Got On track (OOO) rating for JPMC year end review, can someone help me understand what can be the expected hike percentage?
I joined in April this year

For the Auditors out there. How are yall auditing PPP loans for nonprofits? Should they be recording them as revenue?

Hello Everyone..Anyone who knows about the Salary range of Manager L2 in PWC AC Blore under Business Acumen team?

Hey fish

I have separate NPS account in which i was contributing for more than an year and now i see an option in my payroll portal like i can link my NPS PRAN to current org and employer will also contribute equally

Can some one suggest what does it benifit us and how it differs from EPFO which we have already

How many of y'all have trust funds? What'd you do with the $$$?

Was anyone else incredibly disappointed with the Hollywood boardwalk when you first came? I didn't even know 99% of the folks there

When all your associates have rolled off and you have to address the review comments left by yourself... 😳

What's the salary for a technology risk consulant ( Entry-level) at KPMG Ottawa?
Recruiter reached out to me. I have no experience; this is entry level. Am a recent graduate with a business degree.

Starting to see a lot of compensation threads and even within the same city, the variance of salary is really noticeable. I didn’t expect the spread to be this high, especially in high COL areas.

Any book recs on how to improve soft skills (ex. Communication, leadership, etc)? Doesn’t beat real life practice of course but would be a good starting point. Thanks!

Torn between two offers-
Citi IA (MRA Validation - Risk) or Morgan Stanley IA

If base comp is equal, which one would you choose?

I’m passionate about gaming and I’d love to join the industry, but I’m wary because of some horror stories I’ve heard about working with big developers. Has anyone here worked with a Triple-A studio?

Anyone use 6figr premium for salary research?

Fellow data 🐟, plz recommend me something to do tomorrow. Existing weekend plans went up in smoke and I'm feeling like trying something new

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Anyone use SmartAsset for leads? Any success?

Any advice for someone in the middle of a merger?

Texas FA’s when is your office re-opening?

Best way to generate leads today?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Has anyone used Smart Asset for lead generation?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

Do we need to do anything special to accept international investors?

What is your experience with The Bill Good Marketing system?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?