Considering leaving advisor job at Fidelity for ria. In Boston, what firms should I look at and what questions are most important to ask. Also what can I expect to make year 1 vs year 5. Thanks in advance

My confession is that as a young guy, I want us to go back to the office so I can meet driven, career minded, attractive women. So tired of being catfished and all the other BS on dating apps.

Edit: to clarify, I don't mean hitting on women at work. I would just like to meet quality women, and I don't go partying or to bars. It's very hard as someone in their 20s coming out of a pandemic to meet people.

Best SPG/Marriott in Napa?

What are the rankings for top consulting firms in the human capital space? (Big 3, big 4, +++)

Account Director salary range? Looking for insights from all markets

Joining CTS with 19Lpa as SA, will my manager or co workers know my CTC?
If a team has 2 SA, 1 with 8Lpa another with 19Lpa same work experience but lateral entry,
Will the work load varies? Do they assign work according to the CTC???

Hi All, what is the process for id card as a new joiner in CTS

I have an offer from PWC India and a top Indian insurance company. How do I choose which is better?@

How far would market have to dip before your FIRE plans are altered? I feel my plans are pushed from about 2 years away to 6 or so

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?

Breakup etiquette- we broke up and I was supposed to go to his relatives’s wedding in a couple of weeks. I know the couple, not super well, but have hung out and texted individually as well. Should I let them know I won’t be attending and wish them well or don’t reach out to them?

Hi Account friends! It’s the start of a new year and I was hoping you all could share any book / newsletter / blog / course recommendations that help keep you up to snuff. Feeling a bit stale and like the last year has been a tactical grind. I want to brush up on modern thinking for our industry - the latest and greatest marketing books, strategy perspectives, creative self help, etc. to feel more alive as we start 2022.

Comment your favs and THANK YOU in advance!

Have an offer from AWS for an L7 Principal PMT role: $215k base + $275k sign on bonus for Year 1 and $215k for year 2 + 5100 RSUs (@ $130 / share). This is the initial offer; where is there room for negotiation? Base or Sign on Bonus or RSUs? I realize it's a good offer, but I'm looking for: $225k base + existing sign on + 5500 RSUs. Does that sound like a decent counter?

Hello

I am looking for Job change serving Notice period
Qa automation with4+ years of experience

Based in the UAE but traveling a lot to KSA. I need more data than my UAE roaming amount. Any recommendation on eSims bundles in KSA with lots of data? (20-30gb)

In your agency, who owns brand strategy implementation and brand experience across channels (storytelling (communication goals & brand narrative), brand content recommendations, tactic ideation and approach, user experience, etc.)?

What Deloitte approved BDIP brokerage provides the most margin (leverage) for trading?

Looking for used car within $5k in New Jersey/New York. Preferably from the owner directly. Any suggestions?

How do you advertise?

Any thoughts on xy planning network?

Anyone work with Carson Group? If so share experience

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?

Anyone familiar with or us Snappy Kracken?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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...

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

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

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

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

Anybody have series 24 study materials that they don’t need anymore????

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

New to Fishbowl 😁👋 Hello everyone!

Quick question for y'all! Who is the youngest holistic financial planner that you know and/or youngest person you know that's started their own RIA?

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.

Best way to generate leads today?

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?

Any advice for someone in the middle of a merger?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.