At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

I’m interviewing with another firm next week. Has anyone made a switch like that before? How did you do it? I work in a small criminal firm now. Interview is with a same size/practice area firm.

I want to get middle school cert (for ELA) My degree is K-8. My current cert. & EdTPA is K-5. What's the quickest & easiest path to middle school certification?! (I'm in TN, specifically Sumner Co.)

Hello,

Currently, in accenture. I have had very bad billable hours and not much achievement this fiscal year. I am worried of getting fired, so i applied for another job. Got offered may be 5% above my current pay with 5k bonus, but in lower level at Deloitte. I think working lower level will give me more opportunities to learn as i think i have lot to learn. I made decision based on my gut and accepted the offer. I have not talked to anyone on accenture side yet. What you think?

Anyone have experience taking the GCP Machine Learning exam?

What are some typical roles that Digital Producers on the agency side would become on client side? Looking for titles that I could research to determine a move out of agency when that time comes.

Hey Agency Owners, how did you started your journey from freelancer to agency owner?

I’ve worked for many companies involving creative traditional/digital artwork, but my last job threw my health under the bus, so now my current has very little creative work and work with databases..

My question is: what was the thing that helped you get back into a creative job?

Revamping your resume? Personal projects? Starting your own company?

I feel like there are so many doors that are open I just lose steam haha.

What are some common exit opps for strategy (MBB) consultants in London?

New here & looking to break into healthcare consulting. Any places hiring for a background like mine? Have a masters in a health science field, 4 years of direct clinical/hospital work, 1 year of military health work. Thanks!!

I currently work in risk assurance and have a strong background in data analytics. I’m not really sure what my options are looking forward or where to look. Any ideas?

Looking for honest opinions: would you trust career advice from someone who doesn’t necessarily have a background in career coaching but has always been “that friend” that everyone calls for career advice, resumes, salary negotiations etc?
I have a long background in management and have been very successful in climbing the ladder but I would love to start career coaching on the side. Any feedback is helpful!

Which m7s are known for consulting and/or tech as exit opps?

Hi fishes, I got 5+ years of work ex of which 2 years was in domain non IT job. While joining Accenture I was offered level 11 (As SAP functional CONSULTANT) while I believe I should be at level 10. What can I do? Is it that just your IT work ex they consider? Suggest things I could do. Completed 8 months in Accenture now as SAP Functional consultant.

If you start as a Program Manager, how/when do you begin to advise people as a people lead? I’ve heard Program Managers are not people leads. I started lead a team of 3 about a month ago at my current job and don’t want to lose leadership experience but have been told my YOE would map to a Program Manager level at Google.

Any advice or thoughts on the experience required to get hired at Salesforce as a Solution Engineer vs Sr Solution Engineer?

Yoe: 3
Experience type: Functional Consultant

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

I got 50% hike in Infosys however in accenture, I got 20% mid year hike and 30% hike promise in Dec'22 to match Infosys. Should i stay in Accenture or move to Infy? which company is better?

My brother recently graduated high school and wants to work for a year or two before he starts his undergrad. What sort of jobs should he be looking for that could help his resume in the future? He eventually wants to pursue engineering

Hi guys,

Can someone please refer me in Bny, already on notice. Experienced in fx reconciliations and ops control reporting, also have good experience with SQL and VBA.

Work is an emotional rollercoaster - change my mind.

Damn it andrew

LTI or EY GDS
OFFERED SALARY SAME

Hey Guys, What's up? Is Altimetrik is good enough to stay for long time? Joined sometime back still unaware of real truth. how they will behave when we will go through bench??

Hi boys & girls!

Joined a big firm (Big4) not long a go and starting to feel like I got a good grip on my current work.

I've always been very technical, so I think that the only thing I am missing now is making sales. (I really wanna make partner)

Can any seasoned lawyer share tips and materials (i.e. books) which can help?

Would it be a good idea to join a Social Club where potential clients spend time? (gym/tennis/paddel/events)

Any advice welcome!

How did you give notice you were lateraling to people you like? Particularly if you haven't been there that long?

I'm lateraling to another firm because frankly I think the management of this one is terrible, but the people (and individual partners) I actually work with are awesome. I've only been here for about 18 months, so I imagine that short time frame will make it extra awkward 😬

I am interested in getting the AWS Cloud Practitioner cert (foundational). I’m tech-savvy, but have not been involved in Cloud work. Any idea on how difficult the exam is?

Holidays can be tough for our community - I hope everyone is able to find some moments of self-care and happiness today!

Anyone looking for people manager or head of people? 10 years experience in people in start up here

Looking for help/advice for case study interview in consulting firm in Canada. It’s a role in supply chain/retail vertical- I come from a merchandising background in retail

Who are the top players in esg/sustainability services in the US right now?

Any international transplants here? Coming from Portugal!

Just out of curiosity, are any Paraeducators (or teachers) working on transitional goals with their students? I work with the sped population and I just started working with high school student. I’m looking for outside resources to teach my students independent living skills. This is a new area for me and any guidance would be helpful!

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

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

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

Thank you so much.

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.

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

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

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?

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

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

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

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.

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?

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

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such