Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

Do you sometimes read your evaluation, all you want to is to quit and you can dispute on everything they say?

Currently at a T2, thinking about applying to an MBB . Question for you MBB 🐠 — if I have a referral and a solid resume, is it pretty much a guarantee that I will get an interview?

Hi guys,

I need genuine suggestions. I was holding offer from IBM and Wipro & now have got a good offer from a mid size organization.
I want to negotiate with IBM and Wipro & join any of these two.

Do these companies negotiate? When & how should I start negotiation with them ?

I would like to talk professionally so that they provide me a matching CTC or in case, they can't at least they don't block me for future openings.

Please suggest, if anyone can share their experiences.

Hey! Anyone have any rental apartment/building recommendations in D.C. (1 bedroom)? Also open to Silver Spring. $1600 budget but open to going a bit higher.

Any job requirement in data analytics?

FDD 🐠 I will be promoted to audit SM in October, however looking to transfer to the FDD practice. Based on discussions with partners in the practice, I would be brought in as an experienced manager with opportunity to promote to senior manager in FDD next year. Is the learning curve steep, or should I push to come in as SM? Any thoughts would be greatly appreciated.

What should be the package of Azure Devops engineer having 8 years of total experience in IT and 2 years of relevant experience

I'm currently interviewing for Director of Digital Marketing and Demand Gen roles. I have all the competencies required and can demonstrate all the skills through examples from my experience.

The issue I keep getting stuck at is my lack of people management experience. I have some people management from early roles, led project teams, agencies, and currently mentor people in the company. However the feedback is always lack of people mgmt exp.

Any tips on getting how to flip the narrative?

How old is too old to live in an apartment? 30, single, no pets, medium high cost of living. Feel like I’m wasting money but also hesitant to be a homeowner living alone in a home.

Hi,
I am looking to renew my contract with a telecom giant in Toronto, Canada . I am a back end java developer with experience in micro services. Overall experience of 6 years . What is the market per hour rate for the above skills ? Don’t want to undersell myself . Need your insights !
Thank you !

Hi fishes,

Can anyone refer me for a role in the bank of america chennai location. Job id: 22093697
YOE: 2

This may sound odd, but can you run an agency without an ECD/CCO?? (Asking for a friend)

Does anyone know the stories behind KFC's "I love you Colonel Sanders" dating sim game and Wendy's D&D rpg? Were agencies involved or did they start in-house?

So many people live in NYC but still it feels like the loneliness place on the planet. Does anybody have positive stories from dating apps? How do you guys meet ppl in general?

Anyone have insight on working at Verily as a project manager?

My partner is looking into going back to school for a masters in sustainability management. He is looking at a program through the Harvard Extension School Sustainability Management certificate. I’m wondering if anyone has done this? Or recommends a program they hear good things about? Preferably online so we don’t have to move! TIA!

Looking for some boutique firms (healthcare/public health sector) that do work relating to social determinants of health, community health centers, population health, community hospitals. Any suggestions?

Thoughts on politics in the workplace? My team seems obsessed. Don't want to get unfairly judged, but I love a good discussion. PS: my manager and I did not vote the same way

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

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

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

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

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?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

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

What’s your definition of good work ethic? How important is it to you?

What are the best resources for studying investment banking exams: SIE, 63 and 79? I received sponsorship today and have no idea where to start. Thank you!

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.

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

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

Thank you so much.

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

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.