If someone has 10+ million at Fidelity in an IRA with a semi-local advisor. What does that portfolio and relationship look like? Are fidelity advisors full service or brokers? Any planning going on?
How is your district implementing school reentry? How are you setting up your classrooms to meeting social distancing while still allowing for free play?
Which one to choose from below:
1. Publicis Sapient
2. Hexaware Technologies
Tech Stack - Salesforce
YOE - 6.7
Note:- Each of them paying similar.
Missed submitting my timesheet by about an hour. What happens if you don’t submit it on time?
Is becoming a CFP worth it? I’m considering going for it. I work at a family office and am already a CPA. Want to learn more about financial planning and think it may help market myself. TIA!
Being a solo startup founder vs being a co-founder with equal voting rights. What are pros and cons?
How much do VPs/equivalents at big banks make? Talking Morgan Stanley, JP Morgan Chase, Wells Fargo and such. Ballpark figures would do. Thanks.
Has anyone joined in Capgemini India (Hyderabad - base location) Capgemini could you tell me if u have recieved your laptops ?
Hello fishes, I am selected for brillio, can anyone please help me with the work culture, career growth and how the learning curve will be here Brillio
Anyone currently work at Siemens PTI? Considering a jump so was curious if anyone had any insights on Work Life Balance, type of work, etc.
Seattle is a miserable city for advertising. I need to move ASAP before I go insane but I'm not interested in NY. Any suggestions for cities doing awesome work?
Does TCS revise offer letter before 10days of doj..Also how shall i approach my HR in this scenario.. Any help will be appreciated Tata Consultancy IBM Cognizant
How busy are the Big4s in the public sector in Toronto and Canada overall? Any layoffs or are people fully utilized?
Agencies that hire international folks? (Mid- senior level) I know it’s subjective and depends on your book etc but some straight up ghost you after they realize you don’t have an American passport.
Did the spg nights / points move to Marriott as part of the merge? I don’t see spg points in my Marriott account
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Has anyone, or does anyone, work on retainer? I am considering offering financial planning on a retainer basis (in addition to some of the other FP services I offer)
Best headphones you suggest and price ? Looking for noise cancellalation, gym. $300 on Bose worth it ?
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
Changing firms new form requires my S7, if I open my window at current company and resign before I've taken my test, (to get license transition started) will my window remain open allowing me to..
Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.
Is mortgage or lending a big part of your practice? I’ve managed to get tons of AUM business by starting with lending
What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?
Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
Anyone work at PNC bank as an FA? My nephew is thinking about taking a position there with 4 bank branches. Is it a good gig?
I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.
What are some blogs, websites, newspapers or magazines that you guys read to keep up with this industry?
Anyone being told to work from home Monday?
Working for a wealth management team with +1B in AUM. I do business development,portfolio analysis, and client service. Currently feel I am underpaid and was seeing if there are any good comps or suggestions for negotiating. Thanks
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My wife doesn’t even know 😉
Sometimes I regret telling her 😂
Absolutely. You never know when that information will make its way back to a client or center of influence. Only my husband knows.
Yes. Only person that knows how much I make is my wife. If a relative asks, I just smile.
Yes it is , I don’t like to tell people what I make. Only my wife knows how much I make.
Very much private on what I make. I still get annoyed every time they blast my production at Summer Regionals.
I did when talking to non FAs after I crossed 250k. When talking to colleagues; no.
Not something that I discuss with anyone outside of my wife.
I do my own taxes for this reason. I don’t want it getting out how much I make
Yes it is still taboo. A few very good friends have told me what they make but they know better than to ask me and I know better than to tell them
Does anyone tell others about how much money they manage? An approximate income could be inferred