For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

I’ve 3 years of sales experience in retail ( reached 90k over target) and 2 years of digital marketing experience, I love selling and building connections with people, I want to join a Saas company and work as a SDR but keeping getting rejected due to the fact that I’ve no saas selling experience. I love to learn! Is there any recommended courses or anything I can do to get my foot in the door?

I’m a native English and mandarin speaker based in Dublin, Ireland.

How to switch to tech from non tech?
Is it worth it?

How do PE exits look like for emerging market funds in Middle East (e.g Abraaj group type firms)

Is audit a dead end profession?

Anyone ever considered contractor gig in Meta/Facebook or any other big players in tech? I'm full-time in a smaller company and it's pretty stable. Wondering if the move could be worthwhile. Mostly want to explore other areas. Other things to consider: planning for babies in the next 3-5 years; maternity leave in current position is basically what's legally required.

Does anybody work in a rule for a litigation finance or legal funding company who doesn't hail from a big law firm in background? Basically I have a lot of interest in the area have read a book about it in my free time and was wondering what sort of entry level opportunities I should be seeking.

AWS Cloud question- what the difference between an SCP and IAM? Thanks in advance

What are the tiers like at bdo in risk advisory? Associate, senior, manager, director, md, partner? Is there a level between manager and director?

I am considering switching careers from architecture to UX design or Product Management, and am unsure about which route I want to take. Is it common for someone to switch between UX and PMing within the same company? If so is it common in both directions? Wondering if I can have a second chance at adjusting my job again later if I change my mind down the road

It’s feeling impossible to find a long lasting mentor-mentee relationship, especially when agencies are understaffed, timelines are ridiculously short and the best in the biz jump ship every two-ish years…

Does anyone have tips on how to become a better writer when you don’t have consistent senior writers around to share your with with?

Hi there can anyone tell me what a day in the life of a health unit coordinator is like and is it a step up from a regular CSR job or lateral move?

VC people, how did you make the exit there from consulting?

Hi everyone! In this field, when choosing a masters degree program is it more beneficial to get a degree in Human Resources to further my knowledge in HR (my undergraduate degree is in Economics) , an MBA, or Data Science Degree due to the fact that HR is becoming more data driven as well as get a PHR / SHRM-CP certification?

Hi Fishes ,

I am an FE with 7.1 yrs of exp looking for a change. So far I've seen the packages are boxed at 30lpa at my exp and Angular framework, I Have some exposure to AWS devOps as well. Can anyone guide if there is something missing in my profile or if I am not getting the right opportunity (excluding MANG from this discussion)

How did you decide your speciality in Cybersecurity? Did you naturally gravitate towards one area?

Looking to transition into an HR leadership position. 17+ years experience in running a startup managing 50-100 people (15 years) and handled all facets of hiring, firing, compensation, negotiation, training and employee relations. Responsibilities also include other non HR functions such as business dev., client relations and expansion, logistics. Currently studying for the SPHR and plan to take the GPHR as well. Thoughts on difficulty of moving into an HR leadership role?

Stop thinking you’re stuck.

Stop thinking you can’t pivot.

Stop thinking it’s too late.

I was 17 years in the restaurant business before I changed to financial services.

I was 15 years in financial services when I published my first book.

I was 22 years in financial services when I started coaching.

You are what you think you are.

Start thinking you can.

Can you renegotiate salary when you do a rotation that requires you to have a license? Ex. Going from a position only needing a bachelors to being a lawyer

I Recently told company A verbally I will accept their offer if they match a job offer I have from Company B and they did. When I informed Company B that I will not be accepting their offer they gave me a sweet counteroffer that i’m seriously considering, What should I say to Company A?

London 🐠 or 🐟 with offices in London, looking for roles in digital strategy, social, or content. Anyone have leads?

New Hunky Dory ad 👏 More of these please!

Does anyone know if I can move from a PwC firm in one country to another? Thanks in advance.

What's your favorite example of a product that you don't understand how they even pitched it to the CEO? My current favorite is this bottle of water that says "lo cal." Hahaha

Hi, need urgent help!
Office in UB City, Bangalore. Please suggest where should I look for flats? Need one room in 2/3 bhk. New to the place. Your suggestions will be highly appreciated.

I heard food is free in exl is that true

Hi All

Does Pwc revise an offer if we have another offer in hand?

How does your workplace measure the success of a marketing campaign and do you think that method is a valid/smart way of measuring it?

Is it possible to have video ads that drives clicks? Can you please share some links as well? Trying to figure out what videos are good for DR, thanks!

Have you seen your app idea executed before yours because of lack of funding?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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

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

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

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

Anyone working at Barclays Wealth Management in the UK?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

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

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

What is your favorite way of winding down during the evening when you get home?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?