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

Roth vs Traditional 401k, thoughts?

Does Accenture have any grad school (mba) tuition reimbursement benefit?

Do you buy insurance when travelling to US for fun? Moved to Europe recently and this will be my first time back in US without employer health insurance - should I buy travel insurance? Where from? Thanks!

Where in Healthcare Consulting can a registered nurse succeed? I read about healthcare consulting companies and the services they offer and they appear heavy IT/comp-sci based. What are healthcare consulting specialties where an RN can leverage their clinical background?

Making $37 hr full time with benefits. Chattanooga Tennessee

Is working at a healthcare agency early in your career a bad move if you really want to do the traditional ad route? I ask because I was approached to apply for one (highly awarded). I’m at a small shop on a 6 month contract, and since it’s lockdown still, I’m keeping my ears open. I’ve heard it’s a hard niche to get out of.

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

How many of you max out all tax-advantaged space, i.e. 401K, Roth, and HSA, and is it doable to live on what's left?

What are benefits of working with a content strategist on a project?

What are strong must-have traits of a good content strategist?

Trying to build a case for my agency to hire our first CS!

Is anyone aware of any healthcare / healthcare consulting companies based in the Bristol area (UK)? Thanks

What kinds of things do you do in commercial healthcare? If that’s a thing?

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.

Hi everyone,

I’m considering a certification in Lean Six Sigma. I’ve been a physical therapist for the last 10+ years and am looking to advance my career possibly into healthcare informatics or management. Is a Lean Six Sigma worth it?

There’s a lot of website and organizations that offer it with varying prices. What is the difference?

Hi fishes, I want to submit broadband connection reimbursement request via Global Claim System GCS. Is there any chances of background varification regarding the broadband bills??
Thanks in advance.

Anyone concerned with the dip in the market now? Both brokerage and 401k has taken hit. What are different things you folks are doing??

New to the U.S., is the Healthcare Industry (via HIPAA), the only industry in the U.S. that legally mandates having a designated Privacy Officer? So for example, although GLBA has obvious privacy requirements, unlike with healthcare, financial institutions in the U.S. are not mandated by law to have a designated Privacy Officer?

Yay or nay on Deloitte Healthcare Ops? Anyone with feedback or experience to share? Thanks

I am pretty conservative w what I invest in (pretty much all vanguard ETFs). If I wanted to take like $5-10k that I have in cash and buy stock(s), what would you recommend?

I have been offered from NTT data and a week ago they gave me a call to check if i can join early.. i said i am ok to join early if NTT is ready for buyout. They said they will come back on it and a day ago i can see that the recruiter has posted a job opening in naukri with the similer set of experience with what i have and i am little skeptical that will they revoke my offer. The job opening is posted by the same recruiter who has recruited me and looking for people who can join within 30 days

The most interesting research topic you've come across....?

I am a nuclear physicist and every time I am asked what I do and I answer the question, the next comment always comes in a mocking tone: "so you make bombs? Nuclear is not only about making bombs, a nuclear reactor is a bomb indeed, but not only can it be used to explode. It can also be used to generate clean energy for example.

What should I do now ? Or I will get the offer Lett from HCL or not ?

Safest wallets / exchanges for buying VET and safe moon? 😭

Everyone in india is against Modi and government for not providing any direction. Even after an year of covid they need direction on what to do and what not. No body was looking for direction when organizing and attending wedding parties and attending holi get together just a few weeks back.

I keep giving staff more chances to do simple tasks and work on improving his soft and technical skills and he is KILLING ME

Anyone has insights into the Customer Success Engineer role at databricks? TIA

For attorneys who have transitioned to corporate development/business development, was it worth it? I’ve heard CD involves a lot of process work and I’m not sure if I’m glamorizing the field compared to my (relatively technically challenging) field of law

Hey Guys, Any hackathon ideas for a fintech organisation?

How’s the work life balance situation at Amex for data engineers?

Where are there openings for a lead strategist / head of strategy at the moment? Not asking for a friend.

Dear fishes ,
I am looking for job change in sales currently working in think and learn pvt. Ltd.(Byjus). As business development associate. Kindly recommend .

USI Producer Job, how is it? Currently an Account Manager and looking at this opportunity. Also, really any advice from service to a sales transition is much appreciated!

Does anyone know about fidelitys platform, base, compensation and goals?

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

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

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

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.

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

We did a booth at a Women's Health Fair. We do 1-2 events like this a year. They are exhausting and it's hard to judge whether they are successful. What are your thoughts?

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?

best resources for brushing up on excel?

People actually work 9-5s? Must be nice 😒

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Anyone work or worked for Northern Trust as a wealth advisor? What can you share about your experience there? Considering a job offer.

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

What are some good networking clubs, organizations, or groups to get involved in?

Best technology to use that LPL has?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

Does anyone have experience generating leads through the custodial referral programs? Is it a legitimate way to build a book of business? Can you speak to the quality of the leads?