Additional Posts in Financial Advisors
I just got an offer and will be moving to London soon. As I will only be able to start in early Dec, is it a bad timing to land on my new role as everyone is away for Christmas? Should I try to postpone my start date to Jan instead?
Why are people now treating e-mail as instant messaging? I work with several people that for some reason expect all emails to be answered within minutes of being received…. I can understand the sense of urgency around some high-priority, time-sensitive matters… but everything does not fall into that category… it drives me crazy.
Which office has the best FDD partners and MDs to work for? Thinking of transferring offices. Anybody out of Atlanta? What’s the culture like there?
What you guys think about no offer after clearing all the interview rounds including salary discussion and joining date.
Though in first interaction itself HR asks about notice period and expected CTC and then they proceed to interview rounds.
Pwc US vs Accenture
Skill : Salesforce Developer
Joining Location : Bangalore
Please suggest which one should I join.
I have joined in oct 2021 as fresher and resigned/absconded and informed them through email, congizant on 7th February 2022, and on the next day (8th Feb) I joined Infosys but now congizant has given me last working day as 11 Feb 2022,if i don't let Infosys to know about my last company I was working in .will it cause problem for me ? Immediate assistance would be really helpful
I am currently struck in India due to obvious reason and have valid H1b can I come back to US now ?
Is Band 8 at IBM, equivalent to senior manager in organization like EY, Deloitte, Infosys, Wipro?
FAR: best way to take notes with Becker? Watch video first, and then go back and take notes? Or watch video and take notes simultaneously?
(Not taking notes is not an option for me. I need notes)
Hello! I am in need of a job that makes at least $70k and is virtual in the DC area. I am adaptable, organized and a leader. I have experience in the classroom, as a manager, and as a sales and outreach coordinator. I attended both Virginia Tech and George Mason. I would love to connect and see what possibilities are out there for me.
NYC 🐠 ! Im trying to figure out if it’s worth it to get tickets to one of the many parties happening this weekend or if it makes more sense to just go to a usual gay bar / club. I’m not really into EDM (prefer pop / top40), so a little wary of paying a lot for a ticket to some warehouse in Brooklyn. I’m male, mid-20s, and would be going out with a group. Advice appreciated!!
Working hard at sleeping!
Any current or previously pregnant ladies have any tips on how to deal with pupps rash and/or manage stretch marks? 😫
Any one joining TCS tomorrow?
Hi Guys - how much time wipro takes to release the final offer. Documents are uploaded in the portal and BCG verification is in progress.
My LWD is 24th July so recruiter is saying that they will release the offer letter with 22nd June as jd and later on extend it by a month.
Please share ur thoughts on this..
Additional Posts (overall)
What do you use for CRM? I'm an independent with Raymond James and looking for something more robust. Thanks.
Interesting fact I just found out. Primerica licenses more people annually than all the other firms out there combined. Both life and securities! It's like the game Risk, it's just a matter of time!
Have to talk to my wife about an opportunity to move from our current city. We are at the tail end of a nice 4 day getaway in the mountains. Should I do it on our 4 hr drive to the airport or CONT
I just put together a list of women head of households, divorced, and widowed women. I'm thinking of making this my niche as I have the most success with this target group.
Any financial advisors on here also own a small business or have a side hustle? I love my job but I also love teaching. Have been thinking of starting a consulting business to help businesses run more efficiently and help people start their own small businesses. How did this go over with compliance? Is there a conflict of interest issue? Any and all info on your experience is appreciated!
Ok folks, now that 2019 is coming to a close...What were your 2019 resolutions and did you actually stick to them?
Market bottomed yesterday. Thoughts?
How do you find immediate needs in your network of prospects? I know tons of people who I know well enough that trust me but they don’t need me “right now”. How do you create urgency?
Anybody out there getting rid of their fax line?
I have sent zero faxes in the past year, and only received 4 (all part of one issue). Am thinking about dropping it altogether. Came to mind when Schwab just stopped accepting Advisor docs via fax.
Anybody else done this? What is your preferred way to deal with transferring private information?
Folks that are >35 years old, what would you do differently in your 20s? In regards to career, investments, family, etc.
I'm the worst at accepting compliments.
I'm interning at KPMG's deal advisory for 6 months. I'm doing pretty good, they wanted to extend my internship period till my graduation and I can conduct valuation projects on my own. They don't assign analysts to my projects so that I can work like an analyst. however.. I'm uncomfortable with the new analysts who know nothing about the job ordering me all the day. I'm not graduated yet but is there any way to promote now?
6 week cram sesh for CFP. Any recommendations?
The biggest struggle I have noticed after being INDY for 1 1/2 years is discipline. What strategies should I use to hold myself accountable to do the activities I need to do to grow my business?
Associates, do you feel like you are well managed? Meaning, do you receive constructive feedback consistently? Is your hard work acknowledged? Or do you just receive a steady flow of criticism?
Had a couple walk in and being all of our requisite info etc. Worked through their financial plan and in the budget discovery phase found two things. I need help with how to fix it.
What are your best productivity tips/hacks?
Scottrade's back office is a disgrace. They lose paperwork, take forever to respond and now we spend hours following up and fixing their shit. How common is this in RIA land?
New to Fishbowl?
unlock all discussions on Fishbowl.