Has anyone been using Smartasset?

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I did and it wasn’t helpful

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The charge per lead. Up to 90 depending on size. Not sure worth using. Have only. Loser one account from leafs

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Same experience here. And the size was self stated so I paid more bc ppl either weren’t honest or didn’t understand what was being asked

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Out of curiosity. What was the cost? They have been calling me religiously. I don’t have time to bother.

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Anyone use Brodridge Advisor digital lead optimization solutions?

@Financial Advisor 3 don’t know. Thinking about it.

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Hi everyone, share your blindsided layoff stories below so I can feel a little bit better about mine.

Covered a managers meeting for her yesterday, was with some senior members of the marketing team. A director opens the call with “we are so sorry about the impacts the layoffs have had on your teams today…” then noticed I was in the call and said “we are still notifying others so best to keep it under the radar” …25% of my team was let go three hours later with no warning😬

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Deloitte USI Hi If you are learning US CMA or USCPA . Can you share your online access to the study platform. Some are online class right . The papers you passed I will see those videos only. I am not ready to pay before knowing the course is for me or not. Of you help it will be good. EY. KPMG. CPA. CMA. Deloitte USI. Deloitte

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If I get a Citi Bank project in LTI will I get manyata tech park as a work location ?

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24yr old female working in NYC (if that ever happens again) who's really just looking for someone to laugh with. The cynic in me is often overtaken by the joy I get from doing small things to (..cont)

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I can take a promotion at my company, or accept the same position at another company for the same pay. Is the job title really worth more work?

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I’m seriously considering naming my kids EBITDA and Leverage.

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Hi Wonderful Fieshes,
Can someone refer me for jobs... I am actively looking for a change.
Below are my profile details-

Total experience - 6 years
Notice period- 90 days
Technical skills- Oracle Plsql , sql, toad, unix, autosys job monitor, identity access mgmt, service now ticketing tool, oracle db, Query optimization and performance tuning in oracle, core java, putty.

Thanks in advance.

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Hi Everyone,

I am looking for job change in cybersecurity domain - SIEM, O365D, Incident response at Hyderabad location. Have 6 years of experience.

Need referrals. Please help me in finding new job 😊.

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Anyone know if the Kemp elementary school offers support to kids with Autism?

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Hello,

My CA friend is currently working largest natural resources and mining company in Delhi NCR. She is planning to switch job within Delhi NCR in Industry. She has 3 years of PQE in financial reporting, tax accounting and currently working in FP&A role.

Any leads would be highly appreciated.

Any one currently working at EY LLP?

Can some one brief what is MOA Monthly Overseas Allowance in Infosys Limited?

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I have been shortlisted for Amex Band35 ,yet to have compensation discussion.
How much should I ask for?/ How much they will offer?

YOE :4.7
Current CTC ~18 LPA (fixed 15.5)

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Is anyone into house music and would like to hit bars / music venues that play house? My friends are amazing but are more of the top 40 remixes in a Chelsea / LES bar type of crowd 😒

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Just got a great offer from Meta and shared the news with my GF of three years. Thought she'd be ecstatic but instead she threatened to dump me if I took the offer. WTF? I knew she was more on the "woke" side but this is ridiculous!

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Anyone bullish on the marijuana market? CGC, aurora etc?

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Would you guys recommend living in FiDi? Worried about limited grocery, dining options, and true/green parks nearby

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First IUI cycle failed. 🙃 I hate everything

Additional Posts in Women In Wealth Management

Hello from Texas

I’m new in the financial world and want to know the best avenues to make good money without becoming a financial advisor. What are the tracks I want to be on? What positions should be I looking to work towards?

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This is so lame! Lol I am not sure how to add more women who are actually active. Are we really that boring and weak in this industry? Come on..

Looking for some suggestions on how to continue to build my book. I'm still relatively new to having my own clients and keep getting in my head that I'm not doing enough and growing quick enough.

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Financial Advisors & those in similar roles. What more would you like your registered assistants/associates to do to support your business?

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What's your end career goal? I'm at a loss on where to navigate my career to next

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Does any one know If it’s challenging to get on with Deloitte in one of their consultant investment management roles? I’m in Operations and would love to get into consulting and wondering if it’s out of my league

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Happy Monday from Honolulu,

anyone else here a military spouse?

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Post Gif
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What’s the best study material for a series 24?

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I’m a client associate, I just changed companies and I’ve realized I probably made a mistake. I’ve been an associate for about 4 years, is there any other positions I would be qualified for? I feel like I want to do something different.

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Hello out there!

Has anyone had luck meeting men at financial conferences?

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Any ladies here at Merrill Lynch or UBS? How do you like it? What is the training program like? Pay and benefits?

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I started working for a solo-preneur (so it's just us two) last year and after several very open and honest conversations about workload capacity and boundaries re: my schedule, I don't think I can see myself here long-term. However, I feel really bad because of the timing (there would never be a good time for me to be replaced) and what I would be doing to the owner (pushing back their personal and company goals). Do any other "feelers" out there have any advice on how to approach this?

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Has anyone here attended any conferences related to our field? Looking to attend one and think it can be a networking opportunity but afraid it'll just be a boys club the entire time I'm there

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After reading a few posts, I think Im in the category of being underpaid. I work directly with one advisor. Fully life and securities licensed with series 7. I’ve worked along side the FA for over 6 years now. I do everything from processing biz to handling clients. Other FA on our team come to me for help even though I don’t answer to them. The only thing I don’t do is bring on new clients. I get a base of $45k, 1099inc of 20k, plus about 7k that goes into a WL plan but counted a 1099 inc.

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Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year

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New FA in a training prgm w 5 men. They often go in an office to talk and close the door on me, or go to lunch without me, etc. I know to focus on my practice, but it makes the days long

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Is filing bankruptcy a hindrance in seeking employment in Wealth Management? Could it effect your offer if disclosed?

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