How do you get better at small talk? I tend to get directly to the point and possibly miss out on building more subtle things in a relationship

like
Posting as :
works at
You are currently posting as works at

Related Posts

Anyone wear open heart or skeleton watches? Post your pics or ones you’d like to own! (Maybe not everyone post a tourbillon)

Hi Fishes,

If anyone is looking to buy Life/Health insurance product please connect, we can avail good deals and discounts.

like

Hello,

I have 3.5 years of experience in customer service and I am looking for a change, preferably non voice, please let me know in comments if there are any referrals.

like

Would you switch out of Advisory as a Senior 1 to work in corporate finance as a Supervisor for 30% more pay?

like

Good day everyone, I was turned down by Accenture strategy last minute before offer due to the Macro uncertainties, any of you have referrals for MBB/Big4/@tier2? I am 8+ YOE in strategy & transactions I’m open to all offices THANK YOU!

like

Hi fishes,

1.What level/ band does the principal consultant role at infosys map to? Is it equivalent to Director or Sr Mgr level?
2. How are the projects and opportunities with lifesciences practice? Are there any on-site opportunities?

Thanks in advance

can anyone help me with interview questions for Senior QA Engineer in walmart bangalore ?

like

Will Infosys revise my offer letter if I will show them other company offer which is paying me more.
Infosys offering : yoe6+ SR. Consultant (5A)18lap with 15% variable

like

Confronted client today about partner forcing us to travel while client site has travel restrictions. As a result is team is remote next week. Counting down days till I get rolled off/fired now lol

like

Hi,can someone help me in this . What is going to be the in hand monthly salary after all deductions?Tia!!

Post Photo
like

Hello fishes, Do you have suggestions on Diversity & Inclusion activities that can be done virtually with a group? I found few ideas in google but would love to hear about any experiences and suggestions.

like

How did you get started in your career as an FA? I work in the home office and have been an assistant to an FA before. I have a network, I have ambition, I have credibility and connections at my firm..

Need some likes to dm people. Please help

like

Any TIPS on “how to not give up on finding a job”. After many final rounds and ZERO offers, I’m on the edge. It’s a horrid feeling to endure and to end it seems.

like

How soon you can change project in bny Mellon technology? Whom to contact for project change?

🔥How much Annual hike(%) & bonus (%) bny Mellon technology employee getting every year? BNY Mellon BNY Mellon Corporation BNY Mellon | Pershing

like

I don’t understand why NFTs appreciate in value .. can someone explain?

like

I am at salary negotiation phase with accenture hiring team. Somebody give me pro tips to fetch more CTC.

like

Which has more listings: Zillow or StreetEasy?

like

Additional Posts in Financial Advisors

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

like

Whats a great farewell gift for an intern (besides a job offer)?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

What “hard skills” do you need as an FA? Feel like it's mostly been PPT work and basic Excel (pivot tables)...what am I missing?

like

2019 Hot Take #1: Mutual fund outflows will continue and accelerate if the market pulls back.

likeuplifting

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

like

Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

like

Anyone use computer glasses to reduce eye strain? Do they work? Any recommendations?

like

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

like

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

like

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

like

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

likehelpful

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

like

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

like

Anybody familiar with the Fisher Investments sales role? They give you a salary first 2 years plus commission, but the only thing that I don’t like is they no longer pay the trail on any account you open after 3 years. Just wanted to know if anyone knows anything about their program and if the FA’s are really getting THAT many leads to justify that comp plan.

like

Best coaching company to help focus on client service model and bringing in new assets?

like

Anyone working at Barclays Wealth Management in the UK?

like

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?

like

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

like

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal