Currently work with providing investment services and advice to defined contribution and define benefits plans. OCIO relationship with some clients. Would this count towards the CFP work experience?

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Specialist vs Generalist?

I’m starting my career in TAS, and have an opportunity to join the healthcare team at my firm. I am thinking of taking it, and wanted to crowdsource some more pro/cons from seasoned hc professionals.

A big pro for me, is there is a big in-office representation for the group, and with starting my career and a hybrid WFH model, I think it would be advantageous to my learning. I do have an interest in the industry, but have some apprehension in specializing too soon.

Flexible Compensaton Plan-1: Option includes components like Meal Vouchers, Conveyance, NPS, LTA, Medical Reimbursements etc.
How much amount for medical reimbursement will be deducted monthly? CGI

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

Hi Guys,
I have an offer from NatWest with Bangalore location. Any insights relating to Cab facility, Wfh option and food and any other benefits they provide

Hi fishes, i am in new in EY GDS, can anyone tell how tough is to get EY badges? And what are the benefits of having one of them?? EY

Hello! I have 9 years total of healthcare experience and 5 years of that I was a Residential supervisor for a brain injury rehabilitation. I don’t have a degree only college credits I’m trying to obtain a Psychology degree. I’ve been applying to countless jobs on Indeed and barely get an call backs for an interview. I’d say out of the 50 jobs I applied for I only got 4 interviews. Is anyone else extremely frustrated with being out of work? :(

Paternity leave as per Accenture policy?

Currently in a full-time position as a BA in healthcare domain. Want to go into consulting, prefer finance or banking domain, but open for anything besides healthcare. Any suggestions? Thank you!

Freelance account work - has anyone had success with this? If so, I would be interested to learn the nature of what you found (new biz, maternity leave, etc) and how you marketed yourself. Thanks!

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Are there actually Case Manager positions that are available to other healthcare workers who aren’t RN’s? If so, could anyone please suggest such employers… (thx in advance!)

Does anyone in this group have experience working both at Deloitte and as a GS? Deloitte’s benefits seem to be on par, if not better. Can anyone confirm or give insight?

We are looking to hire a FTE for systems integration. We are using Mulesoft as an IPAAS. I’m part of the hiring team. The pay is 6 figures it is fully remote, the benefits are insanely good and it can be your second job if you are very good. If you are great, it’s probably 15-20 hours of work per weeks. If you are good enough, I will even cover for you to coordinate with your primary job. DM me if you are interested as I’m tired of the crappy recruiting company we are contracted with.

For those in Houston, how much of your deals are outside of the O&G industry? Considering a move for living purposes but I’ve mainly worked on tech deals and not sure how transferable my skills would be for an O&G/Healthcare industry.

I feel like as an industry we have a really fucked up business model - the concept of scope of work seems like it makes little/no sense anymore. Is that just me or

Looking for opportunity as oracle SCM functional consultant with 2 YOE . Also worked on ERP implementation for 5 years. Total YOE -7. Ready to join immediately. Please let me know for any referrals. NTT DATA Accenture Oracle

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

Anyone here moved from EY to Accenture? Curious to know how was the shift, pros and cons for each company, any regrets? Waiting for an offer from Accenture but very conflicted on whether I should leave EY. Been there all my career and going to be a big jump.

Anyone transfer from big 4 to GT? What was the raise they offered you?

Weird question- or confessional (unsure tbh)- do any of you ever play hooky? I billed all weekend (7 year atty in ID) and today is wicked weather in the south so I’m “wfh” but not really. I didn’t have time for Sunday scaries but now I’m having Monday guilts, as I cope by watching my dogs sleep and watch the GOT prequel out of the corner of my eye while going through emails. It’s not a monthly thing but I’m just tired. Thinking it speaks to my immaturity and hopefully not my job trajectory?

Can anyone suggest that how to download infy me in ios as i am not able to find in app store

What do you do on a slow day? are you the type who finds a way to force productivity and initiate something useful for the greater good of the agency or do you embrace the downtime and chill?

Is Scaler Academy good?
Can anyone please let me know?

Best thing you have for hobbies or fun time?

People who send the skype invite separately from the original event 👎

Which Job Offer Would You Pick? I’m fortunate enough to have recently received 2 job offers. Which would you pick based on the following information?:

Job Offer 1 - Salary: 10,000 more per year than Job Offer 2, less PTO than Job Offer 2, better work place culture

Job Offer 2 - Salary: 10,000 less per year than Job Offer 1, more PTO than Job Offer 1, better benefits than Job Offer 1

Job duties are comparable. Feel free to ask questions to help you decide! Thanks for weighing in!

Anyone have good book recommendations on people management?

Anyone here has insight into salary range at Guy Carpenter as an senior analyst?

When is a good time to join a nonprofit board? Don't want to lose touch with my ideals but also don't want to stretch myself too thin too early

What are some blogs, websites, newspapers or magazines that you guys read to keep up with this industry?

I’m feverishly looking for a Advisor Mastermind group to join, and am struggling to locate. I’m an advisor in Northern NJ. Any advice on where and how to find one is greatly appreciated.

Does anyone have any insight or feedback in regards to working at Fidelity?I keep getting approached for a job opportunity, but there’s no pathway to build any equity there in terms of building a book

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Interested in creating an in-home workspace. Any suggestions for monitors?

Can a firm try to charge you for advisory fees when you leave for another firm?

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Dumb question: can I set up a solo 401(k) through my RIA? Or does that type of account always go through a B/D? Cont.

Does anyone actually like this job or is it simply a paycheck? My vote... paycheck

So I just had my first honest conversation about going Indy. I’ve been here for over a decade and run a solid business. Will gross a little over 650k this year, and nothing is really wrong. Continued

Does anyone use Voya Select Advantage Mutual Fund Ira platform?

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Does anyone use MacBook for work? Does it work well with excel?

What do you kids like the most when using "Riskalyze"? & What's your least favorite piece of the technology?

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

If you offer to meet on a weekend/day off, how do you dress? I feel like it should be acceptable to dress casually but also feel self conscious that I’m not portraying a professional image.

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

Lots of RIA’s are hiring salaried advisors. What’s the average salary for a salaried advisor position?

Does anyone use Skype for client meetings? I have some out of state clients and I would like to email docs then review face to face if possible.

How should a new young advisor prospect if they don’t have a network.