For those of you who use Mint/Personal Capital how much do you spend a month, martial status and where do you live? I'm in NYC, $3300 a month and not married.
How do evaluations work for Ba and associate who start earlier than their class? I am a BA that started in March but my class will start in September now
What are some considerations in mentioning your client name (advisory) on your resume? Obviously, no confidential information. What else?
Do people realize that the projects we get are the bullshit projects the companies don’t want? They know they’re asking for too much in too short a time frame, but they hire us to “figure it out”.
Thirsty Thursday... fairly decent M fish here that is slightly south of 35... not seeking married women 🤣
What do you do when you get a great raise and bonus, your team members don't, and they ask you how your comp meeting went? Lie?
Anyone here leveraging an Indexed Universal Life insurance plan for infinite banking purposes? If so, any tips or thoughts to share?
Buying a book of business... Has anyone had experience buying another Advisor’s book of business? How did you find someone willing to sell? Any tips on the process?
Desi fam - planning to sell a property in India. Broker says that since the buyer is NRI, 23.6% tax will be deducted at source (TDS). Anyway I can minimize that and get the max refund. Do you guys hav
Any mom 🐠 in here? We're thinking about kids - in your exp, is FCB friendly to pregnancies and parents?
All I hear about these days is agencies consolidating and laying people off. Are we all doomed or are there pockets of growth?
Question.. is their any scenarios in 2018 where we owe taxes in the US even after a net loss in dollars? If I convert dollars through a process of 4 or 5 different coins realizing gain and then..crash
Gotta say, as much as I get frustrated about my job, I’m glad I have one. Being married to the military right now ain’t no picnic
If I’m transferring to the west at a lvl 9 in CM, what can I expect for my salary/ relocation package?