Do you guys leave out reading material for your prospects/clients while they wait in your office? Thinking of magazine, newspapers, etc. to keep them occupied and make things less awkward

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Nothing Financial

Wall Street journal

Sports Illustrated and People but I don’t make clients wait in the lobby very long

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How is job stability at C1-Architect level in Wipro. I have 12 years exp and will join for skills as Java Full Stack.

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Stock index futures had a wild overnight session. I was accurate with regards the wedge. The size of the wedge threw me So, I got stopped out. Now, I am short from 42 for a move lower to the bottom.

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My trash can is definitely MIA….

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Smaller Firm Question - how long do you give associates to start making a profit (i.e. doing sufficient billable time that is collectible) before you begin with warnings or termination?

Scenario: 1 Senior associate transferred laterally but did not bring business (this was known), 1 Junior is 3 months in, but seems unable to bill even his own salary, no less enough to cover other overhead. I am billing more than both combined (both hours and $$) and it is driving me crazy.

Thoughts?

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13 Partners leaving PwC to form a new company under Luke Sayers - called 'Sayers' ? Wow, does this mean there's more money to spread around at PwC ?

And to think, they called it Sayers ? Whilst some of these partners are going around calling themselves 'Founding Partners', they not only followed the leader, they couldn't even come up with an inventive name !

Perhaps they should all be called 'Following Partners'.

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Looking for new teachers to mentor! Let me know if interested!

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I’m really having to convince my children’s teachers that wearing masks hinders comprehension and language acquisition. I’m a speech therapist and I’ve got MANY and varied and scientifically supported reasons why the teacher wearing a mask is a barrier to learning, but none of them take it seriously. BAH!

helpful

Citi folks - new at citi and just found out that they do not provide laptops 🤯. Now I’m concerned with how the technology is otherwise? How is WLB? Do they reimburse if you purchase a laptop to use? Any insights will be greatly appreciated. TIA

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Anyone from UKG ? Is UKG giving iphone in welcome kit ?

I work in marketing within a small team. Just myself, my manager and a part time designer that I personally manage. My manager doesn’t seem to do much work. He never tells me what he’s working on, provides no instructions, guidance or feedback, and in our weekly standup he will just list out the tasks I am personally working on. It’s a lot on my plate as I handle socials, email marketing and copyrighting, yet he gets a lot of my credit but he’s not doing anything? This is my 1st job.

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EY 🐠: just got told by V&I that if we haven’t gotten an update yet it is “likely that our petition was not selected”

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wfh saying hi🌝

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Can anyone explain this meme?

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Can anyone speak to the WLB and culture of Adobe consulting?

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Hi All, Which one should I joined
Tech-python developer
YOE-5 years
Capgemini 21 LPA including variable
Wipro 24 LPA including variable
Tech Mahindra 24 LPA including variable
Synechron Inc. 24 LPA fixed

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Can someone please explain the difference between a Strategist and Creative Strategist?

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Larsen & Toubro Infotech What is the annual hike % of Larsen & Toubro Infotech ?

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How often do you take proper vacation? And for how long? Do you plan it out throughout the year? Do you always include kids?

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Wanted to share this beautiful Hadith - The Prophet (ﷺ) said:

"Hell is prohibited to touch every person who is accessible, soft-spoken, and easy to deal with."

[Sunan At-Tirmithi, (No. 2488) | Authenticated By Al-Albani]

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Anyone hear from Booth yet?

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Additional Posts in Financial Advisors

What are the best words of encouragement you've received when feeling discouraged about this job?

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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.

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How to manage / work with those who don’t see your vision?

I was hired because my company realises it’s out of touch with younger generations and I come from an arts background with a fresh take on things and am not your typical ‘financial adviser’.

However, all of my creative ideas are blocked and I’m told to tone them down but this is the whole reason they hired me.

How have you handled similar situations where people don’t get your vision and are preventing you from doing your job?

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It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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Any book recommendations? Some of my favs are Freakonomics and The Big Short

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WTF is a Wealth Management Specialist? Some kind of genius designation?

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How did you first choose to become a FA? What makes you like the job?

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Lost my administrator. This sucks. So other than referrals, where do you go to get names? Head hunters, Monster, other?

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I don't even need to insult the guy wearing his Fleece Trader Vest the in the 85deg, humid summer air. His heat stroke will be a suitable punishment.

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What is the income point where an assistant makes financial sense? Or client number, or...

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How do you notify your clients that you'll be out of office for an extended period of time? How do I not feel guilty about this?

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How do you handle having non-FA friends from a financial standpoint? Like I want to travel more or do things that are a little more costly than just grabbing meals/going out together

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Looking into certifications like the CFP or CFA but they’re so expensive and I can’t afford the upfront cost right now. Are other certs like APMA and CDFA worth it?

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looking for advice: working with a HNW client for whom I've suggested retitling of accounts to Joint (JTWROS) as part of his estate strategy (apart from a trust, will, etc.).

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What's the strangest client request? Just got a call on Saturday at 7,,PM from a client asking which mini van to buy!

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What's your retire-now $ "number" - taking into account age, current savings/net worth, and expected future in and outgoing cash flows?

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What’s the most you’ve paid for a bottle of alcohol?

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My dials are getting better. But one thing I' m struggling with is the follow up call. I don' t even know what questions to ask. Any ideas?

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Any experience with RME / Leading Response for mass mailers?

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How do you scale effectively beyond a solo practice? Capping out at 1M revenue on my own but wanting to grow to 10m and create career opportunities for Jr advisors

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