I want to use my asset management skills for a social just cause or community activism. Does anyone have experience doing this?

like
Posting as :
works at
You are currently posting as works at

FA1, I would be interested in your experiences related to this. WM, I would argue that since many won’t end up trusting you because of all the salespeople masquerading as “Advisors”, I would suggest that you get involved in your community in non finance related activities. From there you will be able to transition to asset management skills once you build trust with the organization

like

I offer free meetings to those struggling financially in the community and give th some tips

like

FA1 - how do you market this? Is it a standing offer or do you choose a Saturday and have these meetings lined up? I like your idea. I assume you are independent

Walk the walk. Donate 10% of your revenue to local charities. Make it known this is your objective. I have a buddy who is a lawyer that does this and his business boomed after a year of advertising this.

More Posts

Any app that can be used for bajaj allianz health insurance use??

like

Can anybody confirm, Whether the hike is on a prorata basis for those who joined in Jan or not ?

Any tips on how to keep my plate full with work? I just moved from civil legal services to Biglaw as a staff attorney (9 YOE), and I’m looking for strategies on how to get work from partners. They know I’m new and I have gotten some matters to work on, but I find myself out of billable work by the afternoon (and today, by 10am). I check in with different people each day to ask if there are things I can work on, but what else can I be doing (that isn’t going to annoy the shit out of ppl)? TIA!

like

How much does a PIMCO account analyst make in NYC? Is it a front office rol3v PIMCO

like

Hi Amazonians!

Is anyone familiar with the role “Fraud Operations Associate” with the AWS activate team? Or insight on the activate team in general? Would love any information!

Amazon Amazon Web Services

like

Anybody got decent turnip prices today? I care more about my investments in turnips than my actual stock portfolio 😤

likefunny

Love the Speedmaster, but am thinking about getting a comparable but more unique piece (I.e., not an Omega or Rolex). Any thoughts?

Anybody else feel like they're spending too much on rent and probably should've gotten a roommate or maybe live outside the city?

like

Hello everyone,
I am looking for a job opportunity at Amazon..
I have applied multiple times but there was no response..
I have 4 years of experience in accounts payable.

Any leads would be appreciated.

like

Marriott Wailea or Ritz Kapalua -going in April for a week. Looking fr reviews from folks who have been recently. Booking as Marriott premier elite. Chances of getting upgrades? Service?Crowd? <CONTD>

like

Any one work with SF at Spotify?

like

Became a unicorn in this bowl. Best day ever. 🏳️‍🌈

likeuplifting

I'm currently the corporate controller at a small public company and I'd like to spend my career in PE-backed CFO roles.
I spent some time at MBB and in VC but I don't want to do IB or try to get into PE at this point. How do I get the right experience to be recruited for these roles in the future without IB or PE on my resume?
Any advice is appreciated 🙏

like

Offer decision:
Hello! I need some help determining which route to take as my first full-time profession out of college.

Deloitte Consulting: Application and Program Analyst (software implementation)
FTI Consulting: Corporate Finance for Retail Services

I'm planning to do an M7 MBA program, then possibly pivot to PE/VC or even MBB. Which route or career path do you think would help propel me the most? Thank you!

like

Has anyone had a reverse flow of the ductus venosus? It was detected on the 12 week ultrasound. And we couldn’t do any blood work due to a vanished twin, so the next step is an early echo and amniocentesis at 16 weeks. Would love to know if anyone has dear with any of these things!

like

Can someone refer me to Lead Engineer QA role in HCL?

Agile or Waterfall - what is your preferred methodology in a project cycle?

like

Friends - top watch for ~$5k? Looking for a dress watch that works for many scenarios

What s normally a signing bonus at KPMG?

like

Additional Posts in Financial Advisors

What 529 plans are you using and why?

like

Is there good awareness on mental health issues? Do most FAs go to therapists? I get the sense that most should.

like

Anyone else have trouble with adobe AD on a Microsoft surface pro always freezing up? Really frustrating when trying to make it through the day efficiently

like

There is $13T of cash assets out there. Who else needs to bring on net new assets? I'm taking my fair share using a no cost, liquid fund now earning 1.3% and paying me .15. Can anyone beat that?

like

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

like

I would like to bring on another advisor and would prefer someone with two yrs experience +, and some actual planning and investing under their belt. Salary plus commissions. Where do I search?

like

Anyone used the SBG RateTrack? What will happen to it when LIBOR is no more?

like

What are your strategies for getting out of bed in the morning? I set my alarm for an appropriate time but always end up snoozing until the last minute and running out the door.

likesmart

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

like

I get so nervous before meetings, my mouth dries up and I go to the bathroom couple times. How can I deal with this?

like

My latest prospecting idea is to get address of families with new borns, but I'm struggling to find a way to turn those address into phone numbers. Any suggestions are welcome

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Who the hell wakes up at 4am? Post your age, position, country. Let's find some similarities.

like

New Here. Series 6/63/65 licensed. I'm building a financial planning/retirement planning business around managed money. Would there be a benefit to me getting a Series 7 license?

like

According to new rules, if you have a CFP you have to give up your 7.. Correct?

like

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

like

What are some milestones that you're looking to achieve in your career over the next 2 / 5 / 10 years?

like

New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

like

Anybody know how bank branch financial advisors are being paid at Wells Fargo?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal