I’m a CFP in the banking channel now, manage around $60-70 Million. Mixed book managed, annuities, structured. Looking to probably leave and go independent very soon, maybe next year. Bank assets are sticky. Was thinking of reaching out to retiring accountants and buying practices as a referral source. I hear Accounting practices are fantastic referral sources to gather AUM. They’re also way easier to find for sale than advisor books, that’s why I’m considering this route. Thoughts anyone?

You are currently posting as works at Financial Advisor

I’m a CFP in the banking channel now, manage around $60-70 Million. Mixed book managed, annuities, structured. Looking to probably leave and go independent very soon, maybe next year. Bank assets are sticky. Was thinking of reaching out to retiring accountants and buying practices as a referral source. I hear Accounting practices are fantastic referral sources to gather AUM. They’re also way easier to find for sale than advisor books, that’s why I’m considering this route. Thoughts anyone?

2 reactions

3 months

Posting as :

works at

You are currently posting as works at

Posting as :

a Manager 1

You are currently posting as Manager 1

What bank are you at, you'd be surprised at what clients will leave their bank assets and follow you with investments

1 reactions

3 months

Posting as :

Author

a Financial Advisor

You are currently posting as works at Financial Advisor

Not disclosing the name. It’s a regional bank in the US, but it’s backed by a global bank. Too many changes going on not to anyone’s liking. I’m sick and tired of these banks screwing their advisors. I’ve only been here a few years, that’s why I’m skeptical how much I can bring. Maybe I could get $20 Mill to come with me. Probably not more than that.

1 reactions

3 months

Posting as :

a Vice President Financial Advisor 1

You are currently posting as Vice President Financial Advisor 1

Here are some methods you can utilize to find CPAs and (I wouldn’t rule out attorneys) which has worked for me tremendously. Once you meet them and start to build a rapport, send them business first and invite them to client meetings. You can meet CPAs and attorneys simply by going on 1. LinkedIn, (search: “CPA + tax planning,” “estate attorney + your city”) 2. Existing clients, some of your best partners are already in your book 3. Local Bar Associations, (estate attorneys, business lawyers) 4. Chambers of commerce and business networking groups 5. State CPA societies and accounting events 6. Centers of influence events and mixers 7. Find the local rotary board member ask them to invite you to community meetings.

2 reactions

3 months

Posting as :

works at PwC

▸ advisory

You are currently posting as works at PwC

Talked to a recruiter today and he said he would give my resume to the company for the job position. It sounded like a cool job. How likely is it I’ll get a call for an interview?

2 reactions

Posting as :

an Attorney

▸ Law

You are currently posting as works at Attorney

Coach

Anyone here a GC/assistant GC at a biglaw firm? How are the hours? Who’s hiring?

2 reactions

Posting as :

works at Hematogenix

You are currently posting as works at Hematogenix

Hey everyone - I am trying to get an entry level position in cyber / info security. Got my BS Cyber and Info Security in 2021. Have 5+ YoE in IT Support. Based in Chicago. Anyone willing to provide a referral or share advice on how to get in? I am applying daily on LinkedIn and Indeed but barely getting interviews. Appreciate any help.

1 reactions

Posting as :

works at Mastercard

You are currently posting as works at Mastercard

Hello, has anyone recently made the shift to being an implementation role from a non tech role? Need some inputs. Thanks

1 reactions

Posting as :

works at HCL Technologies

You are currently posting as works at HCL Technologies

Conversation Starter

Anyone joined LtI recently with cloud engineer role?

Posting as :

works at Cashify

You are currently posting as works at Cashify

Any job openings right now for Python developer at Tata Elxsi?

Posting as :

works at Amazon

Hey Fishes,
I am working as a Solution Architect at AWS and was interviewing for a AI Consultant Role with GCP in Bangalore India.
I have 5Y exp into data science and ML, what should i ask google as a expected comp? Google

You are currently posting as works at Amazon

3 reactions

Posting as :

works at WRS Health

▸ Talent Management

You are currently posting as works at WRS Health

So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

5 reactions

Posting as :

a Data Scientist

You are currently posting as works at Data Scientist

Hi everyone, I am appearing for data scientist position in Accenture Dublin at level 9. What salary should I quote ?

2 reactions

Posting as :

works at Larsen & Toubro Infotech

You are currently posting as works at Larsen & Toubro Infotech

LTI hiring below roles and if anyone interested plz DM me for reference

2 reactions

Posting as :

works at Deloitte

You are currently posting as works at Deloitte

Best ways to improve leadership skills? Trying to build up the skill set for a PM role and I have next to no manager/leadership experience. What are the do's and don'ts of leading a product team, (or any team) and the traits you'd most want to see or have as a leader?

