How do you respond to a client who want to compare you against Betterment or some other robo?

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Posting as :
works at
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I ask who is betterment

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Well first, you have to differentiate yourself. If you are simply a person who offers access to the market and some basic asset allocation, they will crush your soul in this market. They can do it cheaper than you and probably better than you and you'll be out of a job in the next 5-10 years. Find a way to use them to your advantage. A lot of the robos have referral arrangements in place where a planner can charge a fee based on a % of assets. a lot of people do this in the XY planning net work.If you do comprehensive planning for clients, you're already different than betterment.

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Hey Guys,

Do you face any discrimination at your workplace if you reveal your identity. Or during interviews if they ask about your marital status post 30s?

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What are the main roles & responsibilities of a customer success manager? I’ve been in HR but kind of want to make a switch to a different career path. I have good business acumen, communication skills and project management.

I’ve been a search manager for 8 years. What kind of role can I take on at a place like Google etc ? I am trying to figure out what’s next for me. I’ve considered client side, a lot marketing director roles that I think could be a good fit but I feel lost. I am tired of no upward movement in my career.

For a customer success manager with 3 YOE, what’s the expected compensation? Experience working with 100+ accounts to also be in a dedicated role with top 5 ARR client.

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Only plus to WFH is I get to wear this bad boy everyday in my makeshift home office

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What is the job security for people on bench in HCS? I have joined HCS almost a month and a half and yet to be assigned to a project. I am worried if it would negatively affect my position in HCS. Kindly help with your answers.

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Client gets distracted driving ticket. Pros adds no ops charge but it’s not on the ticket. Issue or not? He hasn’t received a new ticket.

Looking for recruiting firms to help me find my next project / program management role.

Struggling to determine which firms can help with PM roles AND I'm struggling to get the ones I do find to respond to me. It may have something to do where I'm at in my career - 15+ years of PM experience & director-level roles at my last 2 companies - so more exec level but not quite C-Suite. Have tons of one-off recruiters hitting me up on LinkedIn about contract PM roles but that's not what I want.

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I joined Accenture in early 2022 and started working on my first project in the beginning of March. I am an L9 covering for a manager on LOA. I honestly feel like I have no idea what’s going on and that I’m not adapting well enough. Any advice? I don’t think the client is super fond of me…but a lot of these issues are due to the way the project is run. Also a lot of stuff on this work is stuff I’ve never done before… help!

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Its been a month i have been in wipro and allocated to an indian client in APMEA. In future will there be any chance to move to america or america2 in wipro as i have onsite aspirations

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I’m a first year - partner gave shitty instructions (objectively) to a time-sensitive drafting project. They’ve been on vacation. I’ve been drowning lately, so I wake up super early to finish the draft and send it in around noon. Partner wanted it by 3 pm today, but doesn’t look at it until 5:30. Realizes I didn’t do what he wanted - which he never told me - and wants a redraft in an hour. How’s your Friday going?

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Senior tax consultant with 3.5 YOE looking to exit opportunities. Do more consulting work than anything. Client facing for 2 years. Not really concerned about that pay in exchange for remote work and wlb

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Has anyone in the history of advertising simply told the client they need a little more time instead of just dumping a ton of work on the creatives to figure out over the weekend?

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It’s after midnight and I’ve been working all day on designs for a huge client, and I’m actually proud of them. As soon as I hit save, I immediately knew my client will love them & my CD will hate thm

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Project managers are supposed to help manage your workload, but how come all of them just pressure and guilt you into doing more than you feasible can during your working hours?

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Do you see many high-performing senior Associates from other big fours transfer in?

& Do you think transferring to another big four burns bridges with your old employer?
(I'm Uk-based, received multiple pieces of feedback that I'm performing beyond my grade. But central hc refused to evaluate early promotion)

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Is TSC for name sake? Why not allocating proper project?

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What’s the name typical salary for an Epic Professional Billing/Claims Team Lead? My healthcare company is going live with Epic in July 2022 and I was selected to be on the project team almost two years . No one one the project team has been informed of their future role within the Epic team. I’ve received multiple offers from other healthcare companies and recruiters for analyst positions that are $120k+.

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Hi all,

Can someone reffer me to Java springboot developer.

Yoe: 2.5
Np: 14 days

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Has anyone disclosed that they have adhd at work? Have their been any accommodations or real benefits to doing that? Seems like the work stays the same either way... and the stigma is tough.

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ThirtyThree in NYC?

