Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

6th year - over 2000 hours, great review last year, this year they said will not promote me. They will do a mid year review early next year and if still no good, will discuss “transition” plan. HR said I have until next spring. Sounds like I can stay on payroll for another 7-8 months? Is it real? I have a lot of financial obligations so want to know the worst scenario

What inspired you to pursue a career in your particular field?

Any good recommended books on how to build a scalable product and team? I'm looking for recommendations for two areas: 1) in general laying the groundwork in a startup to have the tools and especially processes in place to scale, and 2) tactical focus on building a SaaS project. I've been promoted into a management role from Dev roots, so need to learn more PM processes to be an effective manager in day job, plus would like to start building my own SaaS solution.

Out of curiosity. How would a company view a potential candidate who has a period of unemployment to study for the CPA. I am considering to start studying for the exam but I know I would need to leave my employer in order to give 110%. I am contemplating the idea of at least passing one part while employed. Then leaving my employer to study FAR. I am considering to leave my current employer anyways, so it’s more of how my future employer would view that lapse.

Hi,
Is python+microservices+ gcp is good techstack to grow?

Can someone give insights about yearly hikes please. I'm joining this month but not sure about growth perspective. 9 YOE , Hyderabad

Currently on maternity leave from a small firm with no may leave benefits. Would love to become legal aid duty counsel to get better with life balance and mat leave benefits for kid #2. But I hear it's next to impossible to get a full time position except by starting on contract. Anyone in Toronto have any insight about becoming a family law duty counsel?

Does promotion happen while you're on bench in IT companies?
Hi All, I've completed two years in my current company and I was recently released from my project and my manager is trying to assign me to a new project hopefully.
My question is, will my promotion happen as I was eligible for the same and I was released to the bench as I'll be moving on to another project soon. Can someone enlighten me on this?

Is an exit to Business Ops worth it? Like, did people who exit to it, are they liking the role? Is total comp good? I'm starting to look at exiting. Appreciate any insight!

New York folks:
Are you aware of the CPA exam credit extension to 2021 for NY CPA candidates impacted by COVID19? It’s on a person-by-person basis and you need to request the extension. Has anyone tried doing this yet? Can anyone shine more light on this? The extension would really help me, but I’m not sure what more to tell them in my email than the fact that I couldn’t sit for the exams this Spring/Summer due to test centers closing in NYC.

My company has grown from 50 to 200, and my impact as an HR leader needs to grow from IC activities (recruiter, hr ops person) to.....hr leader. Any tips on doing that (and doing it well?)

I received my PR and want to start looking for jobs in Canada. Don’t want to transition to current company’s Canadian office as I have burnt bridges here. US Mid tier MBA + 2 years in Consulting contd

Does anyone know how I can get into HR? Particularly recruiting? Is this common?

Guys,
Need some suggestions.
Currently I am working in TCS Kolkata with 6.8lpa, technology - Exchange 2010 (which is already out of support from Microsoft).
I got an offer from Infosys Bhubaneswar with 9.3lpa, technology: Office 365.
My hometown is Kolkata.
Hybrid model is okay for me if it is Bhubaneswar as my in-laws won't allow me to move to a different city. Problem is opportunities are very less in Kolkata and TCS won't hire ex- employees. Should I switch to Infosys or stay back in TCS..

Anyone know any companies or know of anyone that had no direct experience but was hired as a product manager? I have a background in marketing and some technical skills but I have no product experience. I want to pivot from marketing/operations to a product manager role.

How has your comp changed with TS/SCI clearance? After jumping ship? Looking to see if the long term salary increase is worth the clearance.

Can anyone talk about the fixed income research role (Hours, daily tasks/projects, exits opps/career progression)? Is a Masters needed or can you start as analyst as opposed to associate? Any insight is greatly appreciated!

Hi Guys, is Senior Principal Consultant in oracle is equivalent to Associate director in Big4???

I have got confirmation from CBA that I am selected and all the documents are submitted. On the website, my application status is showing as an offer. When can I expect the release of an offer letter. HR told me 3 days back he will be sending it by the EOD or next day but he is not responding after that..

Has anyone changed your project after being selected in Jan. DCA?

Can anyone refer for program manager/pmo role. I have 5 years experience in this domain. Thanks.

Guys off topic
D laptop pickup ke liye formals me jana padega kya

Hi Fishes!

I'm a fresher, placed at EY as a business consulting risk analyst. I will be joining by the end of this month
Would love to hear your experiences, advice, tips and things I can do to be well prepared.

Excited to be a part of this group.
Cheers
Tx

Hey all. Just had a question for any insurance underwriters who work in the states. I am moving down there at some point and I would like to know.. What is the insurance landscape like compared to canada? Anyone working in new York state? Is there a lot more red tape? What is the pace of work like? If anyone is willing to have a phone call that would be greatly appreciated. I am in environmental.

Thoughts on where to buy a cost effective men's suit? Coming in as a first year next month

Anybody have a 39mm Polar Explorer II? Thoughts?

Favorite everyday walking/running shoes for casual runners (~5-10 miles a week)? Im thinking about Brooks Revel 2; found a deal for $80.

How’s wrinkling on BB shirts? Have had issues w CT

What are some of the Studio Works that we can do?

Wish I would stop thinking, I think too much, process things over and over again in my mind, when I sleep it continues in my dreams- no rest.

Are any of you on Lexapro or similar antidepressants? I was just prescribed it for anxiety and am curious how it’s worked for you?

Looking to buy a studio in NYC (~600k). How low should I go below asking price when making an offer (especially given that the price went down 5% two months ago)? I’m thinking 15% below asking. Location is okay, no view, and a month to month renter in place. Thoughts?

For as much as women claim to support each other in the work place, I routinely see you going out of your way to hurt other female co-workers in ways you would never think of hurting male co-workers.

Hello!
Seeking a cw partner to join me at Droga5. DM your book if interested

Nasal saline recommendations needed. Most of the ones I tried make my nose ticklish and make me sneeze

Hi All... Going to join in TCS.. I am having overall 10 years experience and I dont have contacts of previous companies I worked in 2010 to 2013.. Does TCS checks whole previous employment experience.. some companies do last 5 years and some do last 7 years.. what is the policy of TCS for employment check

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

What is the most expensive thing you have ever bought? How much did it cost you?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

What’s your definition of good work ethic? How important is it to you?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

What are some of your “schooling the client” moments?

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Characteristics/actions of the worst manager you've worked with?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

Hey fish: what are some of your favorite business/self-help books?

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. 🤦‍♂️🔫🤢