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?

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

For any of you real estate investors, what tools or sources did you learn from when getting started. Can’t find a mentor currently so want to find some highly recommended books or videos. If focused on the tri-state area (NY, NJ, Long Island mainly) that would be even better. My hope is to buy and rent out a apartment while also owning a house and house hacking that by renting part of it out. Trying to understand all the steps, traps, and how to find if it’s a good investment.

What are some things you guys wish you knew before you started your NetSuite implementation?

I’m at a small company that’s sort of becoming medium sized, and a new exec pushing to quickly implement NetSuite and I just want to make sure we’re not getting in over our heads, he’s trying to get this done within two months

We currently use Salesforce, quick books, and excel, we’ll be consolidating a lot of accounting and finance stuff into netsuite and integrating it with Salesforce

What would u do? 3 YOE HCOL city and I have 2 potential options:
1) move to a boutique healthcare strategy consulting firm in a similar role as I have now (client facing consulting role).. 120-130 base + 20% bonus
2) a product specialist role at Meta (FB). This told role product management, it’s analytics heavy. $107k base, 10% bonus, $30K stock.

At the end of the day, TC for both is similar. As far as exit opportunities I’m not sure what is better, so looking to get other people’s opinions.

Hi Fishes,

I have given my interview in HCL and cleared 1 TP, 1 hcl manager & Client TP and Client Manager rounds .
In initial screening HR told the generic statement of 30-40% and I have given my ask as 50% minimum. After clearing the rounds I heard from the project team that Client has given great feedback and wanted to take me in .
What is the % I can ask in HR Discussion and will they reject in HR if I ask more now .
I have 9.5 years total experience and role is Storage Architect.
Thanks

What are similarities of product management versus portfolio project management?

Hi guys, may i ask how do you guys prepare a creative deck for proposal to a client?
I’m so curious about how other agencies in other countries prepare their deck..
Well, i’m from Indonesia and somehow i believe there’s quite a difference.
Thanks!

Hey everyone i have joined Accenture as a fresher on career level 11 as a fullstack engineering Analyst. Cleared GFT and all learning stuffs. But i am on bench for approx 1.5 month. What to do?how to get project for base location gurugram or delhi ncr. I get mails but they are demanding 2+ year of experience. Can anyone refer me? I know java , spring framework and started learning react js.

Hi Folks, I am working in infy and planning to drop paper this week. As I don't have offer in hand but 90 days NP impacting to get new job. Also my compansation is not good as per exp. So that is the first reason and no new tech learning and project change happening with me. Also in last cycle they didn't give good rating bcoz i was asking for new project ..??
So is sept is good time to drop paper at infy.... Should I dropped or wait ??
Can you guys suggest

Any one know about Emirates NBD client in Virtusa . How is WLB & JOB security.

Do freelance producers have the ability to give “two weeks notice” if they are offered a full time job or otherwise very important opportunity while mid-project? What is standard protocol?

I have offer of 16 LPA from Harman in IRI project bangalore. Is IRI project good? I have also offers from LTI of 17 lpa, Mindtree of 15 lpa and PWC India of 15 lpa. Which one should I go as my plan is to stay for 1-1.5 yrs and switch again?

hey, I joined Deloitte in June 2020 as an GPS SA analyst, I just staffed on internal project only providing me adjusted utilization. Now my standard util is 40 and my adjusted is 105... and this project last in another month... by then my standard util might be 20.. will my promotion be affected by this? My target promotion year on TOD is 2022. My manager said we might sell to client and extend this project in September but nothing guaranteed.

I am defending an eviction for a client who has given possession of the property (as of Nov. 30). Plaintiff’s complaint has one claim – possession. They did request relief for attorney’s fees. NJT/Final Hearing commenced 10/27, was only 30 min and was therefore continued to 12/20. Plaintiff had counsel at that time but they are no longer represented.  I want to file something notifying Court that Plaintiff claim is now moot, making sure that judgment is not entered that hurts (cont'd)..

Best client perk you've received?

Good book recommendations on the basics behind M&A deals and the DD process? Asking for a friend who is looking to start a search fund and has operational experience but no finance.

