I'm looking into the option of putting together a seminar. Does anyone know if wholesalers help cover mailings? Wheres the best place to get a mailing list for target audience?

Anyone know the base and bonus for a JP Morgan VP risk/reporting/controls in Plano, Arizona or Florida? Kindly share thank you!

How many people have hooked up with someone on their team? Is it that common?

Hi fishes, I recently joined Accenture, I am from manual testing background and they put me into monitoring team where we need to analyse errors looking at codes, logs and resolve it and the KT that is being given to me doesnt feel enough when I raised concern to TL, TL itself is blaming it on me that I qm not able to understand what is being taught, I am not able to work in the project at all, I requested for roll off within a month, will this imact my career at accenture? someone please sugges

Deloitte FDD vs PwC FDD? NYC

Does anyone know a good Laptop for $1100 that would have the following specifications: Intel I5 10th Gen, processor, 512GB SSD, 16 GB RAM with Windows pro, with at least a year of warranty?

What are good sectors to specialise in if I wanted to keep my options open?

I’m still a generalist but see people 1-2 years above me beginning to align. I frankly don’t really have any particular sector interest, but choosing based on “who i vibe with” sounds a bit silly (esp if you plan to exit)

Hey Fishes,

Currently I’m looking for an opportunity with Big 3 firms.

Presently working with a Big4 firm.
Yoe : 5 years (before MBA)
Qualification : BE, MBA (tier 1)

How do you manage the constant school cancellations? Do I need a nanny in addition to daycare?

Looking for a job change!

During benefits selection this year , I chose HSA for the first time and I am informed that my account is opened today. While registering on Fidelity, I am asked to chose between FDRXX/FDIC .I would want to chose from available options and invest money. Which option I should be choosing of both ? Also if I can’t chose options on fidelity, what should I do about it ? My firm opts only for Fidelity unless I’m wrong . Happy holidays . Thanks in advance

Big birthday coming up in a few months and wanting to do things I have never done before (tattoos, surgery, etc.) What have you done as a result of a mid life crisis?

Just got a pair of Bose quietcomfort noise-cancelling headphones. Maybe the best purchase of my adult life. #gamechanger

Opinions on headshots? Should I get one?

Hello! Looking for a recco for local alcohol/bottle photographers? Thank you in advance!

US Grand Prix at COTA officially renewed to 2026. Any idea when deposit holders normally hear from COTA/Fevo?

I’m entering salary negotiations at a Fortune 500 company and am looking for trustworthy resources for salary data that I can share with the company if they ask where I got my numbers. I know Glassdoor, but what else?

My latest prospecting idea is to get address of families with new borns, but I'm struggling to find a way to turn those address into phone numbers. Any suggestions are welcome

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

How do you get comfortable eating alone at a restaurant?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

I need some good career-development or finance-related books, anyone got any recs?

Anybody work with local governments on 459 plans? Anything there? Any land mines ?

Is cold calling still a thing?

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

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

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..

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

Really curious, what percentage of your clientele is friends/family?

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

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?

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

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.

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

Should people be fired for lack of people skills?

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?