Additional Posts in Financial Advisors
Are people here hoping to work their way up in their current firm, or what is your long-term goal?
Ya’ll I just got done reading in another bowl about how much money people have saved at age 25...
$96k, $2.5m, $375k, investments etc.
Meanwhile I’m sitting here like, where my next meal coming from 🤦🏽♀️? Why black parents put they kids out at such a young age? I’m traumatized y’all 😭😭. I need to build wealth and leave my kids something. Just now at age 34, I’m learning about money and all the things they talked about. 😣 I feel so ashamed and unprepared for life.
Combinatorics and graph theory are like Batman and Robin, Jordan and Pippen, peanut butter and jelly. Best tag team of all time.
Currently living with my mom and her boyfriend (I’m working remotely) He’s the most negative person ever, he never seems to be happy for people and criticizes every single person he knows (while he doesn’t have a university degree and works as a mail man). He doesn’t pay for any house bills and constantly tries to bring me down for every single thing I do. I used to snap back with sarcastic remarks at him to defend myself but he just keeps the argument going to prove himself.how do I handle him?
Need advice from those who left SAP recently or leaving soon.
Did you sell all your SAP shares. Its sad that the value is at multi-year low and we are made to sell at a loss :(... Is there any cheaper option to keep it for some more years in our personal account. Did any of you got it transferred at any Indian brokerage firm? Please do let me know.
For the folks who use EY Law for their GC process, setting aside their long wait times to get moving, do their JDs for perm work as it should or should I be worried about being audited or other issues. Anyone have bad experiences with them apart from long waits?
I'm watching Hulu's Theranos show tonight and comparing Elizabeth Holmes and Sunny Balwani to every manager I've ever had, as well as trying to remind myself that this show isn't a model for what a healthy workplace should be like
My co-worker is so resentful and competitive because I was promoted over her last year which caused a demotion on her end. People in the company still go to her for things that should be for me but she rarely corrects them. Shes still involved in the company too in a way that allows her to know secrets that I should know about but never do. I technically am above her within the company but this is how things are. I just do my job and try to not let it bother me but it does. Any suggestions?
What is the standard package in India for SAP SD functional consultant with S/4 HANA experience? YOE: 5 years
Anyone ever considered a last name change? Not like what you call yourself, more like changing it to be more phonetically similar to what it actually is vs what your parents incorrectly brought over decades ago. Good example: Lee vs Yi or Nguyen vs Win
The fear that the Democrats feel right now is the same fear that the Republicans felt when Obama was elected... twice!
do you have to respond to all of the student reach outs if you’re definitely not going to their school? want to be respectful but feeling a little overwhelmed with some schools
What is the client side equivalent of an Account Director? I’m looking to go client side but trying to figure out level to apply at.
Leadership was close to moving M&A Tax into PwC Advisory. Not sure that changes or enhances how we already work with Deals teams. Culturally I don't think its a fit.
Did you all consider other, more academically focused masters degrees? If so, why did you choose an MBA instead?
How long does IQVIA takes to send offer letter after HR round and sending documents? HR called and confirmed the delay in offer is there since someone is on leave, he would have sent the offer last week itself.
Hey all, I am looking for those interested in a chief of staff role in a economic development agency /real estate developer. Reports to the ceo and head of strategy with a mandate over corporate strategy, special projects (jvs, m&a etc). EM/PL/SM level atleast. Comp inline with that level. It will be my replacement, and I will do the first interview before the ceo and head of strategy.
Can anyone refer a good divorce lawyer?
Additional Posts (overall)
Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?
How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.
Thoughts on backpack vs messenger bag? Backpack just seems so unprofessional, young looking. But can’t argue against the utility or helping your back.
AIF designation worth it? $395 per year renewal?
How long is your commute?
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
What's your life story? How did you get to where you are today? What challenges have you faced? What lessons have you learned? Looking to learn more about the people behind the anonymous profiles :)
Tips for *cheaply* moving cross-country?
Anyone doing this consistently? Came across a guy whose wife in a facility and he's paying $12,000/month. Insanity.
What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?
Is it ok to have a small nose piercing? Or will it cause me to be perceived negatively/possibly harm my potential for connections/networking/opportunities?
About to turn 30. Even if you were healthy, what changes to your lifestyle did you make? Were they for physical well being or emotional?
New FA here... When you do get a meeting locked in with a prospect, how do you conduct your meeting? Do you use an agenda? Do you talk about your firm before you ask questions about the client?
Burned out as a Financial Advisor and think it’s time for a career change, but it’s hard looking to start over somewhere where it is not sales that makes over $200k. Any tips or suggestions?
For clients who are looking for online options to purchase life insurance (PolicyGenius), where have you been advising they start?
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