If someone gained access to your book and wrote a letter to your clients calling you a middle man and said they could save by switching over to fund, do you think your clients would stay loyal?

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

Hypothetical or real situation?


Message received!


Absolutely. If your relationship and value hinges on that small margin that's your fault

Whatever clients were to leave it would be doing me a favor.

That’s why I don’t use money managers...I do the investing myself

Related Posts

Are there any recruiters from IBM who have information on their apprenticeship program (Soft Eng)? I have applied and my application is under review. How much knowledge/skill set does one actually need to get into the new collar program? From what I have gathered online, it's kind of a mixed bag and can take a long time to onboard someone. I am self taught, know the basics of two languages and have some small projects to show. Just wondering if there is anyone that has been through this process.


Prometric closed until April 30. Fun stuff


Hi Fishes,
What will be the in hand salary for the below breakup from Wipro?
Considering the tax deduction and pf and home loan exemption.

Post Photo

I don’t get all the whining.

We’re so freaking privileged.

We make 8-10 times less what partners make at the peak of their careers, at entry level, sitting in a lukewarm office 3x a week.

Sure, the 80 hour weeks are long, but on top of our massive 5 figure salaries after taxes & loan payments, we get $25 a month off at Equinox, free Costco snacks, etc.

The single partner who has to leave their kids to sleep at their exes’ house because they have to micromanage their staff gets to complain.


Hello all, 5 yoe in mechanical design and working as Software test engineer recently got up skilled for Full stack developer Java from simplilearn and have secured a Associate Software engineer in a startup but for technology (.Net full stack)
I have few concerns about should I be making this move and take this opportunity. Pls share your views if .Net has good@ demand in the IT Mark since Very new to it


I've been with my job, same team, same pond group etc. for 6+ years but never really came out to my team other than to the people that I consider friends within my team (i.e. people I see outside CONT

My toxic trait is when I feel stressed out I think everyone is trying to inconvenience me.


Hi all,
Im second year M.tech student
Im fresher and I have two offers need help to decide best fit for me

Company: Eaton Corporation
Role: Cybersecurity Engineer
CTC: 11 LPA (fixed)
Location: Pune (Magarpatta)

2nd one is Tata Digital where im interning. They will release PPO (Pre-placemet Offer) soon.
Role:in Cybersecurity Domain (not decided yet)
CTC:11 LPA+ (not decided yet)
Location: Mumbai (Fort Area)

Both offers having similar job profile. Which company will be better for Cybersecurity role?


Hi Team,
Need your inputs. Is stability more important than the opportunity?

I have an opportunity to explore how ever it's been only 6 months in current organization.

Can I take the offer and switch? Does it affect the stability?

Please help.


I want to switch, how much can I expect my cctc is 5.4 lpa yoe 1.5 years? I am working as a ServiceNow developer.


Qualified CA required with below skill sets
IGAAP,IFRS,US GAAP, Financial reporting

Locations: Bangalore, gurgaon, Mumbai,Kolkata
Experience 3-12 years

DM me for referral


Hello- could you tell me if this is a plus sign??? That second line looks so faint to me. Or am I seeing things?? I'm scheduled to take my blood test on 9/1 but was too anxious to know now. What do you guys think??? We did our first embryo transfer last week on 8/23.

Post Photo

Hello Fishes
Does anyone know what is being checked in the 4th round with ED at Morgan Stanley


What kind of gifts are given at fidelity investments during year end?


"Count blessings/be positive/life is what you make it" peddlers: negative feelings are not chosen, this isn't a flippable switch and self-help comments definitely won't help if all the books haven't.


Tekion Corp.v/s Juniper Networks. Base salaries almost same.(just that Tekion will give stocks( not yet listed company though), while Juniper has a variable component in CTC. Can someone please help to finalize the decision on which one to join based on work, growth, WLB?

Do you think it’s rational to start a cookie business during inflation? If not what would be the best business to start?

I am currently unemployed unfortunately


Additional Posts in Financial Advisors

If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?


Taking book recommendations :) What have you all been reading?


I'm a member of 3 Chambers of Commerce. One of them does a Business @ Lunch program. For $300 bucks you get an hour to present whatever is on your mind. Has anyone done anything like this?


I have several family member accounts. I charge them all only ticket charges. What do you guys do? Do you take family money? If you do what or do you charge?


In everyones experiences, what do you do with colleagues that consistently interrupt you while you're speaking mid-sentence? Do you ever say anything or do you just let it happen?


I just figured out that I work at a multi-level marketing company


Any outside sales reps from Fisher Investments here?


Those who work in a office where the manager controls who gets resources (online leads, trade shows etc.) What is the system in place to determine who gets them and what is it based on? Rev., Clients?


Does anyone else need “down time” between work and sleep? I can’t go from churning out work product to going to bed without an hour or two of self-directed, unplugged, leisure time.


Wtf happened to the market today?


Curious if anyone has successfully left a bank program, started their own shop and lived to tell about it? Been in 10+ years and it’s becoming Soul Sucking.


I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️


Anyone ever used the Warton Group? Their marketing emails say they have preset appointments with 401k plan sponsors that are shopping their plan. The advisor is charged for the contacts. 1/2


Has anyone ever used a executive suite (regus type) and used the secretary to answer the phone and then have it forwarded to another phone?


Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.


Not sure if this is the right bowl, but if you’re independent, what are your ticket charges? What’s industry average? Not sure where to get this info...


Anyone have success from the Dave Ramsey program? Is these online lead programs worth the money? What nna, hh, production if any has come from it?


For all American citizens here, would you like to work and live in Canada? Why or why not


Was told today during a feedback discussion that as a woman in a male dominated industry I have to smile more and watch my tone...


I am really loving my job but been noticing that I am behind on everything else (family, dating, hobbies, etc) due to the demands of my job. Any tips on navigating this?


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


Embed this post

Copy and paste embed code on your site


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


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