At this time my qualifier for prospects is: Do they prospect have old 401k or existing account with advisor. How do I create a sense of urgency so that they'll meet with me?

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Posting as :
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Learn to ask for what you want:"Can we set a time to meet during the day in the next two weeks?"

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Tell them they are likely paying high fees (but don't tell them that you hope to put them in something more expensive).

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Don't ask for what you want. Dictate it."This sounds like a serious issue. Let's sit down and have a conversation about it, either at THIS time or THAT time."Believe me, people will say... "uh, okay."

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COMPENSATION THREAD

What is your compensation? How much of it is VC, how much fixed? What benefits do you have?

Please share also year of experience, country of work and area of interest 😉

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Ugh I just signed to fix my house’s mortgage interest rate at 2,73% for 2years. Get a gut feeling this wasn’t a good deal.
Have you fixed or planning to? If yes, how many years and at what rate?

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Is it possible to buy a new luxury German sedan car with 30k budget?

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There’s a debit card that I’ve been using for the past 4 years and it beats out some of the cash back credit cards. It’s the Cash app debit card. I haven’t heard people talk about it in the card community and it could save people a bit of money - 10% cash back. I posted about it on my Instagram HerMillennialMoney if you want to learn my tips and tricks with the care.

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Feedback needed. Given the current influx of interest rates and looming economic decline. Is it wise to purchase two new rental properties one a fixer upper in a thriving town, and the other needs minor fixes in a growing community. Both prop may have tenants that have had rental payments delinquencies in the past…. Part of the agreement is to remove all tenants.

Hi Fishes,

If anyone is looking to buy Life/Health insurance product please connect, we can avail good deals and discounts.

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Interested in starting AirBnB in SoCal.
1. Where do I start for gaining how to knowledge.
2. What’s are the best areas to buy the property for best cash flow and appreciation down the line.

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Is it worth it to buy a multi-family home to rent out?

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I’ve worked for a medical consultant company in Houston the last two years doing various things from billing to patient care to even doing medical records request. I have been looking for a job preferably where I can put my masters in healthcare administration to use but most of the jobs I went to apply for I qualify for everything but the management and supervisory years.

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Get upto 100% of your TDS as Refund in your desired bank account .
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Why are properties in NYC so damn expensive? At this point should I just move elsewhere?

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Which style home do you prefer and why?

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Is anyone concerned the push for sexual equality in pay without accordant leveling of parental leave is gonna backfire?

Here’s a hypothetical:

A company has 2 candidates, aged 25-30, equal in every respect save one’s a man the other’s a woman. Maybe the woman is a slightly better candidate overall. They’d have equal comp.

Company considers the woman a riskier bet due to possibility she’ll take maternity leave — and considers the man less risky for his ineligibility to take as much leave. 🤷

likefunny

Just checked all the assets and realized we're close to 1M€ net worth. Most of it is on the house, don't feel rich at all.

How would you spend $60K-$70K? M2C, M3 ZCP, M3 CS, M4 ZCP, another car or 1.2 BTC?

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Anyone have a good online calculator or way to adjust their W-4 towards the end of the year so they don’t get slammed with a high tax bill? I know I’m too late for 2020, but curious for next year...I got slapped with a 6-figure tax bill last year. 😑 My wife and I made adjustments to our 2020 W-4s, but afraid it wasn’t enough.

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If your investment bank has been asked to grant loan-repayment holidays, share your view on the potential impact of them.

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I’m 9 weeks tomorrow! My husband and I are starting to explore savings options for baby. We’ve looked into 529s, custodial accounts, a Roth, high-yield savings… and I don’t know what’s the best option, I feel overwhelmed. Would love to hear what others have done or are considering! TIA

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Im so happy! I just paid off all my debts!

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Is it true that people joining for Oracle practice at PWC AC Bangalore are on bench due to shortage of projects right now ?

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I got an offer for ServiceNow developer in Volkswagen, do we have someone from same background. is it good time to join Volkswagen?

Is there any transport available to go to Mastercard Pune office from Hinjawadi?

Please, help me to know how much will be I hand salary before qtrly bonus or after qtrly bonus. I am very confused with salary structure.

Post Photo
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Is it true that comp changes at some top consulting firms depending on how well your bschool is ranked?

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How is EY’s SAP practice? Overall, so they focus more on new implementations (S/4) or auditing existing ones? How is the overall company focus on growing the SAP practice?

Joining date for EY India needs to be changed. On Notice now but Present organization is not accepting 60 days and need to serve 90 days. Contacted EY India HR via mail but no response yet. Can anyone tell me the process to get the revised offer letter with new joining dates.

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Anyone have any insight to what it is like working at M Klein Investment Boutique? Any insight, I know it’s banking so I am not unrealistic, but any honest feedback or things to be careful of would be awesome.

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Citicorp Hi, How is WLB and job security in Citicorp ? I am a java developer with 5.5 years of experience and have joining in next month. Thanks in advance!

Citi

what is the in-hand salary of 7.8LPA package in Persistent Systems ?

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So how does the Uber PIN thing work at LGA? Whenever I request an UBER there, it just connects me with a driver. I don’t get a PIN for the cars queuing up.

I used to care about and chase the opportunity to produce cool/fun/funny work. But, as of the last couple years..it’s just more about stability, keeping working relationships happy, building finances, i.e. it’s just a job. Not about pushing for the most fun creative ideas—I still do that—I just don’t care enough to fight as much if they don’t get it. Definitely still feel genuinely defeated when truly awesome concepts get glossed over by a client who has no clue what they want.

Cont.

likesmart

Does anyone else feel bad or guilty when they don’t have something delivered on time not because of yourself but client and external delays?

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Anyone having 2-3yrs of experience recently joined Accenture as an application development senior analyst?

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Hi how is HSBC client in LTI ?

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Hey everyone i have joined Accenture as a fresher on career level 11 as a fullstack engineering Analyst. Cleared GFT and all learning stuffs. But i am on bench for approx 1.5 month. What to do?how to get project for base location gurugram or delhi ncr. I get mails but they are demanding 2+ year of experience. Can anyone refer me? I know java , spring framework and started learning react js.

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Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

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

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IAR with 85K in revenue first year in the industry selling proprietary products, no minimum requirements. Thinking of moving to a botique firm that has a wider range of products and open architecture

likehelpful

What’s a topic you know a surprising amount about?

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If you could live anywhere in the US with a young family, where would you live? $, family, friends aside

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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?

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Ran into someone I went to college with that's working at a restaurant, feeling so grateful ???? anyone feel like that when they run into people like omg so glad I'm doing better than you? ??

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I’m five years into this game and I still get panicky before client calls... All calls, really. How do I get over this?

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If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

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Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

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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?

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Currently looking at a sales manager role for a national firm here in Canada. Essentially the recruiting advisors to the firm and then helping them succeed. Recruiting experienced and new.

Pros and cons of this role

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I do not prospect. I open accounts while slamming a revolving door.

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Nothing like some Hans Zimmer to get you in the FKING ZONE

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Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

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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.

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Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

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For all those that have taken on a trainee to team up: what do you think is a fair split?

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What specific tasks do your Assistants do?

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