Additional Posts in Financial Advisors
I have cleared the interview with Microsoft and HR confirmed that I have been selected, but it's almost one month since I haven't received the offer letter from them. Usually how long the process would take?
Hi. Anyone there?
I only have 3 months of exp at a small agency doing search and my supervisor left for another role last week. I am the only one here who does search and they haven’t hired her replacement yet. 😰😰
What is the biggest challenge and best route to take to transition from accounting(Financial accounting services) to Finance?
Why NTT DATA is taking so long for salary discussion after selection in the interview ? Any idea ?NTT DATA
What is the difference between a Staff Engineer and a Lead Engineer? Is one better than the other?
Fish, would you say being able to put furniture together at an expert level is considered handy, I do other things as well but my fiancé says putting furniture together isn’t considered “handy”.
Hey Moms! We’re starting fertility treatment and the bills are pricey!! Looking for some freelance Social Strategy, social channel management or community management work/projects, to help pay the new bills for a few months. I have 7+ years experience, currently work on national brands in the food & DTC space.
I’m taking out $100k in loans this year to pay for my MBA (tuition, fees, living expenses). The loan is being disbursed all at once even though I will spread the expenditure out over months. Should I find a HYSA to park it in? Dont want to put it in stocks because I need it shortly down the road. Any other ideas?
Why is it really hard to get into the FAANG companies as a Technical Program Manager? Despite having proper coding skills? I have a feeling that these companies don’t prefer consulting exp at all.
How to approach the conversation with your partner about transferring service lines.... when he’s lost 2 seniors in the last month. SOS
What is the default medical insurance provided by DI. Is it from a private firm like Bajaj . What is the maximum topup we can opt for which can include our parents as well.
Any openings for freelance senior UX?
Looking to unlock DMs and based on previous posts, dog pics are a hit at getting enough likes to do so. As such, see below for a ridiculous pic of my dog:
Additional Posts (overall)
Was told today during a feedback discussion that as a woman in a male dominated industry I have to smile more and watch my tone...
Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.
Sitting or standing desk?
How I in the world do people question our fees and not a real estate agent? I understand that there was a time when they busted their butts combing through piles of paper to find a house or sell one..
Interns - What do they do for you?
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Do you use a TAMP in your business model? Looking to incorporate some in my business model with clients that have a balance of over $1m. Any good ones that you guys use?
Not sure how else to ask for referrals from clients but am in a stage where I really need some. I feel like I bring it up when we meet with clients and it produces nothing. Continued...
So what's happening with blockchain - when is it gonna be mainstream? If you use it, how are you finding it?
What’s the best way to make an initial introduction to a new client when you’ve inherited a book of business? Do you ask for an intro meeting?
Does anyone have experience with AssetMark, Morningstar or SEI advice/fee platforms? We're currently reviewing each of these and would like to obtain perspectives from other FAs
What is the best way to leverage knowing multiple languages as an advisor? How has knowing multiple languages benefitted you in your career thus far?
Do you ever feel that your appearance or the way you dress actually cost you some opportunities in networking event?
Has anyone actually enjoyed success from social media/digital advertising campaigns with regularity? So many lead gen companies have popped up lately. What is actually working for you all?
Is it normal as an associate to sit in meetings and have nothing to contribute? I feel so useless sitting there and not saying a word.. any tips on being more useful?
Does anyone feel that this career holds them back from starting a family? I’m not quite ready to start one, but I worry about how I will
Does the fee based model ever bother you? Why does a client with 800k pay twice as much as a client with 400k for the same amount of work?
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