Anyone work for Ameriprise? I’m trying to decide if I should join their branch model. I’m currently in the bank channel and I want out. I have around $60 Million in AUM. Maybe around $15 Mill portable.

The number of players that got COVID during the international break is a shame.

Is RTTO strictly implementing in Your LOB ? For us they are even Asking in standup calls 📞.

Will CSPO help in Product Manager role?

Hello, is there anyone here who is looking for a Property Manager? I have 9 years of experienced working in this industry as a freelancer. I managed over 1.7million dollars worth of properties for the past years.

My hourly rate is $5/hour. Please feel free to contact me!

Do they provide cab facility in Pune location ? How is the wfh policy? Do they reimburse internet charges?

Every company I’ve ever worked for has no money ever for anything, we are 2 years behind COLA raises and forget merit increases. Am I just in the wrong industries? I’m currently in Higher Ed… I wanna work in HR with a budget to pay people and provide quality benefits! What’s your experience like? Am I dreaming? What industry “has money”?

Can anyone refer me at cognizant for java developer mumbai location.
YOE:5.4years

If we are in the red zone and failed both the sme interviews is what it meant performance exit or we will still be considered for an FTE? I have heard that people with both the sme failures are still pulled in the projects and are full time! Should we be in a hope or look out for other jobs?

For those in big 4, how much time between accepting an offer and start date have you been able to ask for? Is a month feasible/how should one phrase it? Two weeks just doesn’t feel like enough with this heavy burnout/having to wrap up deals at old firm

I’m struggling to find industry senior accounting roles that are offering much above 100K in the NYC market. Currently a S2 in audit in the B4, has this just been the norm recently or am I not looking for the right opportunities?

Hi folks, need guidance. Skill - . Net + azure and YOE - 4.

After two tech round received email for documents. HR said that she will discuss regarding my expected offer with the team after receiving documents from my side which I sent yesterday.
Today evening I got technical interview assigned mail with meeting invitation for today afternoon itself. It is very confusing to me.

Are they trying to take my one more round of interview? I was hoping to get offer after sending documents.

Got offered 115K with 25-30% bonus for a fund accountant role with 3 years of public experience. Is that normal? Seems like really high. I live in NY to clarify. Combination of Big 4 and midsize experience. What’s the normal salary range for ppl in that range?

Curiosity question - I’m a naturally very chatty senior and I’ve noticed that the staff 1s who are starting remotely and living at their parents’ home (which makes a ton of sense with the remote working) that I’ve been working with seem to want to chat about both semi related work stuff and non work stuff a fair amount. If you’re a staff living at home, do you enjoy having seniors who will chat with you about random things or would you rather just get your work done and log off?

Has anyone worked with a private label for their own skincare line? Just starting out so it would be helpful to find one with a low order minimum. Thanks.

What’s your regular beauty ritual, and what’s your monthly spend on it?

Mauritius or Cook Islands for a 2 week honeymoon??

Do Starwood reservations eventually come over onto Marriott after you combine? Mine still haven’t...

In your aggressive portfolios, what % do you put in international? I've never done more than 25%, but i see people at 40 or 50%. If international averaged 8.1% from 93-17, while domestics averaged

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

Planning software- does anyone know of software that is good for younger clients? I use moneyguide pro but it does not seem to be made for clients that are coming in for planning over questions like can they afford a house or other short term goals.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Class A or B office space? As a relatively new RIA and financial advisor, should I go with class A office space or class B? I know appearances are important, but did office space make a difference?

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

I just graduated college a few weeks ago and began my first full time job. I received essentially no training and am feeling super overwhelmed. I don’t want to come across as helpless to my boss

Why does everyone hate indexed annuities? Who would turn down the potential of 12% annual returns with a guarantee that they can't lose any money, all for free and even a bonus?

What do you do for outside the box client appreciation events?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

What is your go to watch in the office?

What are some telltale signs that someone is not genuine?

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

Thank you so much.

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?