Besides buying a book if budget doesn’t get in the way what are the best ways to prospect and bring in new assets? Looking to grow.

Pretty sure everyone knows I’m stoned rn

I have recently given interview at Microsoft.
HR provided the feedback as I am not rejected bit not fit for the role so they have put me in talent plus pool. What should I expect next and does this mean that I may get the offer ?

Hi all,

What do you think is a bare minimum CTC required to sustain a good married life considering life in a metro city. I do earn about 15LPA. So how much should. I look for in a guy?

I am financially secure (husband now has a high earning job) and looking at what options for "moon shots" at chances of real wealth generation with my years in Big 4 (10+). Month to month cash flow isn't a concern anymore so i can focus on opportunities for bigger pay days. Ideas from the hive mind?

At 29 weeks. What are the things to start doing now? Feeling a bit anxious about the closing D date. How can I be better prepared. Have already signed up for birthing classes in Sept and am doing prenatal exercises.

Mute button horror stories.

Anyone interested in taking a walk in the park this upcoming week?

If I have a six year old and 150k in a 529, can I say I’m done?

Tax question: married filing jointly for 1st time next year. Company recommends/requires me to fill out its tax calculator. Is this required? Can I just leave it at 0? What are implications if I skip this exercise? Overpay? Underpay? Enough to maybe have a penalty? Me and wife are ~$250k/$150K=$400k total.

Hi Fishes, Wanted to know the work life balance and culture at Fractal Bangalore location . Got offer as an Analytics Consultant in the SupplyChain team. If anyone worked in the past or currently working please comment and hit the like button too 🙏. Thanks in advance ☺

Wow this bowl is dead...no one single in La?

Hi all! I’ve been dating my bf for about 4 months now and there are some things he says/is into that make me believe he is either Bisexual or has gender dysphoria. I could really use someone’s advice who has a similar experience like this. Is anyone willing to chat? I just want to be supportive and helpful.

Any tips on how to deal with this…my entire team was let go today (was 5, now just me). We functioned as the Marketing team for 4 brands and primarily focused on product launches and sustaining social media content. My plan moving forward is to only focus on the top revenue driving product launches for now and say “no” to basically everything else. Would love to hear from anyone who has been in a similar situation and can offer some advice.

Asking for a friend: Looking for a referral to KPMG Advisory - Federal Healthcare Policy. 7 years exp + MPP + currently at BAH. Let me know if any fish want to bite 🎣

I have an interview for a financial advisor at TD any tips would appreciated on nailing this interview. Please also tell me about negotiatiating a reasonable salary for the position

Does amex provides Night Shift allowance for folks working in Night Shift??
Amex Gurgaon

Hi,
In GPS, i see two asset tagged to me. I don't know why 2nd asset is tagged to me. Can anyone suggest what I should do? My LWD is near and I don't want any wanted issue due to all thsi

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

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

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.

Anybody familiar with the Fisher Investments sales role? They give you a salary first 2 years plus commission, but the only thing that I don’t like is they no longer pay the trail on any account you open after 3 years. Just wanted to know if anyone knows anything about their program and if the FA’s are really getting THAT many leads to justify that comp plan.

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?

Best platform/integration from an independent perspective?

For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

Sometimes I feel like I am a drone that just works all the time and I have no friends.

I just finished the book I was reading. What should I read next?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Looking for an investment that will produce current income and has a small minimum investment size. This would be for myself just to have more income. I'm willing to take any amount of risk

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

Anyone working at Barclays Wealth Management in the UK?

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

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

Best technology to use that LPL has?

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

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?