Ultraboost vs. Flyknit? Have allbirds already and want another comfortable pair. Any other suggestions?

What is working in KSA like as a consultant? currently looking for a transfer out of London? Is it as bad as people say and what are other things i should be aware of, Also are exit opps really that bad in ME/KSA regardless of firm prestige?

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Just had a very uncomfortable conversation with a partner. I have some time off booked to go to my brother’s wedding (I’m the best man). We were chatting and I mentioned that my brother’s future husband is so nice and really a great guy, and we already consider him a member of our family. Partner’s tone immediately shifts and as we’re ending the call he says, “Okay, enjoy the time with your family at the civil ceremony.” Like… girl you live in California, you cannot be this backward.

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Anyone have a good mechanic they can recommend close to Thornton? My car was overheating and needs a new radiator etc etc. (recipe long list of things). Thanks!

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Hi American express employees need info
Does American express use Azure cloud ,or which cloud service they use for handling big data?

Fun ideas as cake smash alternatives? My kid is dairy free so while I am looking into a custom cake for him I wanted to also explore other options. TIA!

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Trying to fund Kraken account. Can an Ally account be used? There are instructions given for funding from Citi, BofA, Chase, and WF. Also, is there a fee for the transfer?

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Going for a cyber SRC interview in San Diego. What’s the salary for Senior consultant 2 and 3? At pwc it’s around 120k. Wondering what’s in EY.

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Anyone else find their TM Lewin shirt sleeves much shorter than other brands even though they’re marked 34"?

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I have worked in M&A consulting in Pharma/ LS for around 3+ years post MBA. Late in life, but I am keen to pivot to pharma IB and open to an associate role (currently on way to be SM in June).
Any bankers here or those who may know of someone making a similar switch help with how to go about it.
Ps I can build a basic 3 statement model. Have some 1 yr valuation/ FDD experience from pre MBA (8+ years ago)

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Who here has consulted for a company? How much did you charge per hour? I’m consulting for my prior company at $125/per hr.

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Hello Fishes,
Currently working in LTTS as business finance partner. Have 6+ years of experience in FP&A. Currently at 23 lpa.
What should be ideal package for the next switch?

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Thoughts on Fairness Opinion and Solvency Opinion valuation work? Pay? WLB? Exit ops?

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Best weekly, delivered ready-made meals? Want to set up microwaveable meals for a meat and potatoes guy.

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Anybody else also having the layoffs anxiety already ? Any update/rumours about GL ?

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Just venting. Have been waiting for 3-4 days for written offer following verbal (with few details) from CEO. Said taking longer than usual because he has to bounce a few of the details with BoD...

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After having Thursday off!

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Additional Posts in Financial Advisors

For those of you who are looking to go indy, what's currently stopping you?

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Does your firm provide you with access to alternative investments (PE, HF, VC) or are you limited to Alt backed ETF and Funds?

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Kicked my coworkers ass in office golf today.. it was a productive day

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Where can I take classes or learn to be more charismatic? Any recommended coaches, courses, programs?

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Does anyone have any ideas for a sales training program for a JR advisor? Trying to find a way to boost his confidence. He is calling, but only around 50 calls a day.

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I'm interesting in hiring newer FAs from Edward Jones in Spokane, WA area.

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Just curious about the geographical location of people in this “bowl.” Seems to be predominantly East coast folks.

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What types of seminars do you do? I’ve done annuity seminars with some success. SS gets people there, but 0 sales. Market updates seem to be over people’s heads.

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When your client is a 30 year old trust fund baby and you have to let him talk about his weekend at his parents house in the Hampton’s for 20 minutes...

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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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1-10 level of career satisfaction, and why, and what would improve that number for you? (If itas not 10/10)

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So what did you make your first 3 years and what firm where you at?

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What’s your value proposition, i.e. your 30 second elevator pitch?

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Has anyone here effectively used a survey with clients? I'm not talking about one created by your firm, but one created specifically by you and for your practice.

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Anyone have clients put money into HSA accounts where they can invest for the long term and we can get paid fees from?

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Anyone prospect with Facebook or linked in premium? Is it worth the money?

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Working with someone that is about to go off COBRA. Not an expert with health insurance but like to be more involved. Do most of you provide advice in this area or do you point them in the direction?

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How far do you commute to your office? My commute is about an hour and ten minutes one way 😳

I'm contemplating going independent, but health insurance has been a huge problem. I currently pay under $4k/yr in premiums for a fairly nice plan, a comparable ACA plan is $2k...a month! How are you handling health insurance out there?

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