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...

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Try to find a niche or carve out that will separate you from every other advisor and make it more appealing for them to become a client (this may have to be a product), at the end of the day you just want them to become a client so you can build the relationship and get more assets. Try using something like exchange funds for highly concentrated stock positions or structured notes for older prospects

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Every successful fa in my branch has inherited accounts. I don’t understand how to build my book of business in such a short amount of time. I’m doing a lot of all the right things and getting nowhere

How many other people are in the program with you? Are any of them making a lot of money?

Everyone new seems to be getting help or some kind of hand-outs! And all the experience advisors who are making boat loads of money all say they never made a cold call and just inherited their accounts or had friends and family give them accounts!

They aren’t meeting with you because you are literally just giving random people your business card without knowing if they already have an advisor or have any need for your services. You are basically just talking to wealthy people without them having any need or reason to move to you. Why don’t you try hosting a workshop for pre-retirees on social security planning or how to invest for income in retirement and then the people that show up will actually be interested prospects.

Trust me I was in your position at Morgan Stanley when I started at 27. Meeting everyone will end up producing no one. You need to meet people that are in a decision making mindset and are looking for answers on whatever it is that you can be the solution for. Find a marketing company compliance will let you use. Get a simple easy to understand presentation put together, and spend some money to get in front of the right people.

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Hi
Any openings in Office 365 along with Azure AD.
I have totally of 4.2 yoe.

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Hey guys
I'm being offered a new grad product development engineer 2 position in AMD Canada
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Thanks!

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I have couple of YOE on aws cloud. Looking for a change. Anyone have any opportunities mostly?

Tech Mahindra Can anyone please refer me for BMC Remedy Developer role .I am serving notice period and can join in September.Not getting calls from any renowned companies.Tech Mahindra HCL Technologies Wipro Accenture Capgemini YOE-7.2 Years

Referral alert! CGI

👋 Hello Fishbowl Family,
To view all open positions, visit CGI Careers: 
https://bit.ly/3xw9yIR
Interested candidates can DM or send a mail with updated cv: bikash.jena@cgi.com for referral.
You can also fill this form: https://lnkd.in/gPjB4aWW
Important :
1) Referral != Shortlisting/Interview
2) It takes time to refer, please be patient as I will go through all the referral requests.

All the best!

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Anyone from Toronto ?

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Has anyone moved from antitrust private practice to a non-antitrust in-house role? If so, what kind of role?

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Do GCs work as much as big law partners? It seems like the GCs I know are slammed all the time and even work weekends

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Hello Fishesh,

Can someone please help me in filing ITR? CA are charging 10% on returns. Not sure if we can do it by our ownself and save the same amnt.

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Any directors jump to make P? How did it go? Tips to share?

Hey there,
I have extensive experience of 10 years in O2C n P2P (OM, Billing & Invoicing)
Currently working as Team Lead at Cognizant and soon going to join Crowdstrike for the same profile.
Can anyone please help with what should I pursue for further career growth, should I pursue MBA (Finance Or Operations??) or any specialised certifications?
Skill Set: Basics of Power BI, Power automat, SQL, RPA (Ui Path & AA), Agile & Scrum
Expertise: Bus Analysis, Stakeholder & people mngt, Team leading.

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Hi Fishes,

I am currently having an experience of 3 years. I want to get into Data Science field. Have been preparing with the concepts mostly through self study. Will I get a job without any experience in Data Science field

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I QUIT MY JOB TODAY 🎉🥳

likeupliftingsmart

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