Best book you've read in 2018?

I'm not going to get back 5 hours of my life.

Watched "Indian Matchmaking". Full of incredulous stereotypes that I abhor. Indian here, btw.

What movie title would you use to describe your current job?

Does anyone have any book recommendations that have helped them become a better consultant ?

Best podcasts, YouTube, TikTok, or um books for interview prep for consulting?

"Can you make it feel more like blueberries taste?" ACCOUNT TO CREATIVE

Looking for a good playlist to keep me motivated this morning :( I usually listen to Ava Max or something #ADHD is real!!

Has anyone been to a concert in Camden? Thomas Rhett Friday, looking for any guidance on the venue / parking

What are your favorite coffee shops to work remotely from? Open to any neighborhood—I like trying new places.

Sunday mornings are meant for coffee, stretching out on the sofa and “The Golden Girls”.

Anyone up for a virtual summer time meal this weekend?

Book recommendations for Experimentation (for a noob)

What is everyone making for the holidays? Need some inspiration for sweet n savory!

What’s that one song you can’t get out of your head right now?

How did your interview go with JP guys?. Easy? Medium? Or difficult?.. please comment

Natwest group offering 18 lpa for 5 yrs with position software engineer B7.2. Is it good package at this designation?
Having offer from citi group of 17 lpa. Which one to consider?

What would be the Salary Range for AML Sanctions Advisor at PNC Bank

Anyone who interviewed with Chime / moved there , what’s your sense ? Good exit? How’s the WLB/ TC at a Program Manager level ?

Looking for referrals for PwC Australia ..

Hi Fishes,

Looking for freelancing jobs

Hi everyone.

I have 3.5 years of experience as a Quality Assurance Analyst in manual and automation testing. I am looking for a job change. Can someone please refer me to a manual testing position preferably?

Toronto 🐠, how are your firms and teams holding up in this first phase of slowdown?

What is the maximum salary PepsiCo offers to their Associate manager for finance process ?

Hi folks, is pepsico GBS have work from home option?

How are the yearly hikes in pepsico? How much variable pay is guaranteed? Hyderabad location

Wondering if anyone has had experience with the tech excellence program at Booz Allen? I was hired a month ago in commercial consulting and now they are asking me to do the tech excellence program. I read some pretty bad things about it and am pretty confused

How is tech Mahindra in terms of WLB, job security, work culture and appraisal.
Tech - SAP
YOE - 9

Any book recommendations to gift my cousin sister? She studied (masters) psychology and is a trained classical dancer.

Anyone have good books on private capital? Tradtional Private Equity, Venture, Growth, Search - even negotiating in the space. Just interested and looking for audiobooks. Thanks!

Hi Tax Fishes,

Anyone can refer me to Deloitte for A2 M&A Tax Role?

Many thanks in advance 👏🏻

What quirks of your team members drive you crazy? I have a teammate who never silences his phone. He also happens to chew loudly, with his mouth open.

Has anyone in your company heard the word (cross-connect) or (leased Line) perhaps you have heard this from the network team at your financial institution?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

For you guys who run fee based AUM: Do you allow for HH account consolidation in order to let all client's account be billed at higher breakpoint thresholds?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

How often do you check your personal bank account?

Those with rental properties. How many did you have before you stopped self managing? At 2 now and feel like I can do it myself still

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

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

Reading any good books lately? Currently reading Present over Perfect

What is your best practice for taking meeting notes?

Looking for recommendations of any good non-finance books to pass some of the downtime at home

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

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?

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?