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

Can we consider cars from the 90s to be classics?

Sub question: what's your favorite 90s-era car? Extra points for pics.

Do all big 4 firms “even out” experienced hire salaries over time?

How do you report your CPE credits to the state board? I know firms usually have a tracking system, will they automatically be sent to the state boards or something? And what do I need to do if I leave the firm?

How do I start the divorce process? Do I have to get a lawyer? Help...!

Has anyone actually found love at work? My best friend started at a new company 6 months ago and she just took an offer somewhere else because she and her senior manager fell for each other. After 6 months she knew it was worth leaving her job for! I've been working at the same place for three years and I went on one date with a guy who didn't even work with me he just worked in the building. What am I doing wrong.

Anyone moved from consulting to an internal role? How did you find it. I’m fed up of consulting

Do you think it is easier to overcome cheating in a relationship that has or does not have children involved? Listening to an interesting podcast and would love to know peoples take on the topic

Curious what anyone thinks about cologne? Is it a turn on? I am not really into it.. but I just got a whiff of this dude at the gym and the cologne did something to me 🥰 It was really subtle. I tend to just like the way a man smells (not body odor but just natural scent) and don’t usually like it covered up, but wow this guy tonight 🥵 I might might buy some but i figured it would be gay to ask him “what are you wearing” because that prob isn’t something the bros at the gym do.

Hi Fishers,
I have 4 years experience in manual testing.
How do I move into Automation testing.
What to study? Is selenium good to study in terms of long term

Salary offer of $82,500 with 9% bonus for an RIA based on Los Angeles. Is this comparable to the market at the moment? Position is for an advisory associate that handles project management rather than advising.

Which city would you recommend for single men in late 20s trying to find good opportunities in career & dating? Leaning more towards to NYC but not planning to live in Manhattan due to the high rent so I am not sure that would be okay. Also don't want to drive that much.

Hi All,
Anyone from strategy and transformation team?

I have a consulting/PE interview on Friday, please recommend consulting books or sites to read. Need to speak consulting language

Can anyone share the capgemini promotion levels with approximate time spent and comp at each level please!

I would greatly appreciate some fun/engaging/stimulating lesson plan ideas for high school students.

Can someone create a bowl for afghan politics please?

What do you think about lab-grown diamonds? My fiance and I are trying to be as ethical as possible, and lab-grown sounds like an awesome idea, but we're wondering about the quality and longevity. Any thoughts would be appreciated!

Has anyone done the Blackstone pymetrics?

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...

What’s it cost to work with an attorney when leaving a firm?

Any advice for someone in the middle of a merger?

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?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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!

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

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

Best way to generate leads today?

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

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?

Has anyone used Smart Asset for lead generation?

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

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.

Anyone use SmartAsset for leads? Any success?

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?

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.