I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.

I have a low GPA because an abusive relationship during my schooling that kept me from focusing. I’m clear of that now, but I don’t know how to explain my low GPA going forward.

Respected fishes need info on starting career in Cybersecurity space..
How and from where to start?
I work in IT Reporting area and want to switch in Cyber .. have around 15 years and exp and handle Team..
Any advise appreciated

Hi Fishes,

I have a offer from wipro - 20 LPA and LNT infotech giving me 26. So which company is better for learning and job security.

Hi guys, a plea for help here 🙏🏻 have any founders here gotten an O-1 visa or an H1B transfer into their startup? Would greatly appreciate hearing your advice / experience over DM

I’m a fifth year associate who is ready to get out of litigation (and private practice altogether). I’ve only ever done professional malpractice (legal, med mal, etc) and feel like those skills will not transfer as well if I had done transactional work. Ideally I would like to transition to something in-house. Any suggestions as to what jobs/industries I could transfer into with only litigation experience?

Worth applying for a gmat waiver versus submitting a sub-700 score or just not apply round 1 in hope score goes up?

Gmat: 690
GPA: 3.34
CPA FDD Manager effective 10/1
Post mba goal: IB

Also looking into Executive Assessment before round 1. Any advice appreciated.

Anyone is here who has recently switched technology to Salesforce?

Marketing leaders at startups: at what point did you make your first dedicated product marketing hire? What lessons did you learn? Did you do it too early? Too late? Didn’t hire senior enough?

Advice on taking and passing the SPHR exam?

So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

Anyone want free SEO consultation? So comment and we can connect, looking to build my professional network by answering any questions or providing some guidance.

Is RPA a bubble and will soon fade away? How much valuable is it as a skill set?

I’ve been in Risk for a year now and would like to transfers to BAP (business advisory) how would you recommend going about this ? What steps can I take to ensure I get transferred? Cont

For those who’ve interviewed or worked in PE Operations, how much of a finance background is needed? Any accounting knowledge?

Hi all, I’m looking to learn about how one can transition from PwC AC to PwC India.
I joined PwC AC Bangalore as a fresher and have been working here for 13 months.
I was randomly assigned to SAP, but I’ve realised I really want to move away from this and move towards what I originally planned on pursuing i.e. data analysis, I was already well versed in ML and DL with python.
If anyone has made a similar transition, it would be great if you could help me understand how do I go about this.

Trying to transition and looking for a general progression of how you would go from essentially zero to entry level job as quickly as possible?

Currently going through the CS50 course to get a very basic introduction. Trying to avoid going back to school but open to boot camps if the community thinks they're with it.

Thanks in advance!

Currently a software engineer at FAANG (four years out of college) interested in getting involved in tech private equity. To reset my career, what is the most efficient route to get there? MBB -> PE?

People over 40, what advice (career, financial, relationship) would you give to people in their early 30s? I see people in their 20s asking this for those over 30 so I'm curious 😊

MBA in AML?? Can someone advice if I should pursue MBA? I’m currently working in AML, have 8years of banking experience. Will this help in any shape or form to progress in my career. Thanks!

Best study guide for CFP?

Are the reports of the US running out of diesel in the next few weeks accurate? And if so, how will we transport food or anything else from one state to another???

Ritz or JW in Cancun?

Is there a time limit on unemployment, 6months-1year? If I get the boot how long does it last? Thank you in advance for any help.

Any examples of a strategy consultancy that eventually built out a design discipline after being around for a while?

Ever since Risk Assurance busy season ended, I feel like I’ve been kind of coasting. I’m still getting all my work done but my utilization is slipping. With CRTs coming up, how worried should I be?

I have cleared all the interviews for the HR Manager role at ICICI bank. I have a total of 6yrs exp with 1 yr as an HR. What CTC can I expect from ICICI? My current ctc is 12 LPA

Can anybody tell which band and level is Senior Consultant -infrastructure management in Infosys Limited, Infosys

When traveling for business how do you find while eating out alone enjoyable or the food doesn't taste as good as being surrounded by friends and family?

Young solo here w/ a question about fees: 1. A local solo criminal defense attorney has offered to pay me to go and make appearances before the Court on some of her cases to make announcements. (For example, “ready when reached”). I’m open to doing this and this attorney is asking what my fee would be? Does anyone have thoughts or opinions on what a reasonable fee would be to do something like this? Hourly? Flat Fee? 2. I want to ensure this is ethical. I don’t see an issue with this. Thoughts?

Head shot recommendations ITP?

Hello All, I am looking for base salary for Sr Manager Medical Affairs Healthcare Innovation Technology (HIT) for imaging. I have 12 yoe and looking to be competitive with negotiating salary.

I'm a HS biology teacher with 2 electives, Forensics and Worldwide Medical trends. I am looking for online lab resources, I use labster, Pearson and a colleague and I have started to record what the students would do. We rotate one does the the lab and the other is the narrator but I would still like more options. What do you use? Thanks and good luck to all in these unprecedented times.

Kudos to the man on the train next to me who has his ticket around his neck, his glasses in his hand and a full sleeping mask on. 😴

Anything for sale anywhere in the continental US let me know.

Anyone purchased a timeshare? How does it work and how do you like it?

Hi Fishes,
Please refer Me for PM roles in Microsoft

Hi Fishes, I would like to know the Designation structure in Infy..which Infy Designation would be the equivalent of Senior Consultant in TCS

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

Anyone knows about the base for chase PCA?

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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

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?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Feels great when you transition with people from clients to good friends 🙂

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

What is the most expensive thing you have ever bought? How much did it cost you?

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?