How do you say no to a referral without damaging a current client relationship?

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

Be honest. Let them know it wasn’t a good fit but that you still appreciate the referral. Better than taking them on as a client and then it getting sour later on (which could cost you both clients).

Read “Members Only”. It’s a great book about creating an exclusive type practice. My goal is to do something like that where expectations of “we are exclusive” is the standard from the start

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Why do you want to reject then

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Industry hire here. 6 months in and still feel very isolated. I’ve been in a remote project since I joined. Thinking about going back to industry. Anyone dealt with similar challenges?

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How realistic is it to get a remote paralegal position with less than a year experience? I was just laid off from a small firm and loved the remote work environment…

Senior Manager position in San Diego, cloud systems, what’s the industry range?
Asking for $180k, is it low/high?

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Hello,
I have applied for the position of a consultant at Accenture and am currently ongoing the interview process.
I have successfully cleared the Skill 1 and Skill 2 interview rounds and was now expecting that the next would be the HR round.
I have been mailed that there is there is a third round before the HR round that is going to conducted the next week.
Skill 1: Pure Technical
Skill 2: Semi Technical + Managerial

What you I be expecting in this third round?

Are Google , IBM , Meta learning certificates, worth it? Do they really impress employers? If had an IBM data science certificate without any experience for example what type of role can expect or should I expect any?

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Stolen from FB. Everyone has had a manager/client contact like this

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L&T Infotech is hiring Pan India for below roles: Interested people can drop their email id's and Names with respective Job Id's .

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how to decide between firms? they seem so similar. deciding between bcg & mckinsey in chicago. are exit opps & brand value actually different between them?

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Anyone from AstraZeneca willing to chat about a potential referral? Interested in an AD role posted.

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Any mass hiring happening for freshers??????

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After 10 rounds of interviews for a TPM position the recruiter says he will set me up for team alignment, and then take it to HC for a decision. Is this the normal process? Isnt HC decision done first

How much can we ask as a counter offer in Jio for Deputy Manager in a software developer role ?

Counter offer 18LPA

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Anyone from Amazon's finance division. Require an employee referral for a role.

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Any Hybris/SAP Commerce Cloud architects looking for a new opp? I’m hiring. No visa sponsorship unfortunately.

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Just finished a PM contract in LA, if anyone hears of any openings, Eastside preferred (DTLA, Burbank, etc), I’ll be your Bestie!

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Hi everyone, I will be highly obliged if someone can share the interview questions for data scientist/decision consultant role in fractal

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Hey Fishes,
I am a front end developer with 9 years of IT industry experience. I joined Citi Pune 2 years back and current fixed ctc is 20lac. How much increment I can expect from C 11 to C 12 position for this year end? Also do you think I am underpaid as per current market standards?

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We lost an interim payment application for a client who has Steven Johnson's disease from a negligent prescription

Disappointed we lost

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While accepting offer in Wipro my friend directly clicked accept and submitted after reading all the pages. But didn't fill the signature and date column in all sheet since text was not enabled. At bottom of every page in offer letter it shows as signed by user name ,user email address & date when she signed. Could anyone please confirm if this is fine or not ? Do we need to fill signature and date also above because she couldn't do anything now. Is this offer letter valid now?

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Never tell your wife to calm down. That won’t go well for you.

Instead, turn it into a question like “does someone need a time out?” Much less confrontational that way.

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What is the max salary offered by Wipro for B2 band?.....

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Is there any tax deductions for variable pay when its credited to every 3 months?

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Can anyone give me a rough breakup of expenses in Dubai please for a single person. Is 12-15k AED reasonable every month?

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Hi I just lost my job due to Covid-19. Can anyone help? I have 10 years of experience in FP&A worked for Goldman and BMO

I’ve landed a job in a global investment bank for a business analyst in FP&A. I have 1 year of relevant experience. I live in MCOL city, what salary can I accept?

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One of our clients took our idea and basically sublet it to different brands without our knowledge. Technically speaking, there are no rules against this, but it still feels like an icky thing to do. Thoughts?

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For 10 years experience in Qa with Automation.
Salary 22lpa fixed.

Is this correct pay ?

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Hi, Are there people here who have switched from being a doctor or dentist and went on and got an International healthcare management MBA (or just a standard MBA) and also have experiences from surgery/clinical side, pharmaceuticals, and bit of consulting? If yes, how was your transition? What were your starting roles and salaries? Thank you :)

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How Can we changed the Project in Wipro.

Hi, can anyone refer me in PWC? I have the Job ID

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Hi there!
Searching for suitable job opportunity. Please let me know if you're or your fiends , company has an opening

I have experience in working as executive assistant to managment and strategist.
Searching for roles similar to these roles and responsibilities.
My total work experience is 5 years 3 months. I have worked in various High growth business domains

Please DM me if you know of any suitable opportunities, thank you

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SAP Mega Drive on 12th Nov in LTI- Larsen and Toubro Infotech.
DM your Emailid along with Jobcode to Apply!!
All LTI Locations!!
#SAP #HIRING #Opportunity #Opening

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Hi fishes,
Any jobs Mining industries, supply chain management and purchase. I have 12 years experience in this domain.

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At what age you don’t want a roommate anymore?

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Where is the excel with the best Hilton discount corporate codes

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Anyone writing Pete buttigieg’s name in?

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Has anyone recently signed up to take the gmat online prior to may 20? I’m trying to sign up for a slot in the next week or so, but I keep getting redirected to an error page. Not sure if this means slots arent available anymore

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Additional Posts in Financial Advisors

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

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Trying to gauge what everyone is giving to their sales assistant for the holidays?

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Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

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What is your go to watch in the office?

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Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

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At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

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Best technology to use that LPL has?

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Those with rental properties. How many did you have before you stopped self managing? At 2 now and feel like I can do it myself still

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What are the best words of encouragement you've received when feeling discouraged about this job?

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How do you sell the benefits of managed money to your clients?

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Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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Has anyone hated this job... and then found ways to turn it around?

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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?

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*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

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The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

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How often do you check your personal bank account?

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Looking for recommendations of any good non-finance books to pass some of the downtime at home

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CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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