Best way to generate leads today?

healthcare promotion from EM to SM in your firm? trying to calibrate expectations....

Why are read only documents called “riders?”

Friend asked to buy my SPG/marriott points. How would that work hypothetically? $0.027/SPG , $0.009/Marriott? (According to Points guy) & transfer to their account?

Best weekend getaway places around Denver? Town/city? Activities? Open to anything outdoors ish

Anyone see a big discrepancy between GTMetrix and Page Speed Insights when testing the same site? Annoying to say the least.

Has anyone been able to get the LVxNike sneakers today?

Moving to NYC from Australia.
Want to know what to expect as an Account Supervisor.
5 years exp across local and intl brands, the kicker is that its been in brand partnerships, and not ATL.
Thoughts?

How do you deal with colorism that promotes diversity and inclusion in the workplace?

Hi Fishes,

I am looking for referral for Data Science position.

Tech Stack: Machine Learning, Python, SQL, Snowflake, R, MS Excel, ETL

CCTC: 4.51 LPA
Total YOE: 7.5+
Relevant YOE: 1.5+

Thanks in advance.

I think people who “kiss” their dogs/pet on their mouths are disgusting

Can someone share the link for the singles bowl tyyyyyy

What's the salary for a technology risk consulant ( Entry-level) at KPMG Ottawa?
Recruiter reached out to me. I have no experience; this is entry level. Am a recent graduate with a business degree.

Coming from a family of immigrants and being one yourself, does anyone ever feel a sense of guilt with your success/salary versus your family members? If so, how have you dealt with this? Any suggestions on how to deal with it internally and emotionally?

What would be the expected salary in India for PhD in materials engineering with 4 years of experience?

I’ll be taking a look at all the recent SPACs that had huge runs. The plan is to watch for momentum to start fading and play some puts at or around merger votes. A lot of these plays are priced to perfection on revenues 5+ years away. Will some make it big? Yes. Will some fail, yes. Also starting to watch the warrant exercise requirements. All of these have huge supply coming to market and I plan to be on the other side of the retail suckers

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Anyone use SmartAsset for leads? Any success?

Any advice for someone in the middle of a merger?

Texas FA’s when is your office re-opening?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Has anyone used Smart Asset for lead generation?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

Do we need to do anything special to accept international investors?

What is your experience with The Bill Good Marketing system?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

What’s it cost to work with an attorney when leaving a firm?