Do you charge client retainers? If so what do you typically charge? I'm considering using the AUM for the Wealth Management side if a client wants/needs more attention and meetings.

I’m client side at a big-name company in a creative/strategy role focused on content (I set the strategy, come up with the ideas + creative direct them). Trying to go agency but no luck yet. Any tips?

Gut check. On HCP projects, do you find the client or CW suggests what part of ISI per page?

I you get released from and project and you are in pool under a manager but not RMG in tcs ,and you resign so notice period remains same 90 days or can be reduced ?

I am actively looking for PM opportunities. I
have 14YOE varying between Risk/Threat
Intelligence Management (Military) and
Project Management (Raytheon). Currently I'm a risk manager at Amazon (grossly underpaid). I am open for new opportunities.

If I had a dream about my project’s go-live and it influenced a slide I made today, can I bill those dream hours?

Hello!
I was wondering what kind of contractual or other barriers I might face if I apply for one of the big 4 while working on a project with them in my current company.
I am not too involved in the project but I was in a few meetings and went on a field trip with them as well.
The position that I am applying for is in a different team and city.
Will this considered “poaching” if the consulting firm hires me? Would they need to talk to my current employer?

I try to document as much as possible in my CRM. All of my client emails are archived, and recorded to my CRM. Curious how much people document in their CRM regarding conversations and actions taken?

Should I Go Back and Reneg? Recently I was offered a role as a Project Implementation Manager (In Retirement Services) .The salary range for Colorado residents was 65-89K. I’m located in NY so the recruiter said he would try to get me more. Ultimately he came back at 90K which is a bit inline with that I was seeing on Glassdoor but approx looks like I may leave 10-12K on the table. I accepted already but may get an offer from another HR company in account management around 90-100K. Need advice

Welcoming anyone from Project Delivery or who would like to learn more about the PDM track. Spread the word.

I am on a project planning call since morning 8 and everyone sounds like they are half asleep. Why keep such energy sucking marathon planning sessions?

Chances the BA.2 Variant will push back return to office date plans?? Currently set to return to client site for the first time next week.

Best recommendation of a nice restaurant in mid-town to take a client for Lunch?

all - qq I’m currently on an LoA, stuck in India due to personal reasons (on F1 OPT) right now. I have a lot of interest in teaching kids online (coding and such), could I do non contractual job teaching coding online while in India with an indian firm?

Sibling who is a director in aws referred me to a few jobs , have not heard anything in weeks. Is that typical?

I need a job😭😭😭😭😭😭😭😭

After joining with Barclays does it provide an Appointment letter? I joined 2 weeks back but i didn't receive it yet.

What's the biggest stereotype about the marketing industry?

I’m so honored and excited to offer 5 complimentary, one-on-one, 60 minute career breakthrough sessions to the over responsible organizational development professional who is ready to stop chasing permission, perfection and people pleasing and identify what they want and how to get it. Let me know if your interested. It’ll be fun and informative. I can’t wait to support you in up-leveling your career!

I created a macro to help me save time on this onetime task and now whenever I open my excel, a blank excel opens with the name of the macro. How do I get rid of it?

Tough time getting past final step: I’ve been trying to make a career shift for 10 months now and continue to get rejected at the last step. Im confident in the value I can provide and do well at presenting it. However, once it’s comes down to me and 1-2 other candidates, I repeatedly have been turned down for the person who has more relevant experience as they’re a safer bet for the employer. Would love advice from anyone who’s dealt with this before. It’s tough to get them to take a risk on me

Pivoting away from Sales: I’ve been in sales positions for 15 years, and I’m just exhausted by the role (disputing commissions, arguing about deals, all of it). I have a degree in marketing, but I am having a hard time landing interviews since I’ve never had a strictly marketing only role. Can anyone provide any advice, or has anyone successfully moved away from sales?

Hey there - I recently moved from the States. Former PwC, currently in HF space. Would love to meet for coffee or drinks if anyone’s interested

Can someone explain to me what law clerks are in private practice? I'm based internationally but deal with our NY office a lot, and I can not figure out what the title actually means/where it sits.

Hi fishes LTI or Wipro or Harman connected services Please suggest which company is better join. salary offered is almost same. With respect to wlb and job security which is good?

Hi Fishes,

I have applied to one of the roles about 10 days back and I didn't recieve any calls regarding my screening or interview.

Can someone tell me how many days does it take for the initial screening to happen after applying.

Also, how much time will it take for all the process to happen ( screening + interview + final discussion).

Thanks in advance

What are the list of criteria to be promoted to AD?

Anyone have a carry payout model they can share? Trying to build a few scenarios

Junior writer jobs, where are you hiding?

Thoughts on new M3? 😍😍

Bangalore m tip dedo kidhr milega ghar

Currently being recruited for Alvarez & Marsal (Dubai or Riyadh). I’ve checked with my irl network and no one has worked with them before. Anyone here working with or for them who wouldn’t mind answering a few questions related to my proposed function; Strategy & Implementation?

I try to document as much as possible in my CRM. All of my client emails are archived, and recorded to my CRM. Curious how much people document in their CRM regarding conversations and actions taken?

Where do you guys go with new money under an advisory minimum for a year or so? Multiple clients saving 5-10k per month. A sh., C sh., ETF’s, other? Believe it or not, I don’t push WL insurance to all

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

Who’s on your playlist during the late night hours?

Best platform/integration from an independent perspective?

What percentage of clients typically follow their advisor on their own accord if the advisor switches firms? Are there stats out there somewhere? This question assumes no purchase of the existing book nor a solicitation of clients from the previous firm.

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

Is anyone using RightCapital? How do you like it?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Out of curiosity, what are some of your most frugal habits?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

Anyone doing this consistently? Came across a guy whose wife in a facility and he's paying $12,000/month. Insanity.

Anyone use computer glasses to reduce eye strain? Do they work? Any recommendations?

whose voting for Elizabeth Warren next election?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

What are some good networking clubs, organizations, or groups to get involved in?

Opening an IRA for a client, wants their primary beneficiary to be a parent. The parent is a Cuban citizen living in the U.S. with a U.S. green card / legal residency. Custodian bank says client needs to choose someone else due to their Cuban citizenship. Has anyone here run into a similar situation?