Does Mariner offer the ability for A senior Wealth Advisor to transition into a “life style” practice? If you’re making 500k plus and you’re good with that, are they still on your tail to produce and close new business?

How much do you keep in the bank vs brokerage?

In 2015 different governments in the US collected $5,175,829,952,000 to service 321,230,000 people. That’s over $16,000 per person. Anyone else find this shocking?

Maybe this is the socialist in me but shouldn’t Moderna and Pfizer waive their patent exclusivity for their Covid vaccines? Don’t we have a moral obligation for the world to vaccinate as many people as quickly as possible?

It blows my mind that many countries won’t be able to vaccinate most of their people until 2023. There should be access to vaccine generics

Anyone working in appdynamics??

If I get fired while on OPT without getting my H1-B stamped, is it useless or can it be used in future for some other job?

What’s does the package for a Design Director at McKinsey EMEA look like?

Had an intro chat / interview with HH canceled bc of “scheduling conflict”. They said they’d reschedule asap. Haven’t heard from them for 3 days. Should I wait, follow-up or set up another call? Am I reading too much into it?

For those in government, is it difficult to land a position without a CPA? Currently have 3 years in PA, tax senior, Enrolled agent & MST and looking to leave PA next year. The Tax analyst role in IRS’ LB&A is interesting to me. What skills/certifications do they value in those positions in their hiring process?

Hi fishes, can you help me decide? I'm L63 at Microsoft with TC of $220k and I've got an offer from AWS for an L5 role at $300k TC. I love Microsoft and can see myself growing a lot here. I was approached by a recruiter for the Amazon role.

Anyone interested in joining the MIA office of DLA Piper? All transactional areas (M&A, Capital Markets, RE, Tax, PE). Very flex hybrid environment and NY market salaries/bonuses. All associate levels.

2 friends from college just stayed up with me for 4 hours to make last minute edits to my horrid Wharton essays. Admit or ding I’m grateful to have friends like this in my life.

I want to become an art director with zero design skills. I’m going to have someone else comp everything up for me. The ideas might be solid. Who wants to hire me?

Need 11 likes to enable dm. Help me fishes.

I've a question on what sections to put on a regular resume. I see some people are using consulting style resume for outside companies as well. Do you think it's a good idea to devide work experience by projets? Or is it better to have "projects highlights" separate from work experience.. something like: intro>functional expertise> project highlights>work experience>education?

Has anyone heard of, or tried using, the Paladin Registry?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Best platform/integration from an independent perspective?

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What time do you arrive at your office on Monday morning?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

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

What do you or your firm do to provide first class service?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Best books you read this year that aren’t about sales, marketing or prospecting?

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?

Does anyone think there is long-term viability in Cryptos?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?