I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

How do I show my supervisors I am ready for a promotion to manager?

Looking for a career opportunity that I can make $100k+. I have been in dental for about 10 years and held a ton of roles ranging from front desk to operations and training. I feel like I have so much experience and an amazing skillset to bring to an organization but struggling to know where to go, HELP! **open to leaving dental

Hi Guys,

Off Topic Question

I don't have any work to do in my current company. Poore din sota hu no calls. Get work once a week or two weeks.
Worried about my career, no motivation at all not learning anything new here.
Is it a good idea to switch company?
Or should I change my technology?

Current company mein 10 months hue hai and previous company 6 months baad hi chhod di thi because of the same reason mentioned above.

Technology - Tableau
Total YoE - 3.5 Years

Anyone in mid market PE ops transition roles? What do you like / dislike about it?

Does anyone have recommendations for thought leaders/influencers in the M&A space? Looking for blogs, books, YouTube videos? Not currently in the space, trying to learn more as I’m thinking about a pivot after a few years in consulting/startups

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

Anyone know a good place in the DMV to take a data analytics course?

Dreaming of less stress and more freedom these days. What would you all be doing if you weren't in this field?

Hi everyone,
How and who decides rating ?

I have done a certification this time and missed on mandatory badge, will it have any impact on the rating?

Im a MBA holder and currently pursuing CISA. It's been awhile since I have started to have high interest in pursuing a career as IT auditor. Anybody here would like to refer me into any Big 4, very open for entry positions.

Anyone can opine on HKS MPA-ID? I have MBA admits and want to continue working in ID post-MBA but this school just came up on my radar. I dont have money but just thinking long term if I should invest in applying and going. Dual citizen. Thoughts?

Hello I am looking to pivot careers. I’ve worked in warehousing, shipping and logistics my entire life. I don’t have much experience else where. How do I find the right move to make?

Thoughts on getting a CAMS certification as a Staff/Senior?

Has anyone tried to do the Rice online MBA while being a junior corporate associate? Does anyone think this is doable? I want an MBA because I eventually want to pivot from law but the opportunity cost right of completely leaving my position is too much.

What position is the Senior Insurance controllership 1?? Is it equivalent to Asst Manager or Manager? Any answers it would be of great help

I have got offer in Accenture as Level 8 Associate Manager. I am a person much interrsted in technical rather than managerial. Does this position gives me flexibility to grow technically as well? Can anyone answer?

Got an offer for 60k pounds + bonus for London location at Sr Consultant level in FS industry. How good/bad is the offer? Please suggest.

CCTC: 24lpa in India
Workex post MBA: 3.5 yrs
Total workex: 6.5 yrs

Anyone have experience working in a partnership transactions group? How’s the work/life balance? Exit ops for a non-lawyer?

I’ve been thinking about looking for a new job, but given everything going on with the Coronavirus and layoffs, it doesn’t seem like this is a good time to start looking. What do others think?

Interested to know how companies consider talent practices within agile structures. Please share

I'm new to Fishbowl - Looking for referral or advice on how to apply through USA Jobs site, specifically for positions with AmeriCorps.
I think I need likes in order to dm??
Thanks!

Can anyone please share the exact address of the AMEX Bangalore office location?!

Asking for advice- I’ve realized consulting is not the path for me long term and have had plans to quit. I’m currently staffed on a project alone and feel lost as I don’t have much experience in this line of work. Deadline is approaching and I have voiced my concerns to finish in time. Manager is still reviewing my work and the turnaround time to make revisions and finish phase 2 work seems unlikely within a few days. Is it unreasonable to ask for another resource to help finish?

These houston rains are so scary. I am praying that all of this ends however it just day 1 :-(

General accounting experience license versus license with authority to sign attest reports (California). Does this mean the attest license is only necessary if you want to stay in public accounting?

The partner in charge of my office had a nearly hour long conversation Tuesday with our new hire, behind closed doors. I didn’t hear yelling, but the bits I heard weren’t good. Will he be fired?

Has anyone accepted a secondment to a client? Was it worth it? Did you stay with your firm or did the secondment turn into a FT position?

Would anyone know how much a VP would make at companies like Egnyte, Immuta or Segment.

Anyone want a free chefs plate box? They sent me an extra one that I can’t have. Includes three different meals for two people (total 6 portions). Location: downtown.

Hi all - Any insights on PWC vs S& pay ranges for M and SM grades?

How long does it take in Accenture to send offer letter once salary discussion is done???

I’m curious - let’s say you have a role to fill but they are targeting only female candidates to balance out the team. What recruiting strategies can i implement to meet those needs?

I work for a small consulting in AZ and this is my first time assisting intern recruitment. We offer $31.25/ hour and we are getting questions left and right about housing stipends from out-of-state candidates.

I totally get why they are asking and I am researching to see what other firms are doing out there.

What are your thoughts on this?

Idk who Dream is, but having #dreamfacereveal trend with HE'S UGLY on Twitter has to hurt 😕

On a related note, has anyone on here been a viral meme?

If anyone wants to study for the CFE but doesn’t want to pay the full price for the study materials and would be interested to split it, please DM me

For those console players, what sensitivity do you play on?

Black ops tomorrow, let's see how it is

Thoughts on the new map?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

Has anyone hated this job... and then found ways to turn it around?

Signs someone is not cut out for this industry?

What are experienced advisors doing with moderate 60/40 portfolios right now? How much international & EM are you exposing to the equity allocation of your portfolios?

Should people be fired for lack of people skills?

What are the best words of encouragement you've received when feeling discouraged about this job?

What is a deeply held truth that you believe?

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?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Anyone else addicted to using work as an excuse to not exercise

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

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

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

Dumb question: can I set up a solo 401(k) through my RIA? Or does that type of account always go through a B/D? Cont.

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

How do you sell the benefits of managed money to your clients?