Im an upcoming jr account executive looking to get some guidance and advice on building a book of business within the financial investment industry.

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

Looking for good books on investing. Open to anything- real estate, stock market, etc. please leave any suggestions on what to read and anything to avoid - thanks fishes!!

I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.

Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

Investment gurus - Appreciate pointers for resources (books, blogs, videos etc.) to read up on investment strategies. Just getting started and could use all the help. 🙏

The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.

Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

I am wanting to start investing in real estate in the new year… I’m using this month to read up on it and familiarize myself with it. I am a true beginner and wanted to ask for any tips, tricks, advice, books, videos, magazines, podcasts, etc to start? Please let me know!

Hi guys! Looking to learn about real estate investing! I am a senior in college graduating with a degree in finance so I understand certain aspects, but am looking to learn more on my own about real estate specifically!

What books would you recommend I read?

I’ve been thinking about getting into real estate investing. Not right now but later down the road. I’ve been trying to save up for a down payment. What are some good resources for a beginner? Blogs, YouTube, books etc I’m not looking for paid courses because I will be learning at a slow pace. Any help will be appreciated.

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Newbie to investing. What are good online courses / books to get smart on investing?

List of books to better understand about blockchain:

- Blockchain: The Next Everything
- Algorithm to Live By
- Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond

What other books or resources would you add to this?

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

Thinking of dipping my toes into real estate and wanted to see if anyone has any books/ podcasts/ courses or even any tips or advice that you wish you had when you got started?

Goal is to diversify my investments past the stock market. Any help is appreciated!

What are some of the best books you’ve read about people and investing? Such as dealing with people (business psychology almost) and then investing (real estate more specifically)!

I am looking for books that give practical advice, not just big picture theory and motivation.

Anyone here looking for Senior Manager, Experience Design roles in the Middle East? One role in Dubai, 2 in Riyadh.
Media & Publishing sector.
Benefits; 30 days annual leave, Comprehensive health insurance, Annual return ticket back home.

Looking for idea driven copy writers, ACD and CD level for health & wellness accounts. Not typical pharma projects, with lots of opportunities to work on meaningful assignments that address diversity and inequities.
If you are interested in learning more please drop me a DM.
NY based is preferred but open to fully remote too.

About to get a home improvement loan. Any recommendations for a lender? Also looking for general advice. TIA!

.net vs sitecore can anyone tell me what's the difference between the two in terms of career growth and better job opportunities?

Come on peeps, let's show the world accountants aren't boring..... or are they?

Looking to buy my first house- Would it be a bit of a stretch to buy a house with a mortgage of 2.7k when I take in 3.4k bi weekly?

When will the hike letter be released ?
Will the hike be reflected in Nov salary or in dec salary ?
I would like to know avg expected hike for career level 11

Hearing rumours about new office in Hyderabad. Any insights?

Hi Fishes,

How is Diamler truck Innovation Centre India company ?
I have received the offer letter from them.
Kindly assist .

@DTICI

Do we need to complete joining formalities to accept EPAM anywhere offer?

Hey all,

YOE - 6 Years
Tech - Frontend Developer (Angular)

I have offers from 2 companies, same pay and almost same benefits.

Software AG (GCS Department) - work will be on Agile Apps (No Code/Low code)

Larsen & Toubro Infotech - Work will be on a client (Schneider) project

Which one would be better?
Please help

What types of insurance do you believe are important for a financial plan, and why? (disability, ltc, etc)

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?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

I do not prospect. I open accounts while slamming a revolving door.

Resources on learning to practice mindfulness? I want to incorporate these methods to help me disconnect from work.

This is my first yr having access to an FSA through my wife’s benefits. Trying to decide on an amount to contribute and it’s tough. We may or may not get pregnant this year and that’s a huge. Cont..

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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

Thank you so much.

Real tips for overcoming shyness? I hear improv classes help.

Any ideas for creative ways to prospect to large numbers of people that require little to no overhead? I’m thinking seminars or workshops that don’t require paying for meals, mailers, or ads.

Every other week I host an Advisor meeting for the advisors in my branch. I like to mix up the topics. What topics would you suggest or have been valuable to as you have attended similar meetings?

Best music/audio to listen to while working?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.