How do you all stay organized with work? Like with tons of emails and tasks to do at the same time? Any tips/tricks that you use?

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CRM

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CRM

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I am big on lists and tasks either in GoogleCal or Msft Outlook. I need to have everything written down and with deadlines (even if they are just made-up for myself). Sometimes I block off time in my calendar to get work done and make sure people’s don’t drop meetings on me. That way I feel like I own my schedule and can be more productive even if my to-do list is endless.

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Second the lists, I create a custom to-do and update as needed. I think there was a thread about this already a few months back. You can check there for other ideas.

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Any Directors, Assistant Director, Executive Director from PwC. I need some information regarding the final round/ED round mentioned in my email.
PwC

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Is Boston nice to travel to in the winter? I have a month off between when I graduate in December and when I begin work in February and always wanted to go to Boston. Plan on going for a few days then going back in the summer. I’m from NY so used to the cold. Worth it or no?

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I am a new associate (1 month in mid-tier firm) and I struggle to get work to fill up the whole day. In honest time, i get about 3-5 billable hours a day. Am I going to get in trouble or fired over this?? I am putting my best efforts when I do get work and I ask for work sometimes. At this point I feel like I am being annoying too…

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Anyone want to play Seema Aunty for me? I’m a 29 y/o woman who is finally ready to date for the sake of a long-term relationship and/or marriage. I’m based in N/E US, but am flexible with the location if I find the right man. Good looks, drive, and ability to partake in puns/dad jokes are important to me. As a thank you, I will make sure to invite you to my wedding, if it ever happens 👰🏻

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Hi fishes,

I'm looking for DevOps Engineer roles.
I'm AWS CCP certified azure certified.
Tech stack: Devops, Kubernetes, docker, aws cloud, Jenkins, CICD, git, shell/bash scripting, Linux, terraform.

YOE: 2.1

Let me know if you guys have any leads.

Thanks.

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hi lovely people! my friend finished up an AD internship at deutsch and has since been searching. she’ll be visiting london, paris, & NY in the coming weeks and would love to meet with anyone willing!

Hi Fishes, how much does the post-graduation college matter while applying for Bain & Co.? when one has the relevant experience, skills, and certifications mentioned in JD. Also, any leads on referrals for Supply Chain Consulting openings would help.

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Did you change anything on your resume when you have 2 FT jobs?

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I'm currently looking for job change, having Mindtree offer letter with me as a Tech lead, looking for referrals.

PHP, Wordpress, and front end

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Being a Product Manager presently to getting into MBB or Boutiques as consultant.

How’s this career pivot looks like, is that going to be a stupid move?

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Is Deloitte's GC process a joke? Early 2019 my GC case was initiated and I has at least three iterations with previous lawyers and they were supposed to be done before Oct'19. Now I get Conti..

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Hi Fishes, I am working as a Senior Manager in Sales in an edtech startup in Noida at 18 LPA, it was quite a great journey. I have learned a lot, its been 2.4 years i am working here and got promoted here.
Now i am looking to switch to an MC to explore new culture, learn new things and work life balance. Looking for a job in Noida or WFH. Please help

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I just had to book with Avis due to no cars available at National which is my usual go-to. Is the Avis program for earning points good or better to direct my points to an airline or hotel program? Where’s the best value?

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How much is normal for an associate be “helping out” other practice groups?

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Hello all,
I am working as Software developer from 4 years now.I started to work in IT as I got my placements.But I am more inclined to management roles than technical roles.I am good at my technical skills but not great. After some research I think I would like to take Business Analyst role or Project Management roles. I am confused if I need to take online certifications and courses.
If anyone here have similar journey in your career, I'd like to hear your advice.Please suggest.

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Do you think it would be better to take a middle/ back office role at a higher level at a mega fund or stay in FDD if planning to apply to an MBA.
For context I'm a 2nd year associate at mm tas. I would like to eventually apply to an elite MBA program in 2025/ 2026 and trying to best prepare myself ahead of time.

The COVID age brought a new wave of innovation in academic writing. What's your favorite change from the past 3 years?

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Cleared my role related knowledge round for google TAM and have cognitive ability, leadership, and case study next. Any tips on how to prep for cognitive ability? Thanks fam!

Additional Posts in Financial Advisors

Looking for thoughts about Nick Murray's ideas/methods/etc. Anyone have any insight?

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AND SO IT BEGINS- UBS EXITS BROKER PROTOCOL

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I'm not great at minding the details, sometimes. I am trying to become more detail oriented. Any tips on how to accomplish this?

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Best marketing books/videos for a brand new advisor that is building their book from scratch?

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anyone have a good resource for explaining the benefits to clients of fee based vs commission based accounts and why you use the fee based? Getting some pushback from new client (continued...)

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Millennial parents: how do you juggle personal life / demands of the job?

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What are some ways you guys are generating leads? My firm does nothing for me to generate business.

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How do you practice self care when you've had a bad day? I like cooking my favorite meal and then going to bed early.

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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 💁🏼‍♀️

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So, if you had your dream office: Would you meet with clients in your personal office or a conference room? and What technology would you use?

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Merry Christmas all. Looking for good books for 2018. Possibly related towards sales. Heard about questions that sell etc. any recommendations?? Trying to learn all I can as a new RIA

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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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Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

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Failed Series 7 twice already, advice?

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Is it possible to pass CFA with 2 months of studying?

Does anyone else hate prospecting and rely on referrals? Cold calling is so miserable 😩

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New client: 56, realtor with no retirement savings. Husband was breadwinner until 03 when he got TBI and diagnosed with MS and no LTCI. Do I recommend divorce so she can protect what she is building?

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Is it common to have no base salary, comp of 50-75% of target premium? Seems like a lot of uncertainty… especially early on with no book to show or much of an experience, scared won’t be able to make even a bare minimum

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Who has the best series 7 study materials?

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how do you approach planning for a 30 something doctor and his wife, who owns a home has two kids , is smart enough to have no problem planning for retirement and is making 500K plus?

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