Have some clients w money but only bring a small portion. I keep rolling out the red carpet but they don't feel the need to bring more $. Don't know what should be my next step

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Don't take partial relationships that's the only way to fix your problem.

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My reality is I gave too much without asking for something is return earlier so now I'm stuck and I need to determine how to capitalize this late in the game.

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How much $$ are we talking about that they gave you?

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Stop living in Fantasyland! The client owes you nothing.

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I explain that you're asking me, like a chef to make this beautiful creation for you. I have no problem with that. I'm very good at it. But you have other chefs coming into the kitchen screwing around with my creation. Now how can I know which one of us already put salt in the dish? Summing it up, too many chefs in the kitchen spoil the soup.

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Hi,

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Dear all,
I am sharing an experience with you. Please suggest where I can put forward this/ complaint for EY Gds. I was mailing HR since 2 weeks, but no response. Thanks to onBoarding team, someone from HR team, responded but she had lack of manners. She didn't talked to me good and I felt as if I am being accused of cheating the firm. Now, I am hopeless about joining this firm (although I wanted to). Can anyone tell, where can I raise such concerns.

Thanks
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“Just do whatever they did in the prior year”

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likefunny

Any Presales /Bid manager openings? Can someone help to refer

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If anyone is having holiday calendar handy then please share snap here.
Thanks in Advance.

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What are the salary expectation for an analyst in infrastructure private equity with 3 years of experience ? (In london)

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How did you begin to implement equity and inclusion into your organization?

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🎇What’s your biggest win from 2021?

Drop it below, let’s celebrate 🥳

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Hi everyone,
Can anyone refer me for Business Analyst profile,
.
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What neighborhood do you live in? What do you like and don’t like about it?

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Sweater weather! Show your pup in their fall gear

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What do you use to progress monitor your students in math and reading?

Anyone from the Threat Hunting service here?
My question simply put - how does your firm offer threat hunting to the clients? (For instance, X hours/week or X hunts/week etc.)

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likehelpful

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Just got engaged after living together for 4.5 years and having totally separate finances. Super thrilled, and excited to solidify our life together a bit more financially as well - any advice for best places that outline good strategies for day to day money management as a couple?

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Is everyone at an insurance BD still being charged rent? We aren’t allowed into the office and are still being charged rent each month.

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Received an offer from a firm with over 13B AUM. They work under Stifel and I would be the 6th registered advisor associate set to get my 65 in addition to my 7,63. Offer for $73.5 and unknown bonus structure not eligible until 2023. Potential offer from firm in the sports and entertainment section of ML. Greater income potential but a boy club. I feel like I am missing something when assessing the options.. please help!!!

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Need more friends in the industry. None of my friends work in the industry so when it comes to talking about work, no one really cares/gets it

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This is the craziest job ever. I’m less than one year in and I get no leads given to me. I’m an indy FA (S7, S66, and life + health licensed) I am constantly looking for new prospects to the point I want to rip my hair out, but then I’ll have days like today where I’ll make 20k in one day and think this job is a joke. I really need to learn how to prospect better. I’ve made 150k in my 7 months as an advisor, I’ve made 29 new clients in that time and am looking for a way to streamline prospecting

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What is your Myers-Briggs personality type? If you don't know, take the quiz and post your result here. Do you feel it describes you accurately?
ENFP here

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Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

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other firms- what is your thought on the DOL ruling? is EJ crazy for switching everyone to fee based platforms to be compliant?

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