Friends, family, whatever...Any interesting biz stories of success?

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

Not just our biz, actually interested in other parts of economy.

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My relative was a high power DC lobbyist - represented firms like Microsoft and Philip Morris. Made a killing, now working with a large defense contractor.

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I don't know about killing it..Have a buddy who does $650k at EDJ..$80MM in assets, worked hard, came at right time, perfect jones setting(smaller town, no competition(only indy advisors and local bank, not national firms or national banks). 90% transactional with munibonds and individual stocks.

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Had a guy walk in the office last week, referred from another FA. The kinda guy you don’t know if he’s full of shit...lol. Tell me he has $40mm in oil and gas royalties. I’m like, sure you do. So he grabs his phone call his attorney and we verify. I’m pretty impressed, if u saw this guy u won’t think he had any money. He tells me this oil company offered to buy him out. So I ask why wouldn’t you sell, trying to challenge him to see if it’s a personal asset or one he would consider selling. He never though of it. So we call the oil company, within 24 hours they increased there offer from 40mm to 50mm. He’s considering and I’m in line to manage a great port by end of year.

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^^ FP1, Now that's a success story. 🙌 Congrats, keep us posted about how it goes!!

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Looking for a global video transcreation company to take existing videos in English and translate, re-edit and add any other necessary tweaks. Any of you fine folks have any recommendations? Peace to you all

Good morning I’m currently looking for a PE and coaching job openings in the Dallas area . Do anyone know some openings?

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General question about LinkedIn, but I figured recruiters may have a better perspective.

Is it really beneficial to have a LinkedIn premium account over the regular free account? I’m currently looking for opportunities and wondering if it really will make a difference to pay the price and subscribe to the premium account.
Can anyone recommend if, and how it will, or will not help?

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My personal favorite

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Non work related question ladies - how many of you go to a PCP and are honest with them?

Any reasons why you strongly like or dislike them?

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Hi Fishes, I am looking for job change as a UX Designer Having 3.9 years of experience.
Skills: Ux research, interaction design, Prototyping, User research.
Tools: Figma, Sketch, Invision, Adobe XD, Sketch.
Preferred location Bangalore.
Please help!

How many times are companies willing to go back and forth on an offer?

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Does anybody find Sneako hot? Forget if you are for or against his views, just by his appearance do you think he is hot? I feel like he hypes himself too much and tries too hard to be like the Tates. He is a follower not a leader. He doesn’t seem genuine or believe in any word he is saying.

Divorced mom (no travel) 1 yr ago. Separated 3. I’m starting to think abt dating but I had married my second boyfriend & lack dating exp. On bumble. Rebound vs. relationship? Miss friendship & trust

how is Visas SF vs foster city office? trying to decide which i want to live closer to.

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What is the salary cap for C3A grade at TCS ?

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Hi,

Hope you all doing well.

I was working with Mindtickle. And recently got laidoff from Talent Acquisition team.
I'm looking out for change as Talent Acquisition, would you mind to refer in your current organization please Or can refer in your connection if someone has the opportunity.

Thanks
Aditya

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Can anyone help me out with a KPMG referral?

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If I end an email with "Kind Regards"

Then I'm not actually feeling kind 😱 🤯

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Is FXIAX good for Roth IRA?

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Apparently COVID hasn’t changed the airport all that much

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Feeling very much relieved due to extensions. Finally some peace to myself!!

Is it better to get assigned to a small engagement a role above your current role (acting senior/mgr/ senior manager) or is it better to be assigned to a large account on your current role? Or is there no difference in theses two situations?

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Hi fishes,

Just need your idea/experience (if any) on the following query:
I already have an offer with CTS.
I am also getting offers from other MNCs, but for other locations.
If I wish to join CTS only, but want to negotiate with them, on the latest offer I have with an expectation that they atleast match the same amount (if not offering me more).
So just wanted to know, whether at all they would provide me a revised offer or would they be strict enough to let me go & not negotiating at all?

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Additional Posts in Financial Advisors

Do you make your bed before work? What’s your morning routine?

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Mass Mutual: how’s comp? Culture?Thoughts?

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Married peeps, joint or separate checking accounts?

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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 💁🏼‍♀️

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Anyone have any experience as a franchise owner? Looking to diversify....

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What are one to three personal attributes you pride yourself on and work constantly to maintain, improve, or acquire? I will start: (1) Confidence (2) Composure (3) Humility.

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Any Fish who are also musicians?

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Anyone else feel extremely sleepy once 2 pm hits? Any solutions apart from coffee?

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Taking book recommendations :) What have you all been reading?

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Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. The business is cash rich and time horizon is 3 to 5 years. Thoughts/Advice welcome. I already have the potential company/product with no surrender period so I don’t need referrals but I’m thinking there will be at least one person who only reads part of this post and referred me anyway. :-( TIA

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I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

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Do you all find time to read books for pleasure with jobs like ours?

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Best non-finance book you read recently that helped you in your career?

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What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

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And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

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How would you handle a person at your job that makes inappropriate jokes in public? Just curious ...

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*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

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Do you add clients as a LinkedIn connection after you've sealed the deal?

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