Does anyone have experience or insight about Wealthcare Capital Management?

like
Posting as :
works at
You are currently posting as works at

How about Financeware, appears to be their in house financial planning software...they claim it's used by 30k advisors nationwide?

like

Related Posts

11/1 check-in: Happy first day of November! What are everyone’s workout plans for today?

likeuplifting

Just saw a post that Sery Kim a Texas GOP candidate saying she doesn’t want Chinese migrants here. Assuming it’s true, do old timer Koreans have some sort of animosity against Chinese? I know there is some anti Japanese sentiment because of WW2 but I thought koreans and Chinese were cool?

like

What kind of devices do developers at oracle OCI teams use? Macbooks or windows/linux machines?

like

“Fuck it I’m going to PDF this bitch"

likefunny

How did you land your first management job? I have had a unique career that has allowed me to have a lot of different opportunities/experiences within marketing and I am ready to make the move to a digital marketing manager. I have experience in forming RFP responses, graphic design, copywriting, social media, blog writing, social media advertising and a degree in PR

like

I’m looking to rent my 2 bed (~800 sq ft) Somerville condo (parking spot included, laundry on site) for $2300 starting in June or later. Please DM me if interested.

like

Hi All,

If I travel on weekends and go on full vacation next week and travel back next weekend. Can I claim LTA in this case?

like

What is FDD SM3 salary in NYC among the big 4?

like

How do I grow backhair? Any tips?

funnylike
like

Has anyone moved from an agency in the U.S. to one in London? What was your experience and would you recommend making the move?

like

Hi, I've been meaning to apply to the FAANG RPM programs and similar but have been facing a tough time getting shortlists. Could you guys please help me with some resume tips and suggestions; and possibly some constructive criticism on how my current one is (attaching herewith)? Google, Uber, Spotify, Visa, Facebook (Meta) RPM/APM to name a few. Thank you!

Post Photo
like

Urgent requirement in TCS for below roles.
PMO, SD Analyst and ops sme. Please ping me if you know any good resource who is looking for job change.

like
like

Hi Fishes,

I was never been part of service based company. But, we rarely get on site experience in product based company. Which companies are good if you are willing to have onsite experience once in a lifetime?

like

I’m guessing there are fewer job opportunities for people who choose more specific degrees, but that pay would be higher. Would you suggest a niche path or cast a wide net?

like

Anyone find anything on the Nordstrom anniversary sale? I'd love to see it! Btw, has anyone purchased a sweater or blanket from barefoot dreams? Worth it?

like

Ok.. I really want to get a search bowl going. Anyone interested? So here’s a topic we can start with: Does anyone still use Google’s enhanced PC?

like
like

Anyone has worked at BDO multistage tax services? How is the culture on team work and learning process? How does career advance look like?

like

Additional Posts in Financial Advisors

My motivation is at all time low. Vacation in 1 month from now. How to manage the next month...

like

What are the top books you recommend to read?

likehelpful

1. Best nonfiction book you’ve read to date? 2. Best fiction book you’ve read to date?

like

Any book recommendations on becoming a likable / more social and have good conversations type of person? Thanks!

like

Who is planning to get in on the Lyft IPO?

Found this interesting - Lyft is paying Amazon's AWS roughly 3.7% of their revenue per trip. $.14 per ride.

like

Taking some time off. Need some book recommendations. Some light interesting non-fiction. No self help or management books. Just interesting topics that won’t make me think about work.

like

Does anyone still go in person to drop off resumes and apply for jobs? Since we now live in a digital era, do you believe it is still effective or should we just stick to applying online?

like

How many times should you follow up after a meeting with a prospect and how long apart? Every week, or every 2 weeks?

like

What are some great small cities to visit for a weekend in the United States?

like

Anyone on here own a super car? At what age did you buy it / how long did you have to save?

Anyone willing to compare new client service checklist? We are customizing our CRM to include notifications with our new client actions. Want to compare our model to others out there.

like

Which is better: sling tv, YouTube tv, Hulu live, xfinity cable?

like

I can overhear someone getting in trouble and it’s very awkward. My desk is right next to a meeting room and they are speaking VERY LOUDLY and both parties are getting defensive.

like

Time for some cooking inspiration during the quarantine! Post your favorite recipes below. 👩‍🍳🍽👨‍🍳

like

How do you deal with clients that think that I work “for” them? Attitudes and such. My understanding is that we work “with” them. 🤯

like

Where do some of you guys get your business cards done? Local, or order online?

like

CFP program recommendations? considering FSUs fast track platform

like

Are cover letters worth the time sink? I’m trying to churn out tons of apps online.

Wonders why can’t sleep. Presumes it’s crippling anxiety. Remembers drank coffee at 5pm 🤦🏻‍♀️

likefunny

Anyone knows about the base for chase PCA?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal