Are any of you members of the FPA, either nationally and/or locally? What are the benefits of membership?

Has anyone transitioned from bedside/patient facing healthcare to clinical research? I am looking at making the switch and would appreciate any insight!

I am potentially able to get in front of 4-5 of the “right people” to potentially take over some 401k plans. I have never ventured into this area. Any suggestions on where to start for...continued

Hello Fishes, I have two offers in my hand
1. L&T Technology Services: 22LPA(8% variable) + 1L JB
2. KPIT : 22LPA(Fixed) + 1L JB

TS : Infotainment Testing, YOE : 8
Which company I should join?
It would be helpful if I get to know about the benefits of both companies
Need suggestions!!

Bosch KPIT L&T Technology Services Continental Mercedes-Benz Research & Development India Wipro Tata Consultancy Tata Elxsi Altran Capgemini

I applied for a job and received an offer from my client. 15k+ bump in salary, better benefits/remote work, and responsibilities will give me exposure to all areas of the organization (start up). The problem is that they’re looking to staff me as a Senior when I’m currently a Manager at DT. They said they’re flexible on title, but curious to hear how others have navigated similar situations. I would report directly to the controller and have 1-2 staff reporting to me...

Guys I'm confused, do we have an IRA account with PwC or is it just 401K?

I’ve recently become a solo general counsel win CA. My company has facilities split between AZ and CA. Does anyone have thoughts on benefits of gaining bar membership in AZ as well?

Apart from offer do we have any other additional benefits in ibm like leave encashment, travel or internet allowance, food card allowance etc.
I also see sign on bonus of 1lk, could you please let me know when and how it will be paid considering working for 1year plus ?
What is the % we can expect for yearly performance bonus which is not part of package and how is it calculated and when it will normally be credited ?

Looking to transition out of a clinical role to a “clinical data/tech role” to help bridge the gap between healthcare tech and implementation to healthcare companies/field clinicians. Any recommendations to look for healthcare tech companies or getting started for a clinical data training?

I just accepted a new position that pays $139,000. My current position pays $105,000. 5 years ago, I was making $26,000. Here to give advice to those looking to get farther in Billing/Revenue Cycle. Ask me anything!

Deloitte is hiring!

Want to make an impact that matters? Consider working for Deloitte.

Deloitte has opportunities in business areas such as Cyber (Cloud, Identity, ERP, Fusion, Infrastructure & Strategy), M&A Financial Due Diligence, Financial Reporting, Valuation, Compliance, Capital Assets, Corporate Restructuring, Treasury, Discovery, Computer System Validation/IT quality, AML Analytics, Financial Services or Healthcare Risk, Compliance & Operations.
DM me!

I’m thinking about transitioning to In-House from a big law firm where I practice Employee Benefits. Will employers consider me without the typical “corporate” or “litigation” experience?

Max out 401k before contributing to taxable brokerage? Roth IRA is already maxed out.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What are the benefits they provide if we have to work from office at Bangalore.

Hi Fishes,

Could you please share CGI benefits for lead analysts. Recently joined CGI.

What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

Have 50k in brokerage to put towards buying a place in Atlanta. Young 20 something who's lease is ending soon

Roth IRA and 401k are well funded but don't want to pull from there.

Should I buy and rent the extra bedrooms to friends, or stay renting and put savings in stock market?

I just started a new job 2 months ago, benefits and PTO don’t start until 90 days in so I still have a month before I can take off any time, and today found out my company doesn’t offer paid maternity leave.
I’m really struggling handling the symptoms and maintaining my full time job. Thinking about looking for a part time job to have more time to myself through the pregnancy since I won’t be getting a paid leave anyways, but lost on where to start looking. Any recommendations?

Hi All. Question regarding HDPI (GSC Bangalore). Can someone shed light on the relocation benefits external hires get at GCB 6? Also, are these fixed or can we negotiate on these as well? I'd appreciate an urgent response if possible.

How’d you rate your company’s UX?

Hi, anyone with knowledge/experience in UX Writing, and if so, do you have advice for someone brand new to it? I currently have a job in Medical Writing-- can I use that as a selling point to ask for a higher salary?

Hey all, what is your favorite free user flow mapping tool?

Anyone know good property managers in the Denver area?

FYI - Just went on the Marriott website and selected the option to combine both spg and Marriott accounts. All stays and details updated. Past history to be updated in 48 hours. Get it done folks!!

Any thoughts on how best to identify fraud within your DSP of choice?

Has anybody had any luck with Mondo? I feel like they’re good at sending out emails but have never been contacted by anyone even for a screener. Are they just taking our data?

Given that a lot of ZSers ate joining Novartis, do you think that we can have a whatsapp group for the same? Thoughts?

Any possibility to get points for hotel not sending bill? Nights still haven't showed up in my account and I checked out May 26th and submitted the missing nights form.

Any one can help me to find out the possible data analytics position in big four?

To anyone in NYC market, what's a ball park realistic salary expectation for someone with 1YOE? Associate consultant/consultant within business advisory/technology strategy. Strong experience and a master's degree to support (I know not much) but just curious what to expect

Hi Fishes,

l interviewed for Deloitte (India not USI) in January, and accepted an offer letter with DOJ of 25th April, later HR asked me to join on 11th April for which I agreed. Now I haven't received the revised offer letter or any links other than BGV and Pre-Hire form from Deloitte and now the HR is not even picking my calls or responding to emails.
Any advice on what to do?

Does publicis sapient have RPA-Uipath projects?

Fishes need suggestions. I have been put on PIP for bad performance. I am being a part of 6 months project and project is about to complete with backend work done. I took more time for some tasks because of not knowing the technology so they highlighted that and my senior send emails to HR to put me on PIP. What should I do ? Acknowledge PIP ? Or resign? Or let them terminate me so I can claim salary of three months as fnf settlement? Getting confused, please suggest.

Trump for past several weeks: Mail in voting is fraud. Fraud fraud fraud. Massive bigly fraud.

Trump aides: Sir you are losing in Florida, a key battleground state.

Trump today: Mail in voting is perfectly safe and secure and I recommend it, in Florida.

Can someone suggest a plant for my bedroom? It’s a huge bedroom, space is not a concern, will put the plant beside an east facing window. Preferably something that I can find at Home Depot.

Any advice on how to spice things up in the bedroom?

Just spent 15 minutes buying a flight on the jet blue app... is there software really that slow?

Anybody familiar with the Fisher Investments sales role? They give you a salary first 2 years plus commission, but the only thing that I don’t like is they no longer pay the trail on any account you open after 3 years. Just wanted to know if anyone knows anything about their program and if the FA’s are really getting THAT many leads to justify that comp plan.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Has anyone heard of, or tried using, the Paladin Registry?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Anyone knows about the base for chase PCA?

I like my clients more than my team/leadership

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Anyone doing this consistently? Came across a guy whose wife in a facility and he's paying $12,000/month. Insanity.

It's appalling how bad new associate excel/ppt skills are. There needs to be a way of judging 'readiness' during the interview process.

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.

Best books you read this year that aren’t about sales, marketing or prospecting?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Firing a client-best strategy? Does anyone have a template letter for diplomatically firing an unwanted client?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

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 💁🏼‍♀️

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?

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?

Best technology to use that LPL has?

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

Thank you so much.