If pitching one stock was old school cold calling, what’s a new school cold call like?

What carrer shifts could CSMs make?

I made the unusual transition from SDR To CSM. Considering switching roles or going to full on account management roles.

Thoughts?

Top DeFi coin recommendations?

How should I approach an ominous zoom appointment with supervisinpartner and managing partner? I’m a 3rd year associate. This is a new job, my first day was the first day the whole firm worked from home. It’s also much more challenging and demanding than my previous firm, which is what I wanted, but I haven’t been able to dive in and face the challenge the way I had planned to because I’m really struggling with working from home, both logistically and psychologically....

What should be the expected salary for a lateral joiner in Infosys ?

Yoe : 4.5 years
Tech stack : Mulesoft
Current salary :14.5 LPA

To the clients scheduling meetings over the inauguration: get over yourself.

PEOPLE DO MAKE MISTAKES!! but My manager reacts very rudely everytime with me, And all seniors who are with him around 10+ years will assign tickets to me and they monitor me continuously.

I never had any conflicts with anyone, but i felt that they all connered me. I had a call with my director and senior director and explained about this on my last day

i never met my teammates in office since i joined and resigned in covid.
Did this happen coz i dint have much rappo with them?

VMLY&R has openings in every department! DM me with your information/ resume to be considered.

Is it better to have SFH for monthly cash flow or passive MF deals through a private syndicate? Friend told me that you need to have $1.5m invested in MF to generate 60k a year approx but it’s much better than dealing with tenants and maintenance. Just wanted to get peoples thoughts on becoming financially free through these two real estate methods

Anyone recently got a mortgage through SOFI? can you please share your experience?

Which credit card do you think is the best for ME consultants?

Lifetime SPGer who is staying at a Marriott hotel for the first time. Platinum gift is 1k Marriott points (vs 500 spg points) and the green choice is 1k points for the whole stay (vs 500 per night)...

First time Dad and my 15 month old keeps running up the stairs at my in-laws place and they keep encouraging it. Stairs are almost 10 inches high with nothing underneath and I’m worried that he might slip and fall in between the stairs. My FIL is a bit of a know-it-all and keeps insisting it’s safe and I don’t agree. What do I do? Don’t want to fight the entire house full of people about this and kid enjoys it too much and cries a lot if I/we prevent him from climbing

Hi Fishes, Wanted to know the work life balance and culture at Fractal Bangalore location . Got offer as an Analytics Consultant in the SupplyChain team. If anyone worked in the past or currently working please comment and hit the like button too 🙏. Thanks in advance ☺

I'm working on a Fintech startup related to commercial banking pricing. We would like to do some "expert interviews" with current RMs (we would compensate your time.) We want to better understand the friction points when it comes to price C&I or CRE loans. Please DM me if you are interested.

We are not looking for any private information, but more anecdotal evidence of issues that can be improved.

Hello, folks! I wonder if you have any advice/info for a person who is looking for an "investment associate" role in Dubai. I have a financial audit background (4 years Big-4), 1,5 year in deal advisory (half year financial due diligence department, 1 year valuation department). I have experience in TMT, retail, Energy and Utility and other industries. Currently I'm living in Eastern Europe.
What is considered to be normal in relation to WBL, compensations in Dubai for such role or similar?

how is recruitment in general happening in Dubai at the moment? I was told it slows down during Eid and now with summer around the corner, recruitment activities are not high..

any comments ?

Can anyone recommend an endocrinologist? Specifically for Hashimotos. Thanks in advance

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What's a good brand for suitcase? Looking for a more reasonably priced suitcase

What kind of multiples are you seeing/offering these days on practice acquisitions/sales?

Who has a Non-disclosure Agreement in their employment agreement and/or contract & are you concerned about it?

Dumbest thing you’ve ever said to a prospect?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Anyone in the Houston area?

Anyone discussing protective put options strategies with retail clients?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

Shaq is on the board of Papa Johns ??

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

Does anybody else want to throatpunch that douchebag in the ameritrade commercials?

100% referral for a long time but now considering moving into marketing. We have support staff to take on responsibilities but want to put best foot forward. Ideas, lessons learned? Please share.

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

Any South Florida based firms hiring?

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

AND SO IT BEGINS- UBS EXITS BROKER PROTOCOL

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?

How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.