Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

like
Posting as :
works at
You are currently posting as works at

The green book from nick Murray, can’t remember what it’s called tho

like

One up on Wall Street by Peter Lynch

like

Your money or your life

like

Don’t kid yourself- the client will never read it

Related Posts

like

McKinsey & Company Any advice to help prepare for data science analyst role at top consulting firms (McKinsey & Company EY Boston Consulting Group etc)? Any materials, open source platform recommended to take on freelance data science project? When should I start actively looking and applying? I am a new grad who is working in tech as a marketing analyst I’m looking to pivot to marketing& sales data science consulting next year. Would like someone with similar backgrounds offer some practical tips.

like

Hi Sharks,
Can we move into different project inside HCL? My friend stuck in a project where his skillset is not at all relevant.

Is it ok to do a freelance project daily 2 hours with a permanent full time job .

like

Hi All,
I'm joining EY India Technology Consulting in a week. However, EY is also my client, primarily we're involved in the maintenance of their internal user interface.

I can see a non solicitation clause in my current employer's offer letter than I can't join client within 12 months of my termination.

Are this non solicitation clauses followed in reality? Everyone's has been asking me to chill, since I'm joining as scon, not a manager or with any trade secrets. Opinions pls.

likeuplifting

Loving this new bowl! Please share your favorite business books with me. Topics of interest are personal finance, career, entrepreneurship, and life-work-balance and joy.

like

Hi everyone, I got laid off today and I am now urgently looking for a job. Anyone hiring Please DM or comment with any recommendations. I have real estate and consumer relations experience and I am looking to get into project management.

like

I was hired within the last year as a site supervisor. I did well my first few projects with the company. They asked if I’d be interested in transitioning into a construction manager role. I agreed. Now I still am the site supervisor on projects but I’m also doing all the construction manger duties on the project as well. Essentially 2 jobs for one salary. We have yearly reviews in December but no talks of raise have been discussed. Any help on approaching this to my boss?

like

Any one knows about Navistar Project?

like

I’m working at a small firm that is more like a one-stop shop. We’ve had instances where a client of ours have asked for a deliverable that is outside of our expertise and that we need specialists for. However, the relationship partner (is that what they’re called) for some reason wants everything to go through them rather than having the specialists directly engage with the client. Is there some legal/ethical reason for this? Or is this just an act to protect their turf?

like

As an IT infrastructure i have been tagged un cognizant internal project to support the cognizant owned datacenters VMs and infrastructure.

Can anyone please tell me how is that project in terms of Career growth and learning??

like

Tiger Analytics has started firing their new joineers(freshers) as they don't have adequate projects. I don't know where the freshers will go as they haven't done any project as such.

This is just pathetic from organization. They are just firing people owing to failing a test of certification, for which other company gives 3 trials but they are giving only one try with negative markings

like

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...

like

Hi Folks,

Did anybody in CTS land in Canada with a work permit raised from the project ?

Any recommendations for a book/podcast/self study materials for a new finance attorney? I have no background in finance and was assigned to a finance group. Help me!!

like

I am a VP with compensation of ₹48Lpa in India. Have an offer of €65K in Germany. The German offer is at a lower position and lower compensation as I do not know German (as yet) and senior roles would require client interaction (German clients).

I see it as an opportunity to get my foot into Germany on a EU Blue Card and then look for something better once there.

I am in a non-IT role.

Any thoughts?

likehelpful

how does one make sure the client does not send out an RFP ? I am assuming once u build the level of trust with the client you make it all single sourced and keep the competition out.

like

Any idea about google project in HCL ?

like
like

More Posts

Good places to scuba with lower currency value (cheaper hotels, food, etc.)?

Work for Home... Before Work from Home

Post Photo
likefunnysmart

What to do in Kansas City for 2 days?

