Does anyone use GenBook or an app like it, for clients to go online and book appointments with you?

Does the company provide fringe benefits?

Hi team. Hope you all are well and safe.
I will be joining Accenture in two weeks, want to get some understanding on the current policy on remote work and return to office date if there is one.
I am currently in Seattle, WA, USA.
Thank you!

Appearing for service cloud exam soon. Any question dumps that you would suggest ?

Hi.. I am happy to join here. Seems to be an amazing platform.

Yoe 5
Capgemini is offering 23fixed. Is there still bandwidth?

Hike expectations for someone who got mid year promotion ?con to scon

IT Audit fish! What resources would you recommend to pass the CISA? Looking for a study plan similar to Becker CPA. Since I’m new to IT audit, the MCQ database alone may not be enough.

Turning networking on in this bowl indicates you are single and open to DMs

Hi all,

I have recently moved to Pune. I am looking for 2 BHKs. If anyone has any contacts or know good places (areas) to stay, can you please share with me. Thanks!

Hello Fishes,

Which company is better in terms of work life balance and wfh options as working mother:
LTI
Capgemini
Infosys

Thanks for your responses.

Veterinary clinical pathologists-- What do you love about your job, and what do you dislike?

I’ve had to move abroad for awhile but don’t want to get set up here with a new job just yet. Any ideas for how a vet can make money online?

I’m currently in the process of being converted from contractor to permanent. In my initial conversations I was under the impression that I was in a different pay grade and asked for a salary 25k higher than the max allotted for my position. I feel like it gave the impression that I don’t know what I’m doing. Any suggestion how I can recover from this?

I am looking to buy my first rental property in a couple of months. What questions should I ask the realtors during the vetting process.

Not looking for a home for myself neccesarily . I am treating it as an investment.

Hello fishies! Looking to connect with a BCG-er for a conversation + referral (if you think I would be a fit). I can give more details in a DM. I’m looking to transition early next year. Thank you!

What is the max CTC offered to a person with 5.5 YOE having a package of 20LPA
Skills: Azure DevOps, Azure Infra Kubernetes, Docker, Terraform and other DevOps Tools.

Ikon or epic pass for NE skiing?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Is it me or did they just scrap the DOL law?

What is your best practice for taking meeting notes?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

Anyone else bring home a lot of stress/anger after a long week? Negative impact on my home life, any advice?

If you are coughing every 5 minutes during flu season in the office.. please go home

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

What’s the most money that you’ve made in one sale?

Anybody work with local governments on 459 plans? Anything there? Any land mines ?

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Why does everyone hate indexed annuities? Who would turn down the potential of 12% annual returns with a guarantee that they can't lose any money, all for free and even a bonus?

Reading any good books lately? Currently reading Present over Perfect

I have a hard time waking up no matter how much I sleep. So I usually spend 30ish mins on my phone reading articles till my brain wakes up but looking for a more productive morning routine. Any tips?

What are experienced advisors doing with moderate 60/40 portfolios right now? How much international & EM are you exposing to the equity allocation of your portfolios?

Has anyone had success with FB ads? What topics work best?