Do any of you have clients with investments over $10 million? How would you guys handle a client with this amount of money? Would you look at SMA's?

Hi Fishes,

Do these 2 points in the JD allude to modelling requirements?

• Prepare transaction specific and marketing materials (teasers, information memorandum, pitch books, corporate profiles, and industry data and analyses)

• Perform in-depth company and industry research supporting specific client engagements and marketing opportunities

Traditional or Roth? 401K or IRA? Factors to consider? Eligible for any above (income/age) and want to maximize value through tax/investing strategy for retirement. In early 30’s $100-125K income.

Hi - any good books recommendations for getting started on real estate investing?

UK - thinking of a buy to let in either Birmingham, Liverpool, Manchester - any recommendations on either /areas where you can get something under £140k.

First time landlord, tenants paid rent for the first time since moving in (as in not first month/security deposit) and they paid on time! Feels so good! Looking forward to buying SFH number 2 in a year or so

I just received an offer to lateral into banking. How does independence affect the stocks I currently own? If I join and my stocks are on a restricted list will I have to sell them? Or will I be limited to being unable to buy more/sell any during the course of my employment.

Is there an easy way to switch XLOOKUPS to INDEX MATCH? Have a large file with bunch of formulas that don't work on all client machines (different excel versions).

Is anyone investing in liquid funds? How do they benefit and what are their returns?
Recommendations are welcome.

Round or exact numbers on banners/LPs? I was curious about this since in negotiations for example or pricing it's better to have the exact number. But if you have a case study, for example, is it better to say "Client X increased their revenue to 1,000,000 ARR" instead of "Client X increased their revenue to 987,500 ARR" ? Anyone has seen any impact on conversion rates?

What’s the fastest WI-FI provider in Austin? I have Spectrum abs it’s not fast enough for my house of 5

Where is the sustainability sector headed in the Middle East, project wise?

Hey 🐠, I’m looking to purchase my first rental property in Charlotte, NC at the end of this quarter. I’ve been thinking about it for the last two years and finally am ready to bite. I have $25k in cash saved up. Any resources you all can point me to so I do this right? No one in my family owns property so i am the first to embark upon this wealth building journey. Any advice will be greatly appreciated.

Which consulting firm has the best 401k match?

Anyone else pretty terrible at managing their own finances? I have an embarrassingly little amount of cash saved.

How do you say 'No can't do' to your leadership or client?

What is project specific BGC in TCS?

Anyone else find themselves getting extremely stressed at work during pregnancy? It’s like my emotions are just off and I get so stressed so easily. I want to be calm for baby but it’s hard to not get worked up!

Do FAANG recruiters give chance to domain switchers? Eg account management to product management or product marketing if I invest in a suitable crash course to indicate interest and passion?

How much time does it take for HPE for offer letter?

Any idea of annual increment% in Maersk?

I think I strained or tore a quad muscle while doing split lunges. Any tips for a speedy recovery?

Anyone want a referral to equinox? They’ll waive the initiation fee

Does anyone use any draft tools that update in real time during your draft?

Hi All,

I am working in Internal Audit domain. I want to change my job profile. What should I do?

Hi Fishes,

I have got offer from CTS and doing pre-onboarding formalities. As part of BGV the are asking to fill HR Manager name and contact numbers. How we can fill that because my previous company is HCL where the HR people are keep changing & @they don't even respond to their employees. Also, we couldn't add their phone number as well. How to proceed with this as this mandated for BGV. Any one please helpout.

Has LinkedIn apply helped anyone to land an interview etc.? If not what according to you are some of the best ways to land a job in your company of choice or bette yet what has worked for you?

What is the starting salary of a Sr IT auditor in industry?

Light grey suit with white shirt or light blue shirt for wedding? Happy Friday 😂

Accenture is always looking to hire the best cyber secuirty talent. Msg me privately if you're interested in an opening on the Accenture Careers website for a referral.

Hi fishes,

I had actually applied through a referral to Deliotte for Fx settlemets position. I got a call from Hr asking for CTC and notice period. Haven’t heard back since 2 weeks. Does it take long for them to schedule a interview or what could be the case?

Best prep material for cissp?

Honest thoughts/opinions about 22squared in Atlanta? Is their money where their mouth is, or are they all (over-)hype?

Hi Fishes,

I have YOE : 9 yrs in Dynamics 365 and my current CTC is 28LPA.

I wish to get insight from the community whether the package is good or I lagging behind?

Help! With the season change my face is so dry. Even after moisturizer it looks like my foundation was applied on top of snakeskin. Any suggestions for moisturizers or something else to help?

How do you say 'No can't do' to your leadership or client?

Any ideas for creative ways to prospect to large numbers of people that require little to no overhead? I’m thinking seminars or workshops that don’t require paying for meals, mailers, or ads.

What time does your alarm go off? Mine is 3:55 or 4:20. (Exercise)

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

Do you know any colleagues who took an extended period of time to just travel the world? What are they doing now?

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

Anyone knows about the base for chase PCA?

Looking for good way to ask long time clients to bring over outside assets.

What is the most uncomfortable thing you've ever done in your career that, looking back, you're extremely glad you took the leap and did?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

What are your goals for September? Personal or professional.

For those who have worked with the federal marketplace, is anyone aware of a strategy for marketing directly to soon-to-retire federal employees?

Which group would you see as the most profitable?- Teachers- State Troopers- MBTA / Railroad guys- Mid Market Business Owers?

What do you do when your client doesn't understand OR appreciate your work?

Studying for my 7. ExamFX or Kaplan?

What time do you get up in the morning?

Shaq is on the board of Papa Johns ??

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

What motivated you today to make the calls?