For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Are there even any FDD type jobs in Pittsburgh? Been hard pressed trying to find.

How long did it take you to lose interest in your job?

Hi Fishes, What is the actual payout ratio of PIP component of Schlumberger offer letter? I am having 1.1Lakh PIP component? How much out of it and when i will get that? Also what should be proper package to ask for for 8.5 YOE in SAP technologies? Thanks in advance.

Is it okay to add interviewers and firm recruiters on LinkedIn even if you didn't take the job?

If you asked to be considered for early promotion and didn’t get it (despite being highly rated, exceeding billable goal, etc) would you look elsewhere? Is it right to be angry about it? I don’t want to spin myself up unnecessarily if it’s unjustified

Is the mobile phone reimbursement money given by Deloitte or pwc for new joiners??
If yes how much is the maximum

Are any of you aware of good therapeutic schools for high school kids in the South Eastern US? Looking for a recommendation for a boy who has anxiety and ODD. Thank you.

What’s an Engagement Manager?

What has been the best role introduction you have heard from someone?

Hi Girls,

Anyone staying at Amanora in Pune, let me know if anyone can join me for an evening walk

Hi fishes,

I joined Accenture this week and recived my laptop today, wanted to know what are the peripheral i should receive as my start up kit, i only received a laptop and nothing else like mouse or headphones. Is there anyone i can connect to get clarification?

Opinions please. This is just a scenario and not true life...only in a perfect world.
Would you rather have your dream role at your current company OR would you rather get an offer at your dream company for your current role.

Anyone know how to get a position as an HRBP without HRPB experience? All positions I've looked at want previous experience. Would over 5 years of HR experience and a PHR suffice, or what skills should be added to that?

Hi,
I'm thinking of changing my career to data analytics. What course should I be doing?

Any advice on switching from litigation to a more advisory role? I like legal research but don’t like the stress of litigation anymore and feel like it’s taking too long for me to get “good” at it.

Anyone worked for State Farm? A recruiter contacted me abt taking over a book of business in my area. I am wondering if I could do that and also be RIA?

Any recommendations for good camera for both photography and video? Need to upgrade my 8yr old Canon Rebel.

Do you ever find this industry to be superficial? I mean, I've made some great connections along the way, but a lot of the culture is just not for me. People seem to care about the wrong things

I feel guilty anytime I have downtime and am not working or learning. Actually, it's more anxiety than anything. Is this how they suck us in? With guilt and anxiety?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

What will the finance industry be like when millennials hold senior positions? Really interested to see how the shift in culture will play out.

What does everyone is for their average growth rate in projections for clients? Aggressive, mod aggressive, etc.

Currently looking at a sales manager role for a national firm here in Canada. Essentially the recruiting advisors to the firm and then helping them succeed. Recruiting experienced and new.

Pros and cons of this role

Any suggestions to find moments of silence/solitude during the work day? Can�t use meetings rooms and the place is like a wall st trading floor. Noise cancelling headphones?

Woohoo just closed my first client!!!!

What’s a topic you know a surprising amount about?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

It's appalling how bad new associate excel/ppt skills are. There needs to be a way of judging 'readiness' during the interview process.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

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

For all those that have taken on a trainee to team up: what do you think is a fair split?

If a client is being a pain in the ass can you transfer and ship their assets to the firm of your choice? Do you need their permission?

Has anyone set up a template follow-up email?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks