I’m five years into this career and still haven’t found my niche. Everyone says you need one, but it feels like every lane is already taken by someone with a 20-year head start. I’ve tried experimenting, but I can’t tell if I’m diversifying or just diluting my efforts. Did you intentionally carve out your niche from day one, or did it happen by accident through trial and error? How do you even know when you’ve truly found it?

DM me for referral to Mitre. Great pay and benefits and really smart coworkers. Engineering background preferred

What perks and benefits does ZS Associates provide to their employees?

Best place to put money after an HYSA? Ideally saving for a house in 7ish years. Currently contribute to 401k, maxed my Roth IRA. Looking at Sofi bank CD’s at 4.65% yield (6 month). Is brokerage invested in ETFs/Mutual Funds next step? TIA

What is the average salary of a Senior 1?

does anyone have experience exiting after 1 year? any vengeful MD stories? my MD knows a lot of people and i’m scared if i interview or exit to one of these places that he has a connection at he might try to mess with my career...

What are some resources (paid or otherwise) that will make me a better banker? Wall street prep's course was great, anything else that would help me ramp up as a nontraditional background, lateral recent hire?

I'm up for associate promo next year and nowhere near ready right now (obviously).

Hello. Opening my own solo firm mostly litigation but also real estate & wills. Any recommendations on software for firm management, document prep etc?

Who is your favorite director you have ever worked with and why?

Anyone starting to hear anything regarding salary increases due to inflation?

Still don’t really understood what the Song service group is about and how it’s different from Technology and S&C? Can anyone enlighten?

Hi everyone. Not on H1B just yet but does anyone have experience traveling to Mexico,Canada or the adjacent islands on an expired F1 visa (Still OPT eligible) through the Automatic Visa Revalidation?

Any single occupancy for Male in preoccupied flat?
Area-Whitefield, Marathalli,HSR Layout, Bellandur, Kadubeesanhalli

What actual stocks you all buying today? Got some cash from settled trades I want to deploy

Hi all,
Looking for some referral in PwC. Working as a staff with 9 months of work experience at EY GDS in legal department.
Kindly help I am exhausted with the work life balance over here.
Thanks!

Have you ever failed to deliver? What was it and why?

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

When looking at offices to work in, what do you value the most? As a realtor, to me what matters the most is flexibility in my hours.

When negotiating, how much above minimum salary would you ask for? I don’t want them to rule me out altogether, but also don’t want to sell myself short.

Hello! Need hearts to unlock my DMs! Thank you so much 💛🙏🏼

Best books you read this year that aren’t about sales, marketing or prospecting?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Best coaching company to help focus on client service model and bringing in new assets?

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

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

Has anyone every had a rep. from the social security administration attend their seminars?I'm thinking of doing a lunch and learn series with a rep from SS.

I just finished the book I was reading. What should I read next?

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

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

And another one bites the dust

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...

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?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

What are some phrases you commonly use to sound more intelligent?

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?

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

Thank you so much.

Firing a client-best strategy? Does anyone have a template letter for diplomatically firing an unwanted client?