I have a niche and passion for attribution, measurement, and predicting/identifying variables in consumer behavior, but idk how to further in my career in it. In media, data takes a backseat. Advice?
Trump pulled out of TPP. I hate the guy, but he's earned a tiny bit of my respect back with this.
How is Advisory in PWC AC Bangalore??
Did any of you have to write about entrepreneurship experience in your essays? What were examples you wrote about? Can fundraising for campus orgs, povs/proposals in consulting, or other experience be framed as a transferable skill set if you don’t have direct entrepreneurial experience?
No, Kellogg, I don’t want to join you for Preview Kellogg. I want a god damn interview invite
I’m in public service. I have been chatting with a partner at a firm and considering applying for an associate position. Partner has asked me to submit a business plan for myself. Never done a personal plan and struggling. What would you include??
Thanks for your suggestions! Thus far i have basically just typed a networking calendar for years one and two 😵💫😅
Can Global Services upgrade united flights at more fare classes than is typically available for 1K with GPUs? Does it matter who the traveler is, or who owns the GPU?
I have someone in my team who doesn’t respond to any of my requests - literally fobs me off saying she’s been to busy (despite seeing her sat on Facebook and WhatsApp messaging her friends)... cont.
Netsuite interview for Solutions Consultant Academy.
Has anyone on here interviewed for this position before? How did you prepare? If not, how do you prepare for pre sales interviews. I haven't been able find much insight online about this role.
Hello fishes! One of my friend is looking for referral for business analyst role. Currently working as BA in a start called Aline together based out of bhopal.
Total corporate experience 2years.
It would be a great help.
Preferred location pune but can be flexible.
EY PwC KPMG
Most of my staff are very weak when it comes to developing meaningful recommendations to address internal audit issues other than saying “control broken, fix it”. Does anyone have suggestions about good courses, certifications, or reference materials around business process optimization or developing meaningful recommendations?
I agree with many (say 70%) of Trumps policies but hate him personally, whereas I feel like I like Joe Biden as a person but only agree with 40% of his policies.
Feel like I've gotta hold my nose and vote for Trump again...wish the Dems hadnt moved so far left or that there was a viable 3rd party
I really like the new Jonas Brothers music.
Hello Fishes- what are the chances of me getting 30 lpa as fixed in optum for yoe 8 years and relevant exp in data engineering around 4 years? Hr approval is pending.
I'm looking for the cheapest lease I can find near DFW area... Any dealership recommendations? Maybe Hyundai dealer? I don't kbow if it can get cheaper than a Hyundai
Turns out that Ellen DeGeneres' new show has been canceled by Warner. I didn't even know she had a new show, huh.
Additional Posts in Financial Advisors
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.
Who here can open an American Funds account without using a Brokerage Account? It seems like most advisors are forced by their BD to use a brokerage account rather than going direct.
I’m confused with all of the different compensation terms I see here. I know it probably depends on your set up but still so much to consider. I see terms like Production, GDC, payout, etc. what does
What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?
Adding new advisor. What exam prep do you recommend for series 65? She is new to industry. I plan to give her plenty of time to study. Thanks
Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.
Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?
Do you guys have personal stationary? Do you send formal thank you cards and wishes on it? Is that a dead art?
If you offer to meet on a weekend/day off, how do you dress? I feel like it should be acceptable to dress casually but also feel self conscious that I’m not portraying a professional image.
At work events it's often asked "What's your favorite activity outside of work?" I hear things like "hiking" or "music festivals". Me? I like a good ole sit. Nice chair. Quiet room. Sitting.
Merrill Advisors - I have a client with an account at Merrill and am told that they have a money fund available which insures up to an aggregate of $5,000,000 in FDIC coverage. Is this a CDARs program and they are misinformed or does such a program exist and what is it called? I was told $5mm in coverage with daily liquidity which obviously wouldn’t apply to CDARs. Many thanks!
Has anyone here offered up a comprehensive financial planning session as a silent auction item? Today I was asked by a university alum if I'd be able to offer something up for a silent auction
What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?
I’m feverishly looking for a Advisor Mastermind group to join, and am struggling to locate. I’m an advisor in Northern NJ. Any advice on where and how to find one is greatly appreciated.
New to Fishbowl?
unlock all discussions on Fishbowl.
Probably 30-40. Read maybe 1/2
About 30 per day on my work account. I skim most and don’t actually read any, unless it’s from a client or prospect