7 reactions

Posting as :

works at Tredence Inc.

You are currently posting as works at Tredence Inc.

Hi Fishes, I am really interested in product management and want to switch my role from risk analyst in a product owner/product manager role.
How difficult it is to do in amex? Its been half a year since I joined amex and I am planning to talk to manager after completing one year.

Can someone please suggest me if this kind of switch is possible? And how should one go about it

Any advice would be helpful

1 reactions

Posting as :

works at IBM

Has anyone recently given on bigdata engineer role interview recently in companies. Please DM me once. Your help is needed Accenture Accenture Amazon Infosys Barclays Microsoft Target Nagarro Zensar Technologies Ltd Persistent Systems Limited Verizon Visa

You are currently posting as works at IBM

2 reactions

Posting as :

works at HCL Technologies

Would anyone be willing to give a referral at Amazon?

You are currently posting as works at HCL Technologies

Hello Folks,

Anyone having any idea about idc technologies or idc digital? Please let me know how this company is? Does they pay on time? Job security and work culture. I am getting hired for oracle dba position?

2 reactions

Posting as :

a Sales Assistant

▸ Sales

You are currently posting as works at Sales Assistant

4 reactions

Posting as :

works at Fareye

▸ Other (non-Software)

You are currently posting as works at Fareye

Dear Sharks,

I want to shift my career to UI/UX designer as an entry level designer. I have good hands-on experience. I work on Figma.

I have an experience of 2 years. Need help with referral for the same.

Thanks and Regards!

1 reactions

Posting as :

works at Capgemini

▸ Other (non-Software)

You are currently posting as works at Capgemini

Hello folks,
I'm looking to get any references for SAS technical role. I have 10+years of experience in Banking industries. Have worked various roles from SAS Programmer, senior programmer, SAS SME, SAS Senior Consultant, Credit Risk analyst, Fraud monitoring, Data analyst, etc. with multiple SAS tools a banking, capital market, investment, credit risk domain. Please let me know if anyone can refer me for any SAS related opportunities.

2 reactions

Posting as :

works at Mitel Networks Corp.

You are currently posting as works at Mitel Networks Corp.

Openings at Commonwealth Bank India

Having experience in Data Analytics 0-3 years.

✉️Send your CV - niket.kedia@cba.com.au

➡️Subject - Analytics at Commonwealth Bank

👨‍🎓👩‍🎓🧑‍🎓 Freshers are welcome to send CVs.

1 reactions

Posting as :

a Senior Software Engineer

You are currently posting as works at Senior Software Engineer

Hi Fishes, I'm looking for a referral at SAP Labs. Please reply/dm if anyone is willing. SAP

2 reactions

Posting as :

works at NICE Ltd

You are currently posting as works at NICE Ltd

Hi all NICE interactive solutions is hiring for various positions. Anyone interested DM me.

Posting as :

works at IBM Consulting

▸ Other (non-Software)

You are currently posting as works at IBM Consulting

Is it possible to switch from testing to RPA?
What is the learning path that i need to follow?

3 reactions

Posting as :

a Consultant

You are currently posting as works at Consultant

Don't forget to update your dating profiles for the holidays-

Not pictured- bad banana with a greasy black peel.

2 reactions

Posting as :

works at Synopsys Inc

You are currently posting as works at Synopsys Inc

What is the industry salary range for tax analyst position at Bay Area? I have 4 years of big 4 experience.

1 reactions

Posting as :

works at HCL Technologies

You are currently posting as works at HCL Technologies

Hello fishes,
I am am into web developer with 5 years of experience. I want to do a transition to UI UX developer. I am looking for good ui ux certification course with reasonable price which will be helpful for getting placed in a product based company.
Secondly, Let me know what is the average payscale for ui ux developer?
Also, anybody can advice me if I am taking the right discision to move to this field. Thanks in advance. Looking forward a valuable response.
Thanks.

1 reactions

Posting as :

works at Accenture

You are currently posting as works at Accenture

Stonks don't always go up!

4 reactions

Posting as :

an Analyst

You are currently posting as works at Analyst

Depository Trust & Clearing Could someone refer me to Depository Trust & Clearing DTCC ? I have the job id

Posting as :

works at Wipro

You are currently posting as works at Wipro

Hi fishes how is wlb in mphasis?

2 reactions

Posting as :

works at Tata Consultancy

You are currently posting as works at Tata Consultancy

i have cgi bangalore 9 LPA and alsyp enquero inc bangalore 9 lpa. which to choose?

