I need some good career-development or finance-related books, anyone got any recs?

Hi guys! Looking to learn about real estate investing! I am a senior in college graduating with a degree in finance so I understand certain aspects, but am looking to learn more on my own about real estate specifically!

What books would you recommend I read?

What finance podcast/show/guru do you prefer? Do you have go to finance books you recommend?

Any recommendations for a book/podcast/self study materials for a new finance attorney? I have no background in finance and was assigned to a finance group. Help me!!

For ex consultants without finance backgrounds who transitions to PE or Growth do you have any recs on podcast books to read that helped you build your PE/Investing knowledge?

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 ☺️

Give me your best Audible book you have recently listened to? Finance, Sales or non-fiction

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

What is the best method to learn SAP finance? Do people have recommendations on a specific book, website, or other best practices to learn it?

Any good books to help get you up to speed on real estate finance matters?

Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

Loving this new bowl! Please share your favorite business books with me. Topics of interest are personal finance, career, entrepreneurship, and life-work-balance and joy.

Big legends Guide to Three-Fund Portfolio. Yay or nay? Additionally, please share personal finance books that you recommend to newbies! Thank you and happy holidays!!✨

What are some good modern/post-pandemic personal finance books you can recommend?

Anyone have good resources (online or book) to learn about the finance function?

I've heard a lot of people remark that getting into finance is often not as lucrative as many people think, and building a book and getting ahead is quite arduous. Any insight on this front?

Best book you've read recently on personal finance?

What are some publications, books, podcasts, online classes etc that can help me prepare for my first year in consulting? Have 5 years of experience in finance and making the jump to consulting.

Could someone explain what finance closing process is? I passed CPA and have audit experience but I don’t really understand how industry accounting cycle works :( What does it mean to close the books? Are they referring to 12/31 deadline? Do all JE have to be recorded within this date? How does one close it?

Personal finance book recommendations?

Hi All, just moved to Austin TX! Looking to see if anyone has any connections/advice or opportunities at any tech companies specific to sales! 4 years experience in mortgage lending. Thank you in advance!

I think deep dish pizza is overrated.

Has anyone else noticed a change in clients since vet-related TV shows have become popular? I know you’ve watched Bondi Vet, but I actually am a vet, so please let me handle the treatment plan.

Where to go with kids and grandparents during cold season in Chicago or Northshore? Moved to Northshore recently with 2 kids and parents visiting soon.
1. Restaurant recommendations.
2. Play areas.

What role is after Developer/Senior Developer?

Looking to move to San Antonio and we're looking at places in Alta Vista and El Dorado. Pros and cons? We have two kids under five, so looking for a nice family community with good schools.

My marketing people - does anyone else's company have a dedicated "Marketing Response Team" (MRT Team)? Or something similar? Might be called something else at other companies and I just have no clue.

Is this bowl active ?

Does anybody know of Restaurant or hospitality groups that are good to work for? Looking to change companies but so many poorly run ones out there

Recommendations on the best podcast, book, or other medium to learn more about “entrepreneurship through acquisition”?

As a self-pay lady, it’s really annoying to end a stim cycle with boxes on boxes of leftover medication. They could have estimated more closely and included refills or something.

Qualys is very bad company, nothing positive, only good thing medical insurance and 1 month np

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

What motivated you today to make the calls?

Hi everyone,

I have received an online assessment from Accenture for selenium Automation Testing.
Any one has any idea what sort of questions are asked. It will be really helpful.

Thanks in advance

What’s the best sign off party/event for a big-ish team with a large budget (about $150-$200 per person limit)?

I want to get a bottle of liquor from Canada that isn't sold in the US. Can't get it shipped. Anyone from PA/DE/NJ/NY going to Quebec anytime soon that would be willing to bring a bottle back?

NPR says since Im in quarantine I should try to keep track of something to stay sane, so instead of the market, Im tracking of how many times I step on my sons legos. Today: 2

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

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

Anybody deal with large clients? In the tens of millions? How would you handle this?

My firm is currently hiring to our financial planning team. We are a rapidly growing firm! Our department has a career path to both the advisor side and corporate planning roles.If you are interested or know anyone who is, please reach out to me! We offer a flex schedule so you must be near one of the geographies!

Locations:
- Torrance
- West Los Angeles/Westlake
- Vancouver, WA
- Portland
- Seattle
- Boston
- Austin
- Irvine
- Dallas
- Houston
- Philadelphia

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

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?

Anyone here in Santa Barbara CA?

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

Do any of you have clients with investments over $10 million? How would you guys handle a client with this amount of money? Would you look at SMA's?

What time do you get up in the morning?

Is it normal as an associate to sit in meetings and have nothing to contribute? I feel so useless sitting there and not saying a word.. any tips on being more useful?

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

E&O insurance premiums others are paying? We have $140k AUM and Hartford premium is $5200. High or average? 2 Advisors, basic mutual fund diversified portfolios, no high risk assets in book.

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

What time does your alarm go off? Mine is 3:55 or 4:20. (Exercise)

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

Which group would you see as the most profitable?- Teachers- State Troopers- MBTA / Railroad guys- Mid Market Business Owers?

When you got so excited for an interview that you show one day earlier.