Anyone worked for State Farm? A recruiter contacted me abt taking over a book of business in my area. I am wondering if I could do that and also be RIA?

I just started with a company as an HR Generalist. Within the 3 weeks of being there, my boss’s boss left, and today I found out my boss gave notice. HR is not valued at the company and it’s disheartening to know I was hired into a mess. I am now actively looking but how do I explain to other employers why I am actively looking and what do I put on my resume? I have never had to deal with this before.

Hi all, I’ve recently onboarded as an HR recruiter with a small NGO. It has been wonderful so far. I want to make the most of my new role. If you have any suggestions or advise, I’d greatly appreciate it.

Hi Friends! Does anyone here use Twitter? Im tryin to see why people are upset with Elon since him acquiring Twitter. Like what changes did he make?

Big4 Advisory Partners/Principals - how much do you make in your 1st - 4th year as a partner/principal?
Trying to make a decision whether its worth continuing.

Can anyone share a policy discussing no longer using high flow oxygen during decels in labor? (due to aerosolization)

Can someone help on how to get a burner?

In my first IUI cycle, took the trigger shot today and IUI is the day after tomorrow. I have 2 follicles - 16mm and 24mm in size. Looking for input from anyone on here who has gone through the IUI process. Please send positive vibes.

Which HCL office is better to go out of Magarpatta office and Quadra office in Pune.
Have a choice to join any of these two. Please suggest.

Any 40F interested to chat?

Did BCW NY just layoff it’s EA staff?! Seeing a bunch of these names on Connect and very upset that great people were let go!

Hey fishes,
Is it okay to decline an offer( from a startup ) 2-3 days before the joining date?. I don't intend to do this but i am stuck in a situation where the other company is taking time.
Just wanted to know if that's okay in this corporate world

Does anyone run a business in addition to their firm? I’m a solo and I’m doing pretty well with about 60-70 billable hours a month. Though that leaves a lot of downtime. Curious if anyone has any second businesses that require about 20 hours a week. Not looking for passive income or franchise ideas though.

How are Corporate Development and Corporate Finance roles different in Industry? Is one sub set of another?

Hello, any referrals for test lead in CGI? I also have Canada PR

Looking for remote healthcare opportunities in business ops or project management. Recommendations welcome.

I Have a HR scheduled meeting, in the morning. Is that Sus?

Is retention discussion happening currently in bfsi? Its 10 days i have resigned, but nobody called me yet!!

Besides buying a book if budget doesn’t get in the way what are the best ways to prospect and bring in new assets? Looking to grow.

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

Out of curiosity, what are some of your most frugal habits?

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

Thank you so much.

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

How do you get better at small talk? I tend to get directly to the point and possibly miss out on building more subtle things in a relationship

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?

Looking for a TPA in Houston. Any recommendations?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

Opening an IRA for a client, wants their primary beneficiary to be a parent. The parent is a Cuban citizen living in the U.S. with a U.S. green card / legal residency. Custodian bank says client needs to choose someone else due to their Cuban citizenship. Has anyone here run into a similar situation?

What percentage of clients typically follow their advisor on their own accord if the advisor switches firms? Are there stats out there somewhere? This question assumes no purchase of the existing book nor a solicitation of clients from the previous firm.

Is anyone using RightCapital? How do you like it?

What do you or your firm do to provide first class service?

What are some of your “schooling the client” moments?