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

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.

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.

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

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 ?

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

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

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.

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

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.

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

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

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

Which has more listings: Zillow or StreetEasy?

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

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?

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?

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

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

Thank you so much.

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

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

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?

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

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?

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?

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.

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?

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.

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

Anyone working at Barclays Wealth Management in the UK?

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?

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?

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?