Trying to take a poll. Please comment Yes if you have completed your MBA, YOE after MBA, CCTC?
I will start with mine -
YES, 2.2, 21LPA
Does anyone know how difficult it is for a Citi analyst / AVP (or anyone below the SVP level) to receive an internal transfer + visa sponsorships to work abroad in another office? I’m an analyst wanting to move from the NYC office to Europe at some point
Hi fishes I am fresher from Computer Science. I am allotted salesforce developer profile in my organization. I want to know how good is salesforce developer for career. And how will be it's demand with respect to future. Please guide me I am in a lot of confusions.
I would like to transition from a public school with CCSD to a Christian based school. Does anyone work at a religiously centered school? What are the qualifications?
Third-year with some experience looking for a mid year lateral in southern California. An experienced enough contract lawyer to know about pre-1999 session notes to civil code 1717. Indeed, I just need billable work and a paycheck. Simply put, please slide into my DMs if you have a referral.
10 days more needed for 8 months clause to complete post my last day, will ZS waive off the ELRP or need to be returned.
I have M.Pharma and interested in Pharmacovigilance, clinical research and Medical writing domain kindly provide refferels.
I have my final round of interview with Bain Netherlands. I am bit nervous and want some heads-up before the round. Any advice?
I’m putting together a writing sample for some job applications. The sample I want to use is about 30 pages. Since the writing sample is so long, should I do an excerpt of it? Or is that an acceptable length?
Trying to decide it I want to stay in consulting or move to PM. I have an opportunity to jump ship but I am not sure. Any suggestions?
Could anyone let me know the Job security at Bny mellon technology BNY mellon technology?
Did they laid off in recent years?
Hey McCanners!! How’s life over there? How’s that strategy department? Asking for reasons.
Anyone has a good Hilton code?
Team just had an open discussion about diversity. Found it really awkward to actually find myself express the truth about how it is to work as a black professional to others that might not understand
I am looking to connect with a program manager at Facebook to ask a couple of questions! Thanks Facebook
Anyone in-house who practices law on the side as a solo or small? Obviously with consent from your employer.
You know those people who just seem to have a ton of positive energy all the time? How do I become one? I drink coffee but it just keeps me awake instead of giving me energy. Even slow periods at work seem to drain me rather than re-energize me. Idk what I’m doing wrong.
Any consulting interview preparation advice? Are there any specific case interview books or websites you guys recommend?
Just sold An ESPP purchase and have $8000 to invest. Should I put it straight into toddlers 529 (for tax advantage), VTI, or ibonds (haven’t done my $10k yet due to shortage of cash til now). Won’t need the cash for a while. Looking for the best way to grow it thanks!
Additional Posts in Financial Advisors
I’m looking to take a leadership course that would help strengthen my communication skills. Specifically when presenting to executives. Any recommendations?
How do you notify your clients that you'll be out of office for an extended period of time? How do I not feel guilty about this?
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area.
Please call James at 6789946448 email@example.com
Anyone have experience with employer contributions to a 529 plan? I'm planning for a small business owner who makes personal contributions, but now we're trying to plan additional contributions through is company.
- Is there a limit on how much the employer can contribute? I called the California ScholarShare program, and they weren't aware of any kind of maximum
- Are there any qualification requirements like a retirement plan? Can they only contribute to their own kids' 529 accounts?
Funny advice or words of wisdom going into 2020
What are the most effective ways of prospecting these days? I have capacity to grow and I’m getting bored. Currently $55mm AUM / $350K production.
What are the best words of encouragement you've received when feeling discouraged about this job?
I'm doing the EJ "Day in the life" soon. I'm very excited about this new journey. I've been in a completely different industry for a long time. Are there any EJ FAs on here thar care to give some guidance on this exercise?
Recently got feedback I'm too childish when I speak, any advice on how to learn to speak more eloquently/professionally?
When someone asks how I'm doing, I like to say, "Each day's better than the next!" in a cheerful tone. Gets 'em every time.
Y’all, so funny.
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Is this a serious question? Dave gives advice to people with debt. How profitable do you think clients seeking debt reduction guidance could be?
I'm in Baltimore DC area... we have had great results
I was on the program for several months. Although Dave has great ideas for helping people get out of debt and get on a budget, the advising part of his program is lacking. In my area, it cost over $750 per month and I didn't get enough business to cover the expense. And his investing recommendations are way too elementary unless the client is just starting out as an investor.
I used in Atlanta with no success
I wish fishbowl existed a year and a half ago. Could’ve saved me a lot of money on the Smartvestor Pro system!
It used to be much better because the leads went to one advisor exclusively. Now it goes to 3-4 and the prospective client is encouraged to shop around. That doesn’t work out well for advisors, not because it’s super-competitive but because it’s time consuming and with many low dollar prospects you are wasting way too much time. Besides, before the change the Prospect looked at the ELP (now SmarVestor advisor) as Dave’s hand-picked choice. Now you are just one of several eager advisors hoping to close the deal. I stayed with the program for 9 months after the change (which was prompted by Dave getting in trouble with state securities regulators for lack of proper disclosure in effect) before bailing. This being said, if you don’t have strong prospecting pipeline I might still consider giving it a try.
So far it has not given us many new clients. We have used the system for 6 months
Is it specifically better in certain parts of the country? What part of the country are you in I am in Georgia.
I did it for 6 months. Not really worth it in my opinion. A couple small ira’s and some term insurance
How much does it cost?
That’s a very good point senior FA 1!
You don’t get much for your money. And anyone that can afford his fee is considered. Has nothing to do with how good you are.
I was on the program for years with great success until they changed to the Smartvester program. It took about a year before I could see the benefit. I have been off of the program for about 2 years now and still get calls from Dave fans that I spoke with years ago. While Dave does preach about getting out of debt, he does have a following of people looking for investment and planning advice as well.
Several of the advisers I work with have been ELPs. Our largest adviser built his business on it for his first 10 years in the industry. Unfortunately as others have mentioned, the program drastically changed in the last few years and has yielded very few results so I would not recommend it.
We did the Smartvestor for the required minimum of 3 months at $550 per month. Spent way too much time trying to secure appointments. Got nothing. When we left we were told we could never come back.
Thanks to all of you. It seems Dave is played out. Now he is on at night in the ATL. Not as many listeners high cost spotty results.