Bank channel advisor here, just wrapping up on my first year. I’ve focused heavily on building a clean book and currently have $60MM, 85% managed. I don’t discriminate and generally accept anyone with $150k+. However, with the recent market volatility a lot of the smaller clients have been calling me fretting about the market. It has really impacted my calendar. I now find myself shifting smaller prospects toward buffered annuities for easier “fear management”. $2MM+ last mo. Am I wrong for it?

In 2023 I'm wanting to help make my management more effective. So, I'm looking for a book or a couple of books to gift my team this holiday season. I would like books that focus on communication and taking ownership. Any recommendations?

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

What are you reading currently, that's related to Product Management. Any book or article? I'm currently reading Measure What Matters.

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

Looking for book recommendations; any favorites? Interested in both fiction and educational/self-improvement (for example, investment / finance books, time management, etc). I feel my vocab is...

I’m looking into exiting consulting and moving into product management. Picked up a few books to read. Would a PM certification provide a lot of value? Any other tips are appreciated! Thank you.

What are some good books to read if I want to learn how to better show up for the team as a manager?

What book have you read that was helpful for your career and/or that you would recommend? Could be a technical book, management, etc. For me, it’s a book I read a few years ago: The Phoenix Project. I never thought I would read and like a novel about DevOps but I recommend it to all my managers.

Has anyone looked into starting a property management business? Repeat clients, scalable, and can run smoothly once you figure out the right team/systems. Any general thoughts and or recommended resources/books? Haven’t done much research...just sharing shower thoughts here

Any good book recommendations for new Managers in consulting ?

Any book recommendations on change management?

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

I am looking to product management from program management, any recommendations on books to read, courses etc

Anyone have favorite management books? New manager here 👋

Hello everyone, I am CA looking to start a fresh innings in Management Consulting role at a Business Consulting Firm as a fresher. Can you please suggest me some good books to read on management consulting to begin with? It will be of great help

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

Hi All,

Moving out of IT consulting to Product Management side in the next couple of weeks.
The new company I will join is an e-commerce division of a leading food retail group.

Any suggestions about books/ videos that I can access to learn the basics of the retail side??

Im moving from core Auto product management role to software development product management role.
Can you please share what should I read to brush up basics on SW PM?
Courses, books, blogs, anything is welcome!
Let's make this group a little active!

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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...

In your past experience, how accurate have you found the ranges for positions on Glassdoor?

Quantum computing. Can someone through some light. Best place to learn more on this

Looking for an job opportunity in GCP(Google Cloud Platform), I'm having 9+ years of experience in the integration services. I'm a Certified Scrum master and Certified GCP ACE and PDE.
Thanks in Advance

Hi folks,
How long jio hr take to release offer after all requested documents sent?
Jio hr not answering my call and email idk why?
Is this normal?

Best pot roast sides... Go!

What's the best area to live in as a young twenty-something female? Want to be safe but also have fun, and good food.

Hey KPMG how is life in the FRM advisory? Got a job offer from them

Got my H1B last year but haven’t had it stamped. Can I still change my company and then get it stamped? Have filled out DS160 and paid stamping fees already. would appreciate any insight

Would you switch out of Advisory as a Senior 1 to work in corporate finance as a Supervisor for 30% more pay?

Anyone from Axtria here,

What will be my salary range 3 years later if my current CTC is 15 lakhs with YOE of 5 years? Tech Stack - BI development!

Anyone else work at a company that has a great pay and benefits, but ultimately dissatisfied because of the line of business? I've come to realize that working at a company, say DoorDash, doesn't really interest me since the product itself doesn't seem to be that interesting to work on. What are some companies in tech that are tackling interesting problems like in health care or climate?

What isit like to live in auckland NZ, what salary range would give you good access to a decent standard of living if you have no family

What are the best and worst career decisions you’ve ever made? 💡

Looking to transfer to Upstate NY due to family in the area and was wondering if anyone had some insight? How are the office dynamics, as well as work life balance??

Why this group is so silent?

Hi,

Need combinations of helpful, uplifting smart and funny.


Please help🙏

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

Anyone working at Barclays Wealth Management in the UK?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

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

Did you join your firm as an experienced hire or right out of college?

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?

Does anyone think there is long-term viability in Cryptos?

Has anyone built a Client Advisory Board?

Best platform/integration from an independent perspective?

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

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?

Long time client with inheritance from Columbia of about $750k. Assets in an acct with his name for about 10 yrs. He has been paying taxes there. Has to bring to US now! Anyone on process, taxes?

If you could go back to college what would you major in?

Any RIA's manage assets through third party agent agreements for 403(b)s? I have a client that has a 403(b) with First Investors and he/she is getting killed with the front-load fees.

Has anyone set up a template follow-up email?

What “hard skills” do you need as an FA? Feel like it's mostly been PPT work and basic Excel (pivot tables)...what am I missing?