I am hoping some RIAs could help enlighten me. Invoices: How often do you send these? Do clients mail checks or do you simply bill out of the account? Can you email them?

4.5 YOE. s3 advisory looking to move to Finance or stay in advisory. Offer in Valuation as a second year analyst (85K). or just go to business transformation consulting at $105K. i hate leaving money on the table but i really like valuation. how much of a mistake is this.

I posted this somewhere else before I remembered that I am in this bowl :) so, I changed jobs 6-7 months ago and I am realizing it is not a good fit. Leadership seem to not want to hear the truth so people tell them what they want to hear and if you don’t middle management gets pissed at you. I am seriously thinking about looking somewhere else. My question is how do you answer the “why are you looking to leave” question without bad mouthing your current company?

Thoughts on GP Bullhound?

Product Manager offer is 120k salary, sign on bonus of 15k. 4 YOE total. Undergrad degree in computer science. Am I underpaid? This is a legit question lol. I’ve only done federal contracting/consulting work.

Is severance taxed higher? I got 1 month of pay but seemed to be taxed much higher

What is avg. salary paid to a lead (manager level- 7+YOE) at Bain? Also how’s the WLB?

I recently was let go (in lieu of accepting my two weeks) and I should have received my March expense check by the end of April per the employment agreement (submitted the report April 1, let go before mid April). I have emailed HR but haven't heard anything. I've got a feeling someone at the top is putting a hold on it.

How do I get my money from them? It's a few hundred dollars

Sorry if this isn't the right bowl for this question - I've checked a few.

Thoughts on writing about trauma in a personal essay?

How much should I expect as a L4 CSA at Microsoft, living in Texas? Want to know if I’m being made a fair offer.

I heard from my head that there is a lot of slowdown in VW Germany... There is Hiring freeze, level freeze and all ... And soon that will spillover to india. So be prepared for very less hikes in coming cycle :( Also automotive sector in general is struggling with tesla laying off 10% workforce recently. Maybe time to make a move? What do you say fishes?

Analyst doing the same tasks each week only needing to put in 60%. does it get less repetitive? I want to put in 110% with new challenges. any advice?

Is canada goose just an NYC thing? And moreover is it just a show off thing (cause i haven’t been cold in my 200$-300$ down jacket lol)

Cool Halloween party ideas for a late 20/early 30 group?

Recruiter said IFS comp is basically an inflation-level raise annually and bonus of 0-15%. Is that your experience? Afraid if I leave client side I’ll get 0% bonus and 1-2% raise

Anyone know any places hiring designers in PDX? 🙂

Hearing the low raises of senior managers and up as a senior, it makes me worry a little bit about long term trajectory.

Fam - need some uplifting. Has anyone done something that was so publicly embarrassing at work that you felt it was a career ruiner? How did you recover?

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

Best books you read this year that aren’t about sales, marketing or prospecting?

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.

This quarantine period is really messing with my structures for WLB

Who’s working away from home remotely? What’s your setup?

What’s working for you to add new clients in todays market??

How do you guys deal with anxiety in the workplace? Struggling a bit.

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

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

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?

I have a hard time waking up no matter how much I sleep. So I usually spend 30ish mins on my phone reading articles till my brain wakes up but looking for a more productive morning routine. Any tips?

What’s the strangest, weirdest, funniest or craziest thing you’ve ever seen door knocking?

I'm inheriting a book from a FA who resigned. This is my first rodeo at this sort of thing, so any ideas on what to say when reaching out to the clients?

If you buy individual stocks at what point do you get out? Both if it’s lost or gained..curious to hear others thoughts. I have a loser I bought at $77 currently at $31. Don’t plan on selling 🤷‍♂️

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

Do you think you will be able to economically achieve more than your parents?

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.