How can I sound more exciting on the phone? I spend a lot of time on the phone talking with people I never meet in person

question of the day: why did you join this bowl? Since I asked, I will start: I’ve been on a journey of recovery from legal-overachiever-workaholism. Changed jobs, city and environment and still working hard to recover from burnout that is, unfortunately, part and parcel of the legal profession.

My 911 just started production and I'm thinking about when it arrives. I've never financed an expensive car before, any tips? Do I go with Porsche Financial? My local bank? Other?

How do you all plan for retirement while in the Middle East (especially for European folks)? Did you sign up for your home country retirement plan while abroad ? (My home country offers it but at a very high cost)

Which credit card do you think is the best for ME consultants?

Does Grant have a SALT group?

Anyone pack their lunch and if so what do you pack??

For the people who went back to school to pursue a totally different career, what did you do for work? I don’t think I’d be able to do both my current job and school. I did retail in college and that probably isn’t so smart right now. Neither is working at a restaurant. I don’t think I can go back and live with my parents. I feel like I’m stuck.

I’ve been in community corrections for almost two years. I love what I do in case management, for inmates working on reentry but I would like to explore other job roles and start making a better income. I’m really interested in tech and project management roles. I just do not know where to start far as getting my foot in the door with either industry. I have a BA criminology, I adjust to quick changes, I thrive in fast paced environments and I learn quick. I have a great work ethic.

Hey! I'm a current CMA who has decided that medicine is not for me after a year of working in the field out of undergrad. What are the first steps for me to break into this career path (outside of the general case prep)? I'm from a T10 undergrad and have research/medical assistant training

Anyone buy catgirl?

Best practice for staying organized while working on multiple projects?

Senior attorneys at v100, how common is it for attorneys who start at small firms to lateral to biglaw? Have you worked with any? Conventional wisdom is always that if you don’t start there it’s hard to “trade up”. My coworker and I just did it to two different great v30 firms, and I’m wondering if it’s really that uncommon? Just out of curiosity. We’re not special counsel with special niche skills or anything, just associates. Pitfalls to beware? Positives?

Just started and Keep being told by the analyst on 2 of my deals to stop using exclamation points and “Hope all is well”s. Objectively, I don’t overuse them. Thoughts?

Any advice on how to request accommodations for depression and/or anxiety? What documents did you need and what kinds of accommodations did you ask for/receive?

Which A-list actors/actresses are your inspirations for getting into the film industry and why?

Hello Fishes,

Need your input please

If i get lowballed package with good learning curve. Is it better idea to stick to it for next eight month and make another switch to recover the loss? Or should I search better job ? I have only 20 days left in notice

I’m doing second round interviews with Deloitte but also interviewing with three other companies. If I get an offer from Deloitte, how long can I put off making a decision in order to finish the interview process with the other companies? Is this generally frowned upon?

Anyone up for practicing case coming weekend?

Hello,

I will be joining PWC AC Bangalore in couple of weeks for SAP tech stack.
I am joining from a product based company. So wanted to know how we are assigned to projects. Will there be any client interviews. If yes will it be very tough? Do we get a say in the projects we can get to work or its usually assigned and we have to take it up.

Thank You.

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

What types of insurance do you believe are important for a financial plan, and why? (disability, ltc, etc)

For all those that have taken on a trainee to team up: what do you think is a fair split?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

Hey fish: what are some of your favorite business/self-help books?

Should people be fired for lack of people skills?

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

Do you ever feel you can’t tell your former colleagues how well you are doing? I worked at ML & now indep. Talking to friend at 8am, I’m at store picking up milk, etc. Friend asks, are you at store?

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.