I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?

I've always wondered this ... How do PPMD's find new opportunities.. like is it mostly through networking / grapevine.. or something more structured?

Hello - what is the EYP role for 5-6 YOE? coming from US and think it might be junior mgr but want to confirm. Thank you.

I have 2 offers. Accenture and TIGER : Pypsark, Aws (2 yrs exp) . Please help to choose between two based on career growth and WLB.
@accenture @Tiger_analytics

If I accept the promotion to Partner/Principal what's the least number of years I could work without it being a financial mistake. I have an opportunity to do something completely unrelated that's my passion, but I feel like that's the wrong decision when I'm this close.

The other opportunity should still be there for 2-3 years

Does anyone else here have a hospitality management degree? Do you think it was worth it?

Just accepted a job at big 4, I have 1 YOE experience as a data scientist, plan is to stay for 2 years then go to MBB or masters…thoughts?

Hello I have got an offer in publicis sapient as Manager Automation Testing. Can sone tell me about projects for QA and growth oppurtunities here.

New fish looking for career guidance.

I'm a corporate recruiter with 3 years of experience. Finishing my degree in HRM 5/2022. I'm thinking of getting my SHRM -CP shortly after graduation.

I'm not sure of where to go after that, but I doubt I will stick with recruiting or my current firm.

Has anyone here started off in recruiting and branched out to other HR functions? Do you like your new role? Do you wish you stuck with recruiting?

Does Google value FAANG experience over consulting? Say if a person is trying to get into Google from Apple, will it be considered easier?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Has anyone went from saas to benefit consulting? How was that transition? Was it worth it? I hear in benefits you get a book with recurring revenue.

Would you take an undefined role at a company to help get their accounting department in line? They are specifically looking for someone who doesn’t know what they want to do and wants to learn. Cont.

Are there any CSPT’s here that can recommend a study guide for the CSPT exam?

Constantly wanting to leave work and go study for the CPA. I am distracted and bored while at work. It’s putting me in a meh mood. Ugh

Bit of a niche topic: I’ve been in TS/SCI processing for a Science/Tech/Weapons analyst position with the CIA for 3 yrs since I finished grad school in chemistry, but CIA positions are sort of set it and forget it since they can take so long. I’ve since been focused on a Patent Attorney track and am with a firm that will support me taking the patent bar/law school. If I get through processing and go to the CIA for some time, do you think would I be accepted back into patent law later on?

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 have 3 years of experience working as a Salesforce Marketing Cloud Developer/Consultant. I am pretty burnt out and I would like to switch to part-time work. Do you know about any consulting company that offers part-time positions which are actually part-time (meaning you are not expected to check your email also on the days you are not working)? I am based in Canada but I would be open to working for an US company if they were willing to take me.

How easy is it to switch from SAP TM consulting to a product based role? What kinds of roles do you suggest?

What’s associate partner salary range?

What do you wear to atlanta ballet performances?

Is there any PG/ FLAT available in Pune (Hinjewadi phase 3) location or nearby it. (For Male)
My company is Capgemini.
Please respond quickly.

Accenture offering crazy hikes what can be the reason?

What is the leaves structure of tcs for experienced professionals

Hi Fishies,
Can you please comment on aspects like wlb, learning in hsbc client at Virtusa? I have been offered QA lead position.

How to get released from current project in Wipro.

Sucks to be on h1 b for two cycles of recession. Second cycle is particularly hard as now we are with families.

Need help with a formula. I’m downloading bank statements to excel and I’m trying to do a lookup so it fills in the category based on the bank description. The problem is I’m trying to use the entire bank description as my lookup value, but the table array I’m searching only has the first part of the descriptions (because the last parts are all different bank ref numbers). How can I do this?

Honestly what's your thoughts on brand purpose? I have a concept that I'm presenting this week which is heavily based on a good cause but connected to the brand.

Anyone have a recommendation for a research firm that specializes in teen recruitment for focus groups? Don’t need full service offering, just the recruit. Appreciate any help.

Anyone a manager? I’m recently diagnosed (26F) and I can’t help but beat myself up everytime I fall short of my to do list. Makes me feel like a huge disservice to my team. I’ve been trying vitamin D and working out, but it makes my “highs” and “low” SO extreme. The simplest things are so complex in my mind.

If anyone feels similar, how do you manage these feelings? I’m personally considering switching to an individual contributor role, but can’t help but feel like a disappointment if I do.

About to start Vyvance, when insurance approves the prescription… Traditional stimulants did not work for me. Heard good things. Fingers crossed 🤞🏽

What are some habits that inhibit you from being successful at your job?

I'm a light sleeper who cares too much about the people around me, but I've got a flight to London next Friday from 7pm NYC time to 7am UK time, and I'd really like to master sleeping on a plane just this once and not be in jet lag hell for the entire day after I land. I'll be in premium economy in an aisle seat. I usually take melatonin before bed and sleep on my side. Does anyone have suggestions for an OTC sleeping pill or pillow that actually works, or other advice for sleeping on a plane?

Has anyone been able to switch (to industry ) on H1 visa? I am getting a lot of interest from recruiters but am not able to get past the initial screening because of visa.

Why/how is Facebook conducting on-site interviews when all employees are WFH until mid 2021?

I have a final round with HR director. Is this a thing and what am I to expect. It’s a big company.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

Hey fish: what are some of your favorite business/self-help books?

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?

Characteristics/actions of the worst manager you've worked with?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

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

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

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing