I’m in Chicago making $165k base + 15% bonus with $80M AUM. I’ve been with the same RIA for six years, and while the culture is great, my comp has plateaued compared to what I’m seeing on LinkedIn. I’m wondering if I’m leaving six figures on the table by staying loyal. Does this salary seem market-rate for a Tier 1 city, or is it time to shop around?

What is the criteria for promotion from principal to partner?

Good places for a massage/spa day? Just looking for a gift card as a present to be used when things open back up.

Best areas to live in if have to commute to DTLA two days a week and partner has to travel to Riverside next year? Ideally we don't want to move twice. Hoping to not have longer than 1 hr commute with traffic in either direction. Please be kind I know LA traffic is horrible- I don't need a lecture about how bad it is lol

Hello Fishers,

In TCS, My base location is Hyderabad and nearest office location is Delhi. As WFO started I want to join nearest office but dont have Icard. HR is saying that Icard will be available only from base location.
What should I do now?

healthcare promotion from EM to SM in your firm? trying to calibrate expectations....

ATL airport a chaos this morning... Regular check point an hour long to clear..

I’m desperate to get out of town. Can’t really do Road trips bc I can’t drive for long periods due to injury. Where can I fly to that’s relatively safe and I’m not putting anyone at risk?

Has anyone changed your project after being selected in Jan. DCA?

Can anyone help me with the powershell script to fix orphan users in multiple servers at a time.

I’m applying for a Fundraising manager position and have gone through 4 previous rounds of interviews. It looks promising. I have a “final” interview with the CEO on Friday. I’ve already answered all questions about my past experiences in previous interviews. What should I be prepared for in this interview ?

I am a regional controller for a hospitality group. I began looking for a job in a different industry, but have hit some roadblocks with trying to communicate transferable skills and management style (decentralized). Any recommendations?

Hi folks! My interview at Google scheduled in next two weeks. I do my best at preparation, but I am so anxious, I feel like my destiny is depend on this interview and I will fail because of my emotional instability. Ask for advice how to overcome this and do not take denial too personal

Can someone please advice me how to get into Managerial positions or similar positions with little to no coding… as coding takes most of my time and i start to hate it recently. I wish to manage people and move forward into higher position’s holding accountable and receiving recognition which can solve business issue than breaking my head why my code breaks. I am right now in SE II

What is the notice period in TechMahindra

Need career advice. Trying to break into a finance role, preferably an Analsyt role but I have no transferable experience. I worked as a mortgage loan officer (which is sales) for 2 years after college, but since mortgage is such a niche industry, no hard skills transfer and have no relevant undergrad internships unfortunately. I know I can essentially get any sales job I want in finance IE: financial advisor etc. but don’t want to be stuck in sales forever. Any advice?

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Is anyone using RightCapital? How do you like it?

whose voting for Elizabeth Warren next election?

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?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

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

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

What do you or your firm do to provide first class service?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

What time do you arrive at your office on Monday morning?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

What are some of your “schooling the client” moments?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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