Best memes, go!

like

Doesn’t everyone think they’re above average or are there people who actually think that they’re not as good as others? (Specifically in terms of advertising and for creatives)

Okay so for the longest time I thought that everyone thinks like me. (Bad mistake, I know). But a few posts on here have really made me think. So I’d love to know what everyone thinks.

like

Has anyone seen/created any unique media executions or co-branded efforts lately? Client is looking for something "innovative" without explaining how they're defining innovation.

like

Took PTO starting last Monday for a family trip (got canceled bc of covid but kept the days). I’ve worked 8 hours ever day and will Monday and Tuesday of this week. Is it fair for me to be extremely annoyed? There was no talk about getting my work covered and my boss just assumed I’d still lead any meetings I own. Not sure how to handle this 😩

like

Financial services sales interview at Amazon - what are some good questions to ask?

likehelpful

Available freelance. 10 years of experience in communication, photography and Digital Media. First 5 years as a TV host and latter half as a photographer and digital media Consultant

like

How is WLB at Citius tech ? Are we pushed to work over time ?

like

Do we need only HDFC or ICICI salary account in Barclays India or any bank account is fine? I have HSBC bank account but I heard that Barclays has tie up with HDFC and ICICI, hence confused

like

Do you think a teacher dating/marrying another teacher is an ideal situation?

likehelpful

At what age sexual stamina goes down for men?

like
like

Curious to hear from the community, what is the best sales approach for enteprise? MEDDICC, MEDDPICC, Challenger Sale, Command of the message etc. Also, what approach do the major tech companies train their sales team on?

like

My coworker tried to tell me that react is an API….

funny

My utilization is 90% but all of my clients are small jobs. Does that look worse than someone who works on the larger, higher revenue generating jobs with all else equal (utilization/performance)?

like

I am writing this message besides the staff group of EY GDS. Specifically Staff -1 at assurance level. I would request everyone to spare few minutes and read it -

Wanted to bring out that staff-1's are paid peanuts (3.33L CTC) please don't expect them to slog 12-13 hours. They don't have enough motivation or incentives to work that long. Seniors,AM's and Managers should be more kind and explain the work to them clearly rather than making last minute changes.
(More in comments)

likeuplifting

How is the manager role of Deloitte India for analytics and cognitive practice? Anybody from this practice who can help me on this decision please. How is wlb, I know mine is going to be client facing and that I would be expected to do more that just project work but does that mean I would have to work on getting projects for practice or how it will be?

likeuplifting

Can we do External certification in EY and reimburse those. If yes which portal helps in doing that.

like

Additional Posts in Financial Advisors

Best advice when it comes to networking?

like

What do you think of Prudential's VUL policies? Do you think their prices are competitive? What do you think of the investment options inside their VULs?

like

My firm is currently hiring to our financial planning team. We are a rapidly growing firm! Our department has a career path to both the advisor side and corporate planning roles.If you are interested or know anyone who is, please reach out to me! We offer a flex schedule so you must be near one of the geographies!

Locations:
- Torrance
- West Los Angeles/Westlake
- Vancouver, WA
- Portland
- Seattle
- Boston
- Austin
- Irvine
- Dallas
- Houston
- Philadelphia

like

anyone day trade for themselves?

likesmart

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

like

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

like

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

like

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?

like

So the fiduciary rule got tossed yesterday

likehelpfulfunny
like

Anyone here in Santa Barbara CA?

like

If pitching one stock was old school cold calling, what’s a new school cold call like?

like

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

like

What is your go to drink after work?

like

In the middle of creating my new website for my RIA. Thinking of having a money-back guarantee to attract new clients. It would not be tied to performance, but client satisfaction. Anyone done this?

like

Looking for good way to ask long time clients to bring over outside assets.

like

Any South Florida based firms hiring?

like

What’s comp like at Northwestern Mutual? What percent of production do they pay out in the early years and what are the rates like for renewal business? What do they pay on proprietary life and annui

like

How do you say 'No can't do' to your leadership or client?

like

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal