Funny advice or words of wisdom going into 2020

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I'd like to tell you what I see, but I don't have 2020 vision.

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Bring in assets. Serve your clients well. Act in their best interests. The rest takes care of itself. Best words of wisdom I can offer. 25 years in the business.

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I moved to Baltimore during the pandemic and am WFH but I want to get out and meet more people. Thinking about joining Volo (IM league) for softball or something but I don’t want to be that awkward person that signs up as an individual and is assigned a team that’s already a group of friends 🥲 I don’t have enough confidence to do things on my own (restaurant, movies, etc) because I think I’m so self conscious even though I don’t usually show it 😔 I’m almost 27 and should be able to do that 🤦🏻‍♀️

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Shell of a man lately and just have zero motivation to work lately. In the span of 3 months my dad has had a triple bypass heart surgery, my mom told me she’s on a lung transplant list while doctors try to figure out what’s wrong with her, my aunt just passed unexpectedly and that crushed my parents, my brother is getting a divorce.. all while I support my fiancé through a PA program taking on all bills. Feel like my job is to support so many others and can never focus on myself. Exhausted

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Looking for advice on exit opportunity - Master in Statistics, 2 YOE as Investment Analyst in Wealth Management. None of my friends/family is in finance, and I’m the first non-finance major being hired in the team. I like programming in R but it’s not doable in my current job, do 90% of work in Excel. I’m thinking more towards risk management / more quantitative roles. Thanks.

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Just incase you were wondering what was going on in the world and what people were thinking about...

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Dying of anxiety 🫠

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As a first year analyst, what is a reasonable number of days for me to take off to visit family?

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Anybody US-based scheduled a visa interview in Bucharest? How did you pay the fees? Apparently they accept only cash or online payments from a Romanian bank….

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Hello everyone. I am looking for a good Korean therapist in NYC. Someone who can help with anxiety, couple relationship and family counseling. Any suggestions would be greatly appreciated.

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That guy wearing red Peter England tshirt 3rd floor today?

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Can someone help with the base salary range for a 6+ years experienced finance professional with FRM and CFA certifications in Big 6 firms in Advisory practice?

Also, what should be the expectations for joining bonus during the current times?

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Corporate Johny Johny Yes Papa

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Where did you guys meet your SO? Starting to lose hope lol

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Anyone know answer to this: we are from Ukraine, going to apply for TSP for my mom in august, she has to leave by end of September to be in compliance with her B2 status. If we apply and the TSP case is still in review, can she stay until the answer?

Hi ,

My joining is next week in CG as virtual One.
Any one who can guide me -
When CG sends laptop ?
How much time it will take etc ?

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Quick poll - what industry do you work in?

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looking for good PBL book recommendations (teacher book club options)

How many days are you all getting off for Thanksgiving?

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How many days is it taking to receive H1B receipt notice? And how many days is it taking for approval in regular processing? Any recent experiences?

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What's the latest update about work from home in LTI Bangalore ?

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Any ideas on non-clinical NP jobs? I am a New Grad and I don’t necessarily want a clinical job at the moment.

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Additional Posts in Financial Advisors

What side project are you currently working on?

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CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?

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How do I help my clients feel more confident about my product? I'm working with the model, but I'm finding that some clients have a bad impression of my company. What can I do to mitigate this?

Coolest things you can do with Amazon Echo!

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Anybody tackling a new hobby this coming year?

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What would you change about your firm (or this entire industry) to make it a better place to work?

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Parents of aolder kidsa do you give an allowance? I have a 10, 12, and 15 y/o and apparently Iam the ameanest dad ever.a Mind you my wife and I give them everything they want/need (within reason)

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Are there any good finance jobs out there? I currently make 74k in Florida as a cfp and would like to make closer to 150 toe 200k but I do not know how to go about achieving this.

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Anyone know a great motivational speaker in the Minneapolis area that could be a good fit to speak to about 100 reps?

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The whole lack of gray hairs is just another thing that makes this business tough. Best advice is fuck those who say you have too little experience and find someone who would be an even better client.

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I head a rumor that Prudential is looking to buy Wells Advisors. Anyone else hear this?

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So depressed.... finished our partnership return ...bad enough seeing we are going to write a six figure check but knowing that we don't get the QBI tax break next year really hurts

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I don't know if I'll ever understand life insurance commissions. Chew on this, I sold a guy a term policy, annual premium was $585. I just checked my commission run and I got $630. Is this right?

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For those advisors working through banks-what are the different compensation arrangements you’ve been offered or participated in? How is production tracked? Mostly individual or are teams more common? Any insight is appreciated.

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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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6 week cram sesh for CFP. Any recommendations?

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Today is the day! My name on the door! Any advice?

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New to Indy. Have heard seminars are paid for by wholesalers. What exactly is a wholesaler and what do they do? why would they pay for your event? What is the best way to get them to pay for it?

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Have a slight fever but we're running a workshop with clients tomorrow. Advice?

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My worst fear is the �mute� button on a call isn't working and the person on the other end can hear you bitching about everything they're saying

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