Hi Partners! Can you share some tips and ideas on closing in on total greenfield hunting opportunities? What have been some of the drivers of your successes in getting deals/projects at a client org where don’t have the luxury of introductions. Also, how did you master this (art) over the years?

It’s my birthday in a few minutes. 2021 has been a terrible year for me. My marriage ended. It wasn’t a bad end though. We are still close, just not romantic partners anymore. The very first dog I ever had died and I couldn’t go see her because of the quarantine. I didn’t get a promotion that I more than deserved. I don’t think I get paid well. Most of my friends moved out of the city and I’m having to meet new people at 32. I love my job but it’s incredibly stressful. I’m terribly lonely.

Trying to get into stand up comedy, any advice? Not sure where to start but am really serious about giving it a shot

Hi Team, I was part of the layoff at Elastic last week. Our whole midmarket AE department was eliminated.
Does someone hire for a midmarket/commercial AE position in The Netherlands?
I am a native German speaker. Of course I already applied via LinkedIn, but I urgently need a new job in January.
Thanks everyone!

Looking for a referral to Deloitte- please PM!

Hi fishes. I am trying to get into PWC in a legal sector (contract management services). I carry 5.5 years of experience. Did upload my resumes to their website but seems they do not review it from there lol. I am unable to get in touch with consultants too. Can somebody please refer me for the same, i hv been trying hard but no fruits. Thanks in advance!

Can anyone refer me for Pune location, I'm having 3 years of experience in vivo as Senior IT Analyst.

Any recs for short term (summer) rentals in Manhattan / Brooklyn? Asking for a friend.

Our company is considering offering 401K employer match. We are about 200 employees venture backed company. We have about 60% participation mostly the non HCEs and only some key employees contribute. We always pass top heavy test and wpassed the 2019 ADP/ACP test. We are aggressively hiring and project there will be increase in participation, particularly if we offer the match. Given this information would it make sense to continue with a traditional 401k plan or go with safe Harbor plan?

Any good side gig recommendations for a main gig Cloud Support Engineering Job

Anyone here engage with Insight for their DGS onsite team? Interviewed a few weeks back and went through 2-3 rounds and haven’t heard anything back yet so jw

What are some nomad options in NY if you don’t want to sign a lease?

New to the bowl and sure it’s been asked a million times but, how is the WLB at MBB? Is it at all manageable? Or do you feel like the job takes over your life?

I’m around 21 weeks and have been dealing with a lot of leg, tailbone, back, and general muscle pain. Since I do work long hours Monday- Wednesday (10hr +) I’m trying find a comfortable chair to switch to. Any recommendations? Currently I’m switching every hour or so between my kneeling chair and standing.

About to file 485 in 3 months, is it worth it to do H1b stamping now or just wait??

I became current for AOS in October and submitted all my documentation, but still no word from EY Law on submitting it. I don't know what to do 🥺

Looking to relocate to the UK from South Africa. Which are the best recruitment companies for roles in financial services?

Anyone else watch Game Changers? Any good vegan/vegetarian meal and snack suggestions for road warriors from good chains/restaurants?

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

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

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?

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

what’s your go to Starbucks drink? I usually do a grande blonde roast with toffee and soy. Looking to try something new!

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

I hate it when coworkers are nosy about my errands. If I have to go to a bank or doctor theyre always asking for details. OMG thats personal

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?

been in Financial services 4.5 years. It has been a struggle and hasn’t gotten easier Just got a job offer from the city. Feeling torn don’t know what to do. Wife wants me to take job and quit.

Booyahh, landed hedge fund number 2 for IPOs.

How do you sell the benefits of managed money to your clients?

Anyone else bring home a lot of stress/anger after a long week? Negative impact on my home life, any advice?

Rookies who made it past the first year and are still in business. What firm did you start with? Are you still there (if not new firm). What would you change if you started again today?

Completely psyched myself out in an interview. How do I recover? I just got so nervous

Why does everyone hate indexed annuities? Who would turn down the potential of 12% annual returns with a guarantee that they can't lose any money, all for free and even a bonus?

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?

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?

Has anyone had success with FB ads? What topics work best?

What is your best practice for taking meeting notes?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?