Additional Posts in Financial Advisors
I have completed all rounds of interview with Akamai Technologies. How soon can i hear from them ?
It's Tech Talk Wednesday! Share your
favorite tech program / system and how it's helped you elevate your career! I'll go
first...Trello is a free project management tool that helps you organize and optimize tasks. I use it with other tools (google forms and
metric) to curate the creative brief process, plug into a production pipeline, consolidate and streamline communication, and track status / hours at no cost!
Looking to break into tech sales. How can i do so? Would appreciate for your guidance. Thanks
Has couples therapy helped you and your SO?
Freelancers and specifically freelance producers, do you feel agencies and clients are paying you a fair wage for your work these days? Are you paid hourly and OT? Or daily / weekly?
Folks Need suggestions to buy or rent a place , my cousin and his fiancé got residency at below. The hospitals are in Bronx NYC and Glen Oakes Long Island . Can you suggest your thoughts where they can stay or buy apartment etc, thanks in advance.
We are going to be doing some topgrading at my small agency. Letting go about 8 of our 55 team members but will be adding 10-13 immediately when we find them. 3 of them start the week after we have termination planned. Any advice on mechanics and message? Trying to avoid demoralizing the team, and I don’t want to blame COVID because we are doing ok actually
Can someone help me referral in Deloitte, KPMG or any organisation for Business Analyst role. Please help me out serving notice period.
Yoe - 3.4
Current CTC -5 LPA
Skills- Business analysis, requirement gathering, Agile, Jira, customer relationship management, project management, product delivery, sdlc e.t.c
Preferred location - Bangalore or Hyderabad
Thanks in advance
Has anyone here previously struggled with opiate addiction? Started taking Percocets/tramadol for a back injury and am trying SSRIs to get off but the doc keeps pushing me to try methadone or suboxone
How abt a new Workday Services startup! Anyone interested? Inputs? Have been thinking for a while
How can I buy $XRP in the US?
Today’s my first day changing my pronouns at work, I am excited and terrified!! If you did the same and feel like sharing, I would love to hear your experience 💫 I am so anxious!
Additional Posts (overall)
At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
I watch CNBC all day and I see those Fisher Investment commercials talking about how they have much better strategies than everyone else. Anyone have a clue what their MO is?
Hello! I’m a financial advisor and a CFP. Running a good practice but looking for a side gig while my commissions ramp up. Any tips/gig that have worked for you? Ideally WFH, flexible hours.
I have a double bachelors in economics and environmental science, am a good writer, and good at accounting.
Any and all suggestions appreciated!
Had a conversation with our friendly neighborhood annuity salesman today. He's not securities licensed so he says he's been selling 1% fixed annuities with an 8 year surrender on them. Good stuff.
Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?
For those of you indy (not using your b/ds business cards(thinking of LPL)/rias: What do your business cards look like: (basic white card w/ name, logo, contact info)?
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 💁🏼♀️
Investment focused professionals, trying to get a feel for what you do primarily "home office meetings" verse "kitchen table" type meetings. And does it vary by the company you work for....
I have been indy for 4 years and there is no way I can vacation for a week the way I used to do when I worked at the wire. What do you guys do to make this work out.
How do you handle having non-FA friends from a financial standpoint? Like I want to travel more or do things that are a little more costly than just grabbing meals/going out together
Doing a project for a senior advisor and need your advice. $75mil current assets and no real prospecting efforts. If blank slate and building marketing plan to get to $100mil what do you suggest?
So yesterday referral comes in and drops 4.5 million on me. Love this job!!! What has been your best apt ever?
Hi, I just wanted to introduce myself. I’ve partnered with a few financial advisors as a resource to help their clients with picking the best health coverage to protect themselves with and not break the bank doing so. I’d love to help a lot more people with this and am always looking for more referral partners. I’d love to connect and see if my services could benefit you and your clients. My assistance is at no cost to you or your clients, don’t hesitate to reach out 😊
Dilemma: I have a new client who I just took over agent in a 15 year old variable annuity worth 750k in nonqual account. She wants income. I want to exchange for immediate annuity and get a big pay
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