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.

Personal finance/investing advice for recent college graduates? Best personal finance and investing books/websites/subscriptions/YouTube channels? Thanks!

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?

Newbie to investing. What are good online courses / books to get smart on investing?

The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

List of books to better understand about blockchain:

- Blockchain: The Next Everything
- Algorithm to Live By
- Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond

What other books or resources would you add to this?

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

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

I come from a pure healthcare background and have minimal finance skills/experience. Want to eventually get in healthcare investing in a MM PE fund.

Is there anyway that I can start to make moves on this, while at my Big 4? Who are the best types of folks to reach out to at my Big 4?

Anything I should get smart on? Websites, podcasts, books to read?

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

I am wanting to start investing in real estate in the new year… I’m using this month to read up on it and familiarize myself with it. I am a true beginner and wanted to ask for any tips, tricks, advice, books, videos, magazines, podcasts, etc to start? Please let me know!

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!!

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

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.

Investment gurus - Appreciate pointers for resources (books, blogs, videos etc.) to read up on investment strategies. Just getting started and could use all the help. 🙏

Hi - any good books recommendations for getting started on real estate investing?

Looking for book recommendations; any favorites? Interested in both fiction and educational/self-improvement (for example, investment / finance books, time management, etc). I feel my vocab is...

Hello all!
I'm 26, I studied economics but I don't know why I'm not much into investing/trading. Someone else like this?
I recognize this is not a very good approach for someone with money "knowledge" and I would like to change this mindset. My main weakness is that I easily get bored of following the market and that I do not see big opportunities. Any advice?
Where to start learning, general advice for LT and ST investments, things you learnt, books that changed your pov on the topic etc.

Thx!

For any of you real estate investors, what tools or sources did you learn from when getting started. Can’t find a mentor currently so want to find some highly recommended books or videos. If focused on the tri-state area (NY, NJ, Long Island mainly) that would be even better. My hope is to buy and rent out a apartment while also owning a house and house hacking that by renting part of it out. Trying to understand all the steps, traps, and how to find if it’s a good investment.

Hey Republicans! Are you sick of this moron Donald Trump yet?

Software sales folks earning commissions based on MRR as customers are invoices- Do you get paid commission for deals you closed even after your employment ends?

What’s the max umbrella policy coverage y’all have seen offered by insurance providers? Looking to get one for the first time. Anything I should consider/ask the insurance company?

Coming off anxiety meds, withdrawal symptoms are terrible. Panic attacks and crying on client site (in private) daily. It’s obviously affecting my performance - how to tell my manager?

What's everyone into now? I cashed out some of my CCIV but not sure where to move to next. I feel like IPOF should have some news soon...

Hey sharks,
How to get into freshers data science role as a non-tech professional?

Welp I was in front of the computer the whole day and have no chargeable hours, not sure what I was doing 😳

Is it concerning if a recruiter is dancing around giving you an offer? or is it just busy bc of Q4, coordinating teams, start dates, and covid?

I just started a new job, they are asking me to lead training. I have no experience in the subject matter. Why me?

How we all dealing with Rona times??? Hope you all ok 👍

For people with Non-technical backgrounds who are now Product managers in the Tech industry, what kind of resources did you use to prep for your interviews? I've had people recommend brushing up on cracking the PM code but there's SO MUCH information out there and it's hard to figure out if I'm looking at the right thing or not. Please share resources that helped you get into PM roles (bonus points if you work at companies like Amazon and Google).

I am looking for someone or company , creative, challenging, moving forward with innovation. I am fullstack web developer, have more than 6 years of experience. I am very intrinsic and motivated and get involved into something what i like. what is motivate me most, this is something creative and non repeatable thing.

here is my skill

framwork: Laravel. wordpress, Mern stack, Mean stack based on node.js

programming language::javascript, php, css, html, python

CMS::WordPress, Shopify, Dupal

Any choice Marriott properties in NYC? Hard to distinguish what's a good pick. Trying to stay below 300 USD a night.

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

What is your experience with The Bill Good Marketing system?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

What’s it cost to work with an attorney when leaving a firm?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

How do you advertise?

Any advice for someone in the middle of a merger?

Are any RIAs charging for maddening 529 plans? If so, how?

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.