How are you targeting 401k rollover opportunities? Where do you find them?

Is ETH still a good investment?

If you leave J2 and get another (new) J2, does the first J2 show up on new J2 background check? Assuming these are w2 roles. If so, how do you explain that? 🧐

CSR or Delta Reserve? SO is military so the fees are waived. He already has the Amex Platinum and I have the Chase Sapphire Preferred.

Realtor fishes, let's play a game: I share some details of some listings that we have available at my office and you let me know if we should keep them in our portfolio or make room for better properties.

Any consultants from Deloitte who can help to staff in a healthcare project? I’ve worked with healthcare clients for 10 years and relatively new to the firm.

In your opinion - What type of property is the easiest to sell?

Anyone know of any agencies focused on cause marketing / social good in NYC? Feeling the need to use my powers for good but have too much student loan debt to go back to nonprofits.

Iam planning to join barclays, do we have health benefits for parents?? Any option to pay and get the benifits??

Chances at CBS with 4 YOE in analytics consulting + impact investing, 3.6 from econ/stats at top 20 UG, solid LOR and ECs, but 160Q/162V? Indian female.

What benefits do we get when moving to the UK from India?

I am getting the below.
1. Dependent visa for my family
2. 1 month accommodation
3. Relocation expenses.

Is there anything else I can ask for? Please share if you have any experience on the same.

Hello NYC fishes. If you pay your fares via OMNY for SBS bus, and there is no ticket to show if fare cops ask you for it. Apple Pay history won’t show up immediately after transaction (Chase), then what do you do?

Who all are r availing the 2k food reimbursement of Deloitte summer camp fun...

Just had my discovery flight and I’ve been wanting to go for my PPL for a while, just not sure I can justify the 15k or so investment in my current financial situation. Would it be really bad to spread my lesson over a period of a few years?

Here’s a point of reference on meme stocks for people who thinks it’s too late to get in or who think it’s close to peaking. Tesla: 948M outstanding shares; market cap: $837B. GameStop: 69.75M; market cap: $5.36B.

Happy Friday! Looking for an associate healthcare project management position in the south Florida area. If you’re hiring please contact me!

Hi can someone give me an estimate of what a pediatric occupational therapist should be making in a city with a high cost of living. No benefits. Between 30 to 40 billable hours, documentation time unpaid etc. Independent contractor role. Practicing for over 5 years.

Can someone explain the LTA policy? What happens if I don't claim any travel bills? Can I claim it as a taxable component monthly?

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

FAANG is now MAMAA (Meta, Apple, Microsoft, Amazon and Alphabet)…Whoa Mama! As if there weren’t enough acronyms in our lives. Happy Friday All!!!

Anyone here in Amsterdam or know their salary range for a Exec Producer level role? I’m in NYC now - I assume I’ll take a HUGE pay cut. But how much? 🤔

Is Dancing considered a taboo in Muslim world?

Anyone here living in Windsor, ON and working in Detroit ? I’m curious about your experiences, especially if on a TN visa. TIA

Is principal global good compared to Accenture?

Seeking recommendations for electric & gas industry/professional association activities to network, raise visibility of our company.

How much would be the average CTC for senior Accountant at Qualcomm Hyderabad?

Do they hire for analytics at EY GDS Pune ?

Anyone worked at multiple FAANG companies? I’m trying to choose between 2 and can’t decide.

Any good gated communities near Taramami office ?

Looking for a place to stay

Hi Amex peeps, how much time does it usually take to declare the results of 1st round of interview for lateral hires?

Thanks in advance 😊

What is salary range for P3 Position in LTI? What roles and responsibility will be expecting from P3?

Does anyone have any recommendations for where to get a made to measure suit in Dubai? Would need to keep prices below 5k for a 2 piece.

Sunday 9/4 Check In 🙌🙌 What’s everyone up to today?

9/26 check-in: Happy Monday, y’all! What are your plans for today?

For me- treadmill and triceps.

I think Canvas took the holiday today

Biggest conflict you've dealt with at work? How did you handle it? Lessons learned?

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

Anyone in the Houston area?

Do you ever find this industry to be superficial? I mean, I've made some great connections along the way, but a lot of the culture is just not for me. People seem to care about the wrong things

I do not prospect. I open accounts while slamming a revolving door.

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Limiting email checks to two specific times daily - - thoughts? Does it help productivity? Is it too dangerous?

Does anyone think there is long-term viability in Cryptos?

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

Best books you read this year that aren’t about sales, marketing or prospecting?

What do you or your firm do to provide first class service?

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

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 💁🏼‍♀️

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

What are some of your “schooling the client” moments?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

What specific tasks do your Assistants do?