I had my first client leave me in the last 3 years. She left a fee-based program for more expensive and in annuity based program. She is 24. I have her advice average service. I met dad and grandpa.

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Some people don’t belong in the market. It doesn’t mean you are not good at what you do. It’s like those people that don’t believe medicine works....I quickly do my best to get out of the conversation and tell them good luck with that.

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I met with her, Grandpa and Dad and work out a financial plan for her. 12 months later she makes a move. What is going on?

I have a bunch it was a pressure move or she didn't understand what she was actually doing when signing. I'm calling her tomorrow.

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Thanks in advance!

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Aisa hota hai kya?

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As realtors, have you ever faced harassment from a client?

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Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

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Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

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Hi Guys,
I am a little confused. I am working in CTS, joined in feb 2021 and recently got offer from IBM.
CTS: 18.74 fixed(just got hike) plus 70k variable(to get in march)+2.5 lakh JB(1.5 lakh received,1left)
IBM: 22.5 lpa including 43k gratuity
Now the thing is that I am not liking the project I am in. No learning, no team spirit, nobody to support.We struggle in client calls as we are asked about timelines/ reason for delay etc. Should i switch. there isnt monetory benefit as 2.5lc need to b refunded

Is anyone hiring?
I am pursuing my Masters in Data science from Indiana University Bloomington and would love to work for data science and data analyst roles.
I am very interested in program management and also have several past leadership skills and would love to work as an intern in project management too if given the opportunity?
Can anyone give me a referral?

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Hello People,
Looking for advice based on experience. Currently living with in-laws that have come to support us with our first baby. My in-laws and I have had a rocky start to our relationship due to ours being an inter-religion marriage. Many things have been said that I’m neither able to forgive nor forget. I have a very kind husband who understands my sentiments but wants to try to have a cordial relationship with them now for the sake of our baby (and baby’s relationship with grandparents)

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My parent is sick with dementia. I can tolerate high level of stress when I'm called names, sent to h... etc.. but I keep everything inside. It's been that way for a long while now. Today my cup of tolerance has overflown when I was giving my parent a bath. I was so angry that I was shaken and I forced my parent to bath... I yelled and said things I would never say otherwise. I know I'm wrong and it's a disease, but I just couldn't help it... now.. the work time comes... I couldn't concentrate... tears just flowing from my eyes. Which I totally deserve. I'm glad I was working from home today. It got to the point that I just don't want to see that anymore... I just don't want to wake up. I just want to escape of my thoughts and my feelings...

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We are expecting a second child in about 15 days and my first one is 2.5 yrs old. My wife took a break after our first child and we never had a nanny. Our entire family lives outside of US. With the current situation, none of our extended family members are now able to travel and help. we are worried about hiring a nanny at this point because of covid concerns. What are my childcare options so that I can be with my wife during the labor?

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For your firm, how dressed up do you typically find yourself on client site in FED? Current project I have to wear a full suit and tie everyday, is this normal?

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ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

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I hate making mistakes and I'm so hard on myself and I can't stop crying about this thing that doesn't even matter!! I know we're not saving lives here so why does it feel like the end of the world

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Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

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