Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

So...I started my own company in 2018. Things went off like a ROCKET. Its a small Remodeling company and we specialize in higher end bathrooms and kitchens etc. I love working with my hands. I also have my education though and...I am going to return to tech work. I just wonder..when is enough enough? When do you pull the plug?

What's your career path? I know firm life, govt litigation, or in-house arent for me, but I do like clerking for a Justice. I guess my question is, are there any other options aside from the first 3?

I have 13+ yoe in java, springboot, microservucrs, which cloud I should learn aws, azure or gcp

Anyone gone from PA to CBRE ? Do you like it ?

3 YOE in M&A consulting. Interested in education consulting for high school and higher ed. No idea if this is a feasible path.

Any firms I should look at? NYC based.

Also - is the salary for these types of jobs significantly less than management consulting?

How feasible is it to transition out of compliance into legal practice?

I currently work in Transactions Tax but I am keen to move into Corporate Finance or FDD.

I dont have any prior Audit experience so I am just pondering how realistic my aspirations are given my tax background. Can anyone advise as to what would be the best route of transition?

Thanks

Hey there! Does anyone have leads or advice for pursuing remote internship or employment opportunities in IT while in college? For reference, I am beginning my sophomore year in college with 3 majors within CSCI and am working on attaining my A+ certificate then my Network+. I am partaking in a network infrastructure internship position right now for a large lending corporation (my only internship thus far). I am unsure if I want to continue with infrastructure or software. Thank you in advance!

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

Hi fishes,
Need your suggestion
I've 3.9 yrs of experience as QA Manual+Automation.
What kind of certification can i do which benefit both me and the organisation for the appraisals.
Also which courses website are good in terms of certification and understand the concepts.

I’d like to one day become a PI at a research university. What can I do to set myself up for that path as a first-time research assistant?

Fully expect this question to generate a lot of snarky replies but: what types of non-M&A roles could I pivot to with 10 years experience of PMI/execution work (consulting+industry)? I’m tired of deal work.

Hi fishes,
I need your valuable suggestions from your rich experience

I am going switch my tech into Java development. I am having around 2 yrs of experience in Database.

What are the skills you expect from 2 yoe java developer, which skills I should focus more so transition won't seem too hard.

Note: I am going to join as experienced guy only

please give me your suggestion. It will help me a lot to work and gain those skills now only before switching.

Thanks a lot.

Can someone pls explain the current designation hierarchy in mastercard like level 5,6,7 etc?

Has anyone shifted from design to copywriting? What did you do about your portfolio?

What are reasonable exit opportunities from transaction advisory/fdd? I am considering a position in this but am concerned with getting stuck too far down the road.

Today I joined the JPMC mumbai and got the offer from UBS Pune, both are providing the same package.
I want to work in pune, what should I do?
Leave the JPMC and join UBS

If you were just starting out your legal career (as in Jan. 2023), which area of the law would you specialize in? And, why?

I’ve done PI work my entire career for over 10 years. I’ve worked in state and federal courts and I’ve traveled around the country doing MDL work and bellwether trials. I’ve had a lot of success making the idiots I’ve worked for wealthy, but I’m still waiting for a moment where I enjoy what I’m doing. I feel stuck working in dysfunctional plaintiff firms/cultures. I hate this profession/career more and more each year. Has anybody been successful breaking off on their own in recent years? Advice?

Anyone know where to find consistent, decent indoor pickup runs for basketball in the city? For post-covid obv, but wanted to start thinking about a gym that wouldn’t break the bank. Thanks!

What do you think about Netflix and Disney? Netflix I bought it $176
Sell ??

Disney I bought it at $540
Sell?

Mid-level associate at a mid-size regional insurance defense firm practicing coverage litigation. Salary is capped b/c my firm only does I.D./coverage and has no direct-hire comm clients. Second round of interviews with a comm lit boutique where I would be the only associate with 5 partners. Other than partner track, salary/benefits, and switching from coverage to general comm lit, what qualities of the move should I be thinking about as I weigh my options? I've never worked at another firm.

Partners, when do you think informal communication regarding new PPMDs will start trickling in?

I just got engaged on Sunday (!!) and my ring is just a little big. I’m reading online that most jewelers won’t resize a rose gold ring. Has anyone had any issues with this? I could go back to the family jeweler who designed the ring and would do it for free but the ring was designed in Michigan and I live in Chicago. Is it worth it to drive to Michigan to get it taken care of there?

How to deal with burnout? Been working 13 hour days with little end in sight.. holding out leaving till a move

What are your thoughts about a transfer from the US to London? Is this something EY will allow? I am a Manager in Data and Analytics, a SMR in Adobe Analytics. Do you have many Adobe Analytics projects?

Hello everyone! Would anyone be up for meeting? Perhaps a group outing?!

Tricare Q:

Vets using Tricare with a family. I’m out and can use Tricare with the VA, but my wife and I each use our company offerings for our family; which obviously come at cost. Is it worth it to switch to Tricare? Has anyone done this and can share details? Positives/negatives?

I love my job and the people I work with, but lately I've been feeling like everyone else has more flexibility in their schedules than I do. How do you find time for yourself when there's so many meetings?

Hey all. How is the work culture in Nagarro for Bangalore location.

Is Senior Staff Engineer in Nagarro is Associate Architect role?

Got offered 115K with 25-30% bonus for a fund accountant role with 3 years of public experience. Is that normal? Seems like really high. I live in NY to clarify. Combination of Big 4 and midsize experience. What’s the normal salary range for ppl in that range?

Any thoughts on plaintiff side bankruptcy law practice? Growth potential, pros/cons? Interviewing with a firm doing ch. 7,11,12,13.

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

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

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?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What’s the strangest, weirdest, funniest or craziest thing you’ve ever seen door knocking?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

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?

What is most people's process for updating their client CRM notes? I have become a bit lazy with this process, and am just curious how other people do it.

My best ideas and improvements come from client critiques but usually from clients I'm close w/ give honest feedback and criticism. What and when do you ask for feedback?

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

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

What is your go to watch in the office?

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?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

What are some telltale signs that someone is not genuine?

I have a hard time waking up no matter how much I sleep. So I usually spend 30ish mins on my phone reading articles till my brain wakes up but looking for a more productive morning routine. Any tips?

Gotta love the "Pls do" requests on a day when everyone else you know is at the golf course

Booyahh, landed hedge fund number 2 for IPOs.

Who’s working away from home remotely? What’s your setup?

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. 🤦‍♂️🔫🤢