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

Max or Lewis fault?

I think it’s 100% on max. By breaking so late he was banking on Lewis backing down, which was very risky.

What are some of the things that were a MUST when buying your first home and what were some things that you were more flexible with and why? I’m having a discussion with my partner about what we absolutely need and what can be worked on later. Also, any regrets?

Anyone ever just quit a job? Hate my clients, don't care about the agency/coworkers, all references are elsewhere and I have a better job waiting. Worth putting in 2 weeks anyways?

Is verizon service based or product based company?

I know that feedback culture is part and parcel of consulting, and I feel it is contributing to my anxiety and depression. At the same time, i enjoy the problem solving aspects and don’t want to do a career change.
Anyone having the same problem? What have you done to help yourself cope with the culture?

Does having student loans impact your ability to get a mortgage?

How realistic is it to think of a pivot from sales (GCS) to marketing as an L2? Should I start the process now or wait until L3? (Apparently a lot of people want this but nobody talks about it so insights are welcome)

Looking for honest opinions: would you trust career advice from someone who doesn’t necessarily have a background in career coaching but has always been “that friend” that everyone calls for career advice, resumes, salary negotiations etc?
I have a long background in management and have been very successful in climbing the ladder but I would love to start career coaching on the side. Any feedback is helpful!

Will s&p provide headset along with laptop for new joiners?

Woman approaching 40, dated once, LTR once and heartbroken by 32 as I found the man in LTR was cheating on me. Shut my heart completely to ensure never give anyone the power to hurt me. Today I wake up and see years have passed. I have checked off many bucketlist items being single for these years including solo euro trip. But now I feel I can’t go on forever. I just wish I had someone to plant a good morning kiss, like simple things in life. Hard to share these feelings, hence confessing

How much Director in Oracle Consulting get paid?

Chicago copywriter looking for a partner in San Diego, PDX or Seattle!

Hello all, for those working in an agency. I wanted to see what your typical client workload is? I’ve been in my role for about a year but the workload has changed dramatically without hiring help.

Can you please share:
- the number of accounts you manage
- how many support staff you have on those accounts
- how many active pitches you send per month for those clients on average

Thanks all!

Hi, I'm an employee at a hotel chain who works remotely. I've been working remotely for over a year now and I love it! The company I work for is very supportive of remote workers, which is great.

But there's one thing that's been bothering me: it's hard to get feedback on my work when I'm not in the office. It would be great if there was some kind of system that let me know how my performance was being evaluated while I'm working on projects from home.

I got 2 times in Nagarro cheerboard. For Sep and Nov month.

Will this be beneficial in appraisal?
BTW 2 Cheerboard ka bas 1000 rs mila
😭😭

Recommendations for bachelor party destinations aside from Costa Rica and Mexico City. Preferably under 5 hour flight time from Atlanta outside the US.

Why in EY GDS orientation, they are calling Gurgaon people to office on the second day?

Can I join the EY GDS session virtually on the second day also as currently I am not in the base location?

For laptop also I've opted to be couriered.

Will there any issue if I join virtually on the second day for Gurgaon location?

Can anyone help me or suggest me with accomodation in whitesfield near to cg office?
under 10k.

Do you talk about work with your loved ones? Do they resent you for it? I have no idea how to create a work/life separation

Looking for recommendations of any good non-finance books to pass some of the downtime at home

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?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?

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?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Anyone working at Barclays Wealth Management in the UK?

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?

Should people be fired for lack of people skills?

It seems like the whole industry wants to buy a book but no one is selling, any ideas on how to in front of people who truly want to sell?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

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?

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.