1 reactions

Posting as :

works at Accenture

You are currently posting as works at Accenture

Why is it so hard to move out of federal consulting and into the private sector?

3 reactions

Posting as :

works at Mindtree

You are currently posting as works at Mindtree

How is Publics Sapient for Java related projects??
Tell me in terms of Work life Balance
Learning Opportunities
Job Security

3 reactions

Posting as :

a CRM Consultant

You are currently posting as works at CRM Consultant

Where does b8 band for SE lie ? How is the hierarchy here in natwest.

3 reactions

Posting as :

works at National westminster bank plc

What is the process of resignation in Natwest during probation period?
Natwest group RBS

You are currently posting as works at National westminster bank plc

1 reactions

Posting as :

works at Natwest group

▸ Assurance

You are currently posting as works at Natwest group

Hello everyone. My joining date is 20/10/22 in natwest.But still i did’nt get any mail regarding my joining formalities.can anyone explain me that how many days it will take to complete my pes verification.

1 reactions

Posting as :

works at Infosys

You are currently posting as works at Infosys

Who will be our recruiter at Accenture? The one who shared offer letter anyone else?
I'm so confused cause there is no connection between HR people there, Everytime new one will call for something but when we ask or call any queries they will not reply at all.

2 reactions

Posting as :

works at Deloitte

You are currently posting as works at Deloitte

Hi

Is there any vaccancy in Accenture (Bangalore Location) for Semi-Qualified CA (Articleship if done from Deloitte)?
If there is any kindly let me know.

1 reactions

Anonymous User

You are currently posting as works at

Hi, I have an offer from Deloitte India where LTA is shown as part of CTC. Can I get this amount as monthly or I can only claim this in March (year end). Please help existing Deloitte employees. . Urgent. Thanks a lot. Deloitte India Deloitte USI Deloitte

2 reactions

Posting as :

works at Tata Consultancy

▸ Operations

You are currently posting as works at Tata Consultancy

Conversation Starter

What is the notice period in tcs during the 3 months probation period?

3 reactions

Posting as :

a Systems Engineer

You are currently posting as works at Systems Engineer

Where/ how can I learn Azure?

2 reactions

Posting as :

works at Infosys

You are currently posting as works at Infosys

Conversation Starter

Anyone who have got relocation assitance in optum?

1 reactions

Posting as :

a Vice President

You are currently posting as works at Vice President

Best managerial practice to solve serious team conflicts?

7 reactions

Additional Posts in Financial Advisors

Posting as :

a Financial Associate

You are currently posting as works at Financial Associate

Sometimes I feel like I am a drone that just works all the time and I have no friends.

6 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

Best technology to use that LPL has?

1 reactions

Posting as :

works at Waddell & Reed

You are currently posting as works at Waddell & Reed

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

5 reactions

Posting as :

a Financial Consultant

You are currently posting as works at Financial Consultant

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

2 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

4 reactions

Posting as :

a Vice President

You are currently posting as works at Vice President

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

3 reactions

Posting as :

works at Prudential Financial

You are currently posting as works at Prudential Financial

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.

1 reactions

Posting as :

a Financial Advisor

▸ financial advisor

You are currently posting as works at Financial Advisor

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?

2 reactions

Posting as :

an Investment Adviser

You are currently posting as works at Investment Adviser

For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

1 reactions

Posting as :

works at Charles Schwab

You are currently posting as works at Charles Schwab

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

7 reactions

Anonymous User

You are currently posting as works at

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

10 reactions

Anonymous User

You are currently posting as works at

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

2 reactions

Posting as :

works at Wells Fargo Advisors

You are currently posting as works at Wells Fargo Advisors

What “hard skills” do you need as an FA? Feel like it's mostly been PPT work and basic Excel (pivot tables)...what am I missing?

1 reactions

Posting as :

works at Creative Financial Designs

You are currently posting as works at Creative Financial Designs

Anyone familiar with the payout structure at PNC Financial?

1 reactions

Posting as :

a Financial Representative

You are currently posting as works at Financial Representative

What are some good networking clubs, organizations, or groups to get involved in?

1 reactions

Posting as :

a Wealth Advisor

You are currently posting as works at Wealth Advisor

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

1 reactions

Posting as :

works at Robert W. Baird

You are currently posting as works at Robert W. Baird

Does anyone think there is long-term viability in Cryptos?

1 reactions

Posting as :

works at Merrill Lynch

You are currently posting as works at Merrill Lynch

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

2 reactions

Posting as :

a Financial Advisor