At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Thoughts on Jos A Banks suits and general button-up office wear?

After obtaining CIPP certification, I am starting a data privacy practice group at my law firm. I’m looking for tips on how to get started: what are your recommendations for preparing internal documents/templates, staff training, client development and best practices for advising clients, etc.?

If you use your work computer to work on your resume will the firm come after you? What about leaving to work for a client?

Heard from me:

“Oh, junior person, you have edits to the monthly activity report 3 days after your deadline to review the report, and after I sent it to the client? How lovely for you."

Hi everyone,

I’m in a pit of a pickle…I’m leading my very first project (case study) with a team of 5. We’re all in different countries and different time zones 😬

What do I need to include on the project plan/roadmap so there’s a clear understanding of what our goals are? How do I get everything to align for success and how do I keep everyone motivated?

Tips for managing an overstepping translator? Behaviors include insisting to file prematurely and answering on behalf of the client without asking the question to the client.

Hi, I recently moved to Canada for the onsite opportunity of my project but I am not at all happy with the salary paid to me because of high cost of living in Canada and I am currently having a closed work permit.
Is there anyway I can change job in this situation? If not, when can I do that?

Thanks.

How much time wipro will takes to onboard fresher as a project engineer???

Anyone from AMEX project?

Dad got laid off. Drinking got worse. Attempted assault on sis and mom. Had to put up in hotel. No clue on next steps (legal and personal). Project is complete shit show and SM is not getting it. Idk man...

Advice for Of Counsel roles? I am of counsel at a firm where I can set my own rate and keep a percentage of collections, which varies slightly depending on whether the client is one I generated or not. I’m finding that a lot of my work is for firm clients where the lawyer negotiated a flat fee (and the hours worked are less, due to efficiency etc). What is the right way for me to be compensated in this scenario?

Hello! I'm currently an associate consultant in the United States. I was wondering if anyone has any tips/suggestions or referrals for a Project Coordinator or Junior Project Manager role? I'm currently studying for the CAPM exam and will apply for new positions in 2 months or so.

U.S freelancers:

I was assigned a project for a big brand a year ago through a recruitment agency, the brand now contacting me for another project & asking for a quote. What’s the common practice here?

I did sign a contract with the agency and in the freelance handbook it states out that within certain period of time any future projects from the same client needs to go through with the agency. But I don’t want them to take half of my pay check. Help!

Is joining amdocs as java developer is bad ? they said i will be working on legacy systems to make them transform into new tech ? is it true And can we say no to project when joined or change project in amdocs?

How is the dot net work in publicis sapient? Is there any . Net department and team? They have project in dot net?

@publicis sapient

Does anyone have reccos on simple at home teleprompting tech or hardware? Need to have a client record a speech remotely from home for a conference, were editing together a simple video. Thanks!

So, aviation buffs... Are those 30 donated jets actually gonna make a difference?

Will PWC SDC renegotiate if one has another offer in hand?

Hello fishes. Does anyone in this bowl has joining tomorrow in KPMG?

Looking for wedding hair stylist. Anyone have recommendations?

Who is your favorite director you have ever worked with and why?

Honest advice please - do you enjoy this work, and why?

Should I complain to the landlord about the tub not draining in my apt or is this something I should be expected to fix on my own? Feel like lately I’ve been reporting issues with my apt to him a lot. First time renter so don’t know if I’m being a nuisance or not.

What would you like dog trainers to add to obedience classes that would make your job easier?

Any reasonable monthly parking in Midtown?

Any BCG folks out there open to having a conversation?

I'm going to accept an offer that's 150k+🎉 I'm a single filer, no kids. I'll be able to max out: 401k, HSA, but from my understanding, I will not qualify to utilize IRA? Aside from building a 6-month emergency fund (HYSA), what are potential next investment vehicles? I do know I want to start purchasing real estate for cash flow. But what about mega-backdoor Roth IRA? I'll admit, I still need to read more on it.

Just curious what investment vehicles you're using to get to FIRE.

What are your favorite newsletters that you subscribe to in order to stay on top of industry news, culture, etc?

Any insight on Sylvain Labs?

Anyone joining on 22nd or 16th August received any onboarding email for day-1 ?

Ugh FFFFFF*CK just realized in my race through TSA PRE to catch my flight I left my Burberry trench coat. Anyone ever have any luck with getting a lost item back? 😭 pissed at myself

Can someone refer me in wipro, i have a job ID.

Anyone here ever been to RCA? Is it worth it ?

Any advice for someone in the middle of a merger?

How do you advertise?

Anybody have series 24 study materials that they don’t need anymore????

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

What is your experience with The Bill Good Marketing system?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Just made the move from a wirehouse to join an RIA! So excited!

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone use SmartAsset for leads? Any success?

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

Best way to generate leads today?

Are any RIAs charging for maddening 529 plans? If so, how?

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

Anyone familiar with or us Snappy Kracken?

Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff?

juniors, what is your current or past comp split?

Anyone have any experience with xy planning network? Thoughts?