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How will you get your next $10mil in client assets and how long will it take?

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Did it in three days at the Masters. Play some golf.

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Did you? Tell me more?

Appreciation of my book of business hopefully.

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How do you appreciate your book?

Hardly anyone well tell you how they do it. People just brag or lie out of their asses

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So I brought in 18 Mil last year through, CPA referrals, client referrals, meeting people out of office through other activities, being proactive with calling my prospects I want to do business with, additional client money, knocked on some doors, cold called some people, just was focused on client acquisition. Not bragging. Some people bring in 40-60 Mil per year and that use to blow my mind, but then realized they are just talking to people who have more money

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$1mil per month average new assets over the past few years...so by year end should have it wrapped up 😉

How does it happen?

6-10 months

How please?

Most interested in How you’ll do it.

Rollovers transfers and pitching better rates than banks (money market for safety and liquidity)

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OC, you need to chill. There are literally no deadlines in this case right now. Our CMC isn’t until October because the court is so overwhelmed. Your (bogus) “creative” claims aren’t time-sensitive. My client is still trying to recover from the massive hit it took during COVID. And I’m already billing 250+ hour months on other matters because, again, COVID disruptions. Your desire to get docs faster is the LEAST of my priorities, especially when we already gave you a shit ton of data and docs.

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Hiring for senior strategists/planners (2ish-3ish years of experience) at FCB Chicago to work on a new project for a retailer around style (fashion, beauty and home)! It's a uniquely exciting chance to redefine this brand. Please let me know if you're interested by DMing me with your resume.

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Does it look bad if I show client work that hasn’t launched yet, in an interview? Like only show during a presentation but not on my site or anything

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hi! im doing a research project on brand risk management and would love to learn about any resources y’all use.

Is this dress work appropriate? Starting a banking project tomorrow.

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I am traumatised by my current project. Toxic manager who is constantly complaining about the client. 70 hour work weeks. Working weekends I cannot shut down. I even dream about the project or rather nightmares and wake up shaking thinking I've forgotten a task. 3 months in and I am so burnt out. I have 3 more months to go. Have raised this with the engagement lead and they gave the standard we care about you talk but nothing material has happened.

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I have an offer from FANG. I'm not excited and super bummed because I'm happy at my employer and enjoy my project and team, but the financial impact is substantial. What a bummer that I feel this way instead of being happy. I know I can boomerang, but I will loose time in race to partner and I'm going to let down my team pretty substantially. Anyone ever passed on significant money and did you regret it?

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Is it a good idea to go to client like BCG, from Deloitte? I ll loose certification and wfh benefit!

How did you land your first client? How long did it take you?

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Why do account people take dumb feedback from client and put it on creatives plate? It's literally your job to sieve the bs.

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Placed on a project where I have no idea what to do in terms of the subject or leading the work stream. Thankfully I’m about to be outta here 😃

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My clients are big but not household names. Should I continue organizing my portfolio by client name or by type of work?

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On Monday, someone in my clients organization called me a liar to my face and said I didn’t have enough experience to do their project. Today, a different client told me they were worried I wouldn’t be aggressive enough in making my recommendations to council. Is it Friday yet?

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Accenture folks, do you/are we allowed to expense Friday per diem when flexing?

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