I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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Only 5 Trillion? Startup?

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I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

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What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

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How can I learn about investing in real estate? Any good books or articles?

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I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.

Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here

What are some of the best books you’ve read about people and investing? Such as dealing with people (business psychology almost) and then investing (real estate more specifically)!

I am looking for books that give practical advice, not just big picture theory and motivation.

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Looking for recommendations on books for personal finance and investing?

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Looking for good books on investing. Open to anything- real estate, stock market, etc. please leave any suggestions on what to read and anything to avoid - thanks fishes!!

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Book suggestions for new-ish investor - PLEASE. Need to learn the fundamentals

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First time investor in the US. Any suggestions on books / blogs to read to get smart. Where do people typically invest given all the client related policies in place for consulting firms?

I’m a newbie with investing...basically know nothing and wanted to ask. What sort of research do you guys do before investing in stocks? Any books you recommend? Only thing I have is index funds with VBAL so far on a friend’s recommendation. Thanks!

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Any good books or YouTube channels on investing/retirement for beginners ??

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Anyone real estate investing? Looking for good podcasts /books/resources on non-commercial multi family in particular.

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I want to start investing in rental property/real estate..but I'm totally clueless about all the costs/risks. Any suggestions on good resources likes websites or books you guys uses?

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I’m an attorney trying to learn about finance and economics. I didn’t take any economics courses in college and don’t have any experience in that area. What books or other resources would you recommend for a beginner? I’m not looking for investment guides.

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Any recommendations on books to read to get acclimated to the PE world and investing? Joining an MM secondaries firm and would be interested in reading beyond pdf’s, content online.

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Any blog/books/apps to help a novice understand how to start investing her hard-earned money? This business can be rough but we make a decent living and I don’t wanna put all I earn in lurzers archive

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We have HHI of 260k excluding bonus. Currently own a house (current value is 440k) with 45% mortgage remaining. Planning to buy a new house of 500k. Combined mortgage of both house would be approx 4.7k per month. We both max out 401k and I normally invest 25k via megadoor roth + 2 529s for both kids. Q is Can I afford new house or should I sell current buy and book the profit since realty mkt is so high and our house has the max value currently?

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I know this has been asked before but hoping for some tactical starting points. I grew up in an awesome ... but very blue collar family. My parents didn’t invest so I wasn’t exposed to it growing up. I would like to start. Would some 🐠 be willing to help a newbie navigate the best way to start. Would love recommendations on books, websites, podcasts etc. I have a relatively low risk threshold so I would like to start small and build up to a larger portfolio. I hope that makes sense. Thank you!

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Any advice on negotiating multiple offers? Never been in this position before so anything would help. Thanks!

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MYTH: Unions protect the lazy and incompetent.

FACT: No union contract will shield workers from fair and logical consequences. You're just as likely to have a "deadweight" coworker in a nonunion job.

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Looking to buy a property mid-2021 and need advice on what to do with my savings that I’m building to purchase the property. More info in the comments

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Remember when LinkedIn feeds were for "we're hiring" posts? If I owned LinkedIn, I would make one day a week just for that: Post a job. Or don't post. It would be called: Please hold your pollution posts about coming out, anti-abortion, feel good, human-interest stories, and your two paragraphs of unsolicited advice. Well, probably I would need to think of a better name, but you get it.

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For those working in Cyber at EY, how do you feel about the projects given to you?

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Product Manager working on HBO Max (base: 145k; total comp: 166k) got an offer for PM role at Spotify (base: 170k; total comp: 200k)

I am not thrilled about the scope (i.e. products that I would be working on) at Spotify but I am relatively new to PM (had been in marketing prior) and think Spotify would be better at teaching me the ropes than WarnerMedia.

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I wouldn't trade him for the world, but I regret not sleeping with more women before meeting my husband

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What are the ultimate enemies when it comes to brands and marketing? Could we still agree this prize goes to Pepsi and Coke or is that too 2000?

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What’s the PWC email chain big4 posted about?

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Has anyone done contract consulting work? If so, how was it and can you take on several contract consulting projects simultaneously?

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We are getting the letters on 12th September (Monday). Got to know from reliable sources in HR. Just 1 day guys, let's go!!!

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Hello Everyone. Please let me know whether Infosys is actually giving permanent WFH. What about next year or next to next year?

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Best way to spend Hilton points ? got about 500k points but cannot travel this year?

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Anyone work on the tech side of Crypto? What's it like?

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Sorry, is this bowl for portoflio reviews, or portfolio reviews?

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Anybody here who works or knows someone working at Netflix? I'm looking to know more about the different data science teams and the working culture within the company. TIA!

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West Monroe fish,
What's the M&A loop/case study interview like? Appreciate ANY help.
Also, does anyone knw how can I tag West Monroe(for reach) or is it not n option?

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Additional Posts in Financial Advisors

What would you guys think of targeting higher income people with a 2-3 hour Bond seminar (workshop) on a Sat morning? Continental breakfast and a couple of breaks.

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Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

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What service do you rec to set up conference calls? I feel like a douche still doing it on my own telephone. What does it cost to do this?

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I watch CNBC all day and I see those Fisher Investment commercials talking about how they have much better strategies than everyone else. Anyone have a clue what their MO is?

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If there are any wholesalers on here reading this, please come and feed us!!! Oh, and teach us about your lovely products, too

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Most valuable advice you were never given starting out?

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Got 2 offers,1st from British American Tobacco- Planning Expert 10% pay rise and 2nd from small company(focus on data science) 50% pay rise, Data Science Project
Goal: to break into MBB or FAANG

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What are the best and most interesting benefits that you have at your job?

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Does anyone do any type of real estate investing? How'd you start?

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Wanting to leave Raymond James. Year 8, 76 mm as of this morning and potentially thinking of going to another B/D. Maybe Indy? The thought of having to do everything has always worried me.

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Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

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As silly as this may sound, how do I learn to let “work be work” and not let it be my source of identity?

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