How do you get comfortable eating alone at a restaurant?

Hidden gem restaurants in or around Philly? Planning a special bday dinner.

Any suggestions for a good gay bar that is more wine/cocktail centric (vs sidetrack or roscoes)?

Sunday Fun Day!
Wordle 547 4/6

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Weekends - what are the best sources / instas / emails that list cool, unique, events or things to do in NYC before they sell out...! Less like Time Out, more like Skint, but price isn’t critical.

Anyone here on simple and sinister kettlebell program?

Let's talk about Stranger Things S5 predictions!!! I think one of the main characters will get killed off. My bet is on Eleven but that may be too obvious. Wbu?

What are some good TV shows or movies to get into? I need a new TV lineup

What finance podcast/show/guru do you prefer? Do you have go to finance books you recommend?

Anyone up for a virtual summer time meal this weekend?

Do you play phone games during busy season?

Hi plant parents :) anyone in the dc/ northern va area that has a pothos growing well? I really just want a wee bit of cutting so I can propagate. I’d come pick it up from you, no contact! Help!

Any good restaurant for drinks and food for a team outing in the loop? Preferably near the water or good views

Anyone wants go for drinks in the evening? New to SF and would like to explore new bars and clubs.

Sunday Wordle

Wordle 274 5/6*

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Friday Wordle 314 2/6

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Bands a make her dance 💵

Has anyone ever left Chubb to go to Liberty or Travelers for commercial or middle market underwriting or even a sales rep role? If so, how do you like it? Came from The Hartford and love Chubb so far, but curious to see what else is out there.

Has anyone taken ITIL 4 foundation test?

Hi fishes

What do we get as a diwali gift in Gartner? Do we have a Diwali Party?

Anybody good in guitar ready to take on a noob as student on weekends??

Can we purchase alto , requirement not big car just to be in Bangalore so that me and my wife both can drive. Any suggestion

Any idea if these comp increases will make it to Canada?

So as we were the first to get hit with COVID in NY, we are seeing declines in numbers now. Travelers are cut short of their contract, our hours are getting cut, and staffs are laid off. Got a call yesterday from HR that now staffs need to file for unemployment to compensate for the lost hours. We risked our lives for this fight, now they are letting us go. Shit’s fucked.

Hi everyone,
I relocated with my family to Ireland recently, one month ago, and while I got a lot of screening calls with recruiters, I did not hear back from any of them after our interview. I am still on the process of getting my work permit and I am very clear about this during the interviews, but I suspect that this is the reason why I am not getting any call back. Any tips on the first screening call with recruiters? Should I touch base with them after our interviews?

Is there a website that shares announcements of recent contract wins by federal contractors across all federal agencies?

Sometimes the leadership does not even inform you on the status of a submitted proposal unless we win the work. I get why they are doing it but it would be great if there was an external source/website that would share this info instead of us waiting around to hear from them.

@Partners - how much money do you need to invest I to the firm to get your partner share?

For experienced accounting professionals considering a transition into a career with solid work/life balance, a fast-growing biotech company near San Francisco is hiring for a SOX Compliance Manager and Senior Accountant/Manager roles. Roles pay well over $100k.

Generous benefits, fun company culture, and VERY favorable stock options. Message me if interested, and I will try to screen you for an interview!

Do you think clubhouse will be a hot in the longer run?

what are your average weekly hours?

How is the market in Canada for BAs? I’m looking for tips and recommendation to find a job in CA.

Do you dress up to go into the office?

How has working in this industry influenced your politics, if at all?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

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?

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?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

Really curious, what percentage of your clientele is friends/family?

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?

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!

I dread thinking about work and feel drained from my job. What are some good tips to keep up the focus and productivity? I want to become more efficient to not feel this way.....

How are you celebrating 4th of July?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

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?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

I need some good career-development or finance-related books, anyone got any recs?

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

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