Hello fellow financial advisors,

I am reaching out to explore the possibility of aggregating our production and AUM together to seek new opportunities. By working together, we can strategically leverage our collective expertise and resources to increase our reach and explore new opportunities with RIAs, banks (PW), wires or insurance cos.

If you're a like-minded financial advisor who shares my vision, I would love to connect in strict confidence with you to discuss how we can move forward.

Hello everyone!

Currently looking to jump from Health Care to Pharma/Biotech. Does anyone work at Gilead and can serve as a reference? The current department I’m in, I do not fit the culture as it is a very archaic way of “managing” people. I have about a decade of a variety of work experience, majority in customer service/coordination/administration.

Would love any assistance if possible!

Hi! I’m doing some research on employee benefits (medical insurance, 401k, HSA/FSA, commuter benefits) and was hoping to connect with People specialists or HR professionals in the comp & benefits space. I’m trying to better understand any pain points or challenges you might face with utilization/enrollment. Anyone interested in connecting? Thank you!

Type of work in Deloitte ops transformation in health care. Is it just tech?

Hi guys,

I am working as in house counsel at Star Health with 2.5 year yoe and 1 year exp in private practice.

Can we connect to discuss opportunities at your organization.

Thanks in advance, please let me know if you know suitable vacancies.

Secondly,
Anyone from EY please comment i found some suitable vacancies would be greatful someone helps with a referral.

Thanks in advance

****KGS-FNF****
Hi, I have paid medical insurance premium of 27300 in the month of April 2022. My last working day was 17th October. I have talked with finance team, they told me I will get the 27300 rupees on FNF
Today I received mail from KPMG. On FNF , 27300 rupees in not included.

What should I do? Need your help guys!

Hi fishes

Actually there is one management group based in kolkata. They are offering me vendership for call center executive. But they are asking initial 1k per candidates for the insurance purposes. Insurance for assets they are providing like Mobile etc .

But I didn't connected with them via linkdin only. Can I trust them or they might be the fake one. I'm in very big confusion guys. I needed your suggestions.

Thanks in advance

National insurance

how’s everyone feeling about this?

Quite miffed as I just got a small pay rise and now I think this plus the upcoming not rises in utilities and inflation will pretty much cancel it out.

This country is fucked lol

Does anyone here suffer from bipolar disorder? How do you manage it and working in law? I see a therapist, and a psychiatrist, and am on medication, but I still have days where I wake up and I’m so depressed I can’t move. I’m working on remedying this with my doctors, but how does one approach mental health issues with their employer? I never felt the need to until I realized how much being bipolar can affect my ability to work.

Do you stay in a peoject you think you'll learn despite the demand of the job and abundance of your other current projects?

FYI have a current health issue that limits my working hours so am not sure how this'll work but I was thinking of learning from this experience.

Which company is good to join
Evolent health: 15+1JB , hybrid after December
Orion Innovation : 15 , pwfh
Skill: donnet, azure , angular fullstack
Yoe : 4
Really confused to choose one.
Please suggest in terms of wlb and
career growth

Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

Hello all, i have. A question regarding compensation for a lateral move. I just received a job offer for an UA position from a competing cyber insurance carrier for $70,000 + bonuses. This job will be based out of San Francisco. I currently make $30/hour for the same role in Chicago, after OT it’s about $60,000. Do you think it would be wise to accept the offer? Thoughts in general?

HIPAA special enrollment extension: does this apply to major medical, dental, vision, health FSA? Thanks!

hey Wish to get into product companies like collins aerospace, bosch, Electronic arts , Pfizer gaming first preference , follpwed by healthcare as a business analyst in analytics space. Could somebody guide how to get into such companies? i have 8.8 YOE as a BA

Has anyone worked at or have any experience with Hurdle Health? What is it like and how is the pay?

Any recommended resume writing services? Especially in insurance industry

Occupational therapists/physical therapists/SLP, what is a good pay per billable hour/pay per unit? Transitioning from a mental health salary of 70k and looking to at least match that, preferably go higher but not sure how to calculate that.

If London people could move further outside the city not worrying about the commute to office for next one year, where would you go?

I am a business analyst with MBA background working in D in ecommerce practice . I have around 5 yrs experience jn consulting and 2 yrs mba. Are there any good product management or BA opportunities in EY

What percentage do you contribute to your 401k vs. Roth 401k? And what's your salary?

I figure there should be some point where you earn too much and it's not worth contributing to your Roth 401k

There's a ton of self help and leadership books out there to help people in their careers. If there was one that was written front the lense of a public accounting, would you read it?

Hi fishes,
what is the increment range at S&P global for software developers ? IHSMARKIT is soon to be merged with S&P global. So wanted to know if it is better to wait for the merger or make a move.

Any feedback on Paybooks- payroll services provider?

Hi fishes,
My LWD is 18th July and I chose vendor pickup for my assets(expected pickup is 10th July).
Is there any limitation or chances of facing issues on Not having laptop with me(for other exit clearances).
Also it would be great if someone can give guidance on exit clearances as I'm worried that I will miss out something.
TIA.

How muxh time do the HR take to release the round 2 interview results?
Is it possible to not get the mail if i havnt cleared the round?

I'm currently looking for admin assist jobs that are remote. I was thinking a career in another country. Any advice, any ideas about companies I can apply to?

What is the average paralegal salary in NC for a commercial real estate law office? I’ve been with a great firm for the last 9 years but am starting to wonder if I’m being compensated fairly. The company is about 30 employees (mostly attorneys) but I work primary for 4 of the attorneys.

Hi,
Can anyone here help me with Crisill case study for structured finance?
#urgent

How far into your career did it take before working at a place that had black people in leadership positions? I have yet and it's making it hard on me to seek out mentors or even friends

Dying to find NMD r_1 triple blacks. Any leads?

I hate going home for Thanksgiving because I always feel like I haven't succeeded enough yet and my family has seen me fail a lot

Hi buddies,

Hope you all doing good. How many sick leaves were provided by cgi?? And is there any specific limit of taking sick leave with respect to financial year? Kindly clarify!

Average salary for a Senior Associate who’s in the process of getting their CFP?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Best way to generate leads today?

Has anyone used Smart Asset for lead generation?

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Any advice for someone in the middle of a merger?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

Do we need to do anything special to accept international investors?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

What is your experience with The Bill Good Marketing system?

How do you advertise?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

What’s it cost to work with an attorney when leaving a firm?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.