I have a prospect who is a US resident living in Canada on a temporary work visa. They are being told by their advisor that they must liquidate all their accounts (brokerage, IRA, and 529). ...

I have PMP prep books, anyone want to borrow them?

What companies do you recently regret not investing in?

How did you ask for green card upon receiving H1B? I am a H1B holder thinking about asking my employer to sponsor my green card (same employer who sponsored my H1B). Curious to hear how others with similar experience have managed such conversations!

Best sign up bonus right now that is not the CSP and the Amex platinum?

I am financially secure (husband now has a high earning job) and looking at what options for "moon shots" at chances of real wealth generation with my years in Big 4 (10+). Month to month cash flow isn't a concern anymore so i can focus on opportunities for bigger pay days. Ideas from the hive mind?

As a former Corporate Counsel, now mostly solo practitioner in Federal Court specialty practice is a mixture of Bankruptcy, Immigration, Business Transactions and Employment law.
My question is could I affiliate "of counsel" on part of my practice like say only Employment Law?

When in your pregnancy did you (1) purchase life insurance and (2) have a will drawn up?

@Partners - how much money do you need to invest I to the firm to get your partner share?

For those watching their home value - which is best? Zillow or Redfin? I’m watching mine to see what equity I have to refi and potentially get PMI removed. Zillow is current showing home value at about 20K less than Redfin. Are there any other tools I could be using? Thanks.

If you only stay a year after returning what happens to the 10K relocation and 20K early signing? Are you required to pay back half or is it all yours?

Any suggestions for books to read about any guide for buying house in Canada or on real estate in Canada ?

Thanks

How long did it take after getting your license to actually start making money?

Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

where is the best place to sell or trade in my used car? (2019 van low km’s)

The equity market has HFT firms to help with volatility. Crypto needs HFT firms. Tempted to start one

Best ETF to invest in? I’m 24 looking to invest about $50k and don’t know where to put it. Nothing that’s super high cost or risky please

My boyfriend and I make 200K combined and live in NJ. We have $1000 in monthly car payments combined. That’s all we owe. Our credit scores are in the 800s. We have 50K to put down on a home. We have done the math and I know we can afford much more but he doesn’t want to buy more than a 400K home. I’m almost positive we can afford 500K and be more than ok. But then he starts to talk about how much kids cost and how we will be house poor and we won’t be able to afford kids. 🤔 Am I insane??

I am starting a new role with a new company and will have 6 direct reports. Although I have managed teams before in a consulting project setting, this will be the first time in industry. Any recommendations on how to sharpen my management skills (books, blogs, etc). Particularly looking at how to delegate effectively and practical examples on how to run day to day.

Any tips on how to bring in clients to the firm? I do L&E and one of the things my firm goes over during annual evals is whether we bring in business, even for third year associates.

Is It better to join a PE Tech company in an impending recession or stay with a public company ?

Hi fishes how is wlb in mphasis?

Hi! In the process of switching from South FloRida to PA again to work at a hospital but making the same money? The switch would open me to be closer to family for support and the have a nursing prog,since the benefits are attractive and I’m looking forward to the future growth. The thing is they claim i only have experience of 7 years and offering me less than what I make now. I wanna go, but any suggestions on this negotiation cause I would still need to pay for a place to live and expenses.

Anyone have first hand experience with travel medical insurance? Looking to purchase for a short trip but finding so many mixed reviews from people that have had to actually try and use it. Appreciate any recommendations!

I have observed that people on testing domain or frontend are getting better pay than other new tech domains like blockchain, cyber security, data sci etc(4-11yr exp) .
For less than 4 years experience new tech job gettig good pay but others getting very less.

In dev job Java, spring r etc getting better pay. Also some SAP consultant are also get paid high.
Is exp people in testing/frontend dev are less due to which they getting better pay than others with experience.
Based on fish posts*

Hello,

I will be joining PWC AC Bangalore in couple of weeks for SAP tech stack.
I am joining from a product based company. So wanted to know how we are assigned to projects. Will there be any client interviews. If yes will it be very tough? Do we get a say in the projects we can get to work or its usually assigned and we have to take it up.

Thank You.

Hi all,
Anyone working in Nineleaps company Bangalore?
Please share your working experience? Hows the working environment and about work life balance?Nineleaps

T2 consulting —> MBA at M7–> top tier IB —> top tier PE/HF. Is this feasible?

Chances of convincing HBS to take me off the waitlist using offers and full tuition scholarships from all the other M7 (GSB, Wharton, Kellogg, Booth, Sloan, CBS)?

“What do you guys see...a mouse or a blue screen”

Are u supposed to tip the luggage carrier/ outside agent the airport? this is the guy who is outside your terminal, he prints ur tick, tags your bag and sends u on ur way. No, right?

Booking a last mintue trip to India over Christmas New Years. Anyone have any tips on best places to book business class? From JFK.

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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.

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

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

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

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

What are some of your “schooling the client” moments?

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 would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

Anyone ever feel lonely at work? As in, you still talk and all, but still don’t feel close to people and feel distant.

I just finished the book I was reading. What should I read next?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Best coaching company to help focus on client service model and bringing in new assets?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?