Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.

I loved Sapiens. Does anyone have any book recommendations around anthropology?

Any recommendations for CFP Programs? So many options! Also, has anyone taken Series 50, I’m using STC and wondered how the exam is. Thanks!

My husband never reads and wants to start reading as a new hobby. What is a good book that you would recommend for a 40 year old man? Not self help books, but maybe something with action. I think he would like the Bourne series, but he saw all the movies so he's not interested, but something similar.

What is the quickest way to jam a bunch of CFP CE credits in? I'm 20 hours away and have a July 31st deadline ugh

Kindly recommend some self help books!

Want to improve my verbal and written communication skills. I hear reading more would help but I don’t read as much as I used to. So I’m wondering what books would help with that? Should I just read books that tickle my fancy like suspense and true crime novels? Help! Welcome to all book recommendations!

I just spilled a bourbon on my iPad due to turbulence. How many points?

Book recommendations for 6th grade?

Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.

6 week cram sesh for CFP. Any recommendations?

Any good book recommendations for women in business, tech or in general?

Having interview on some fastfood places, any tips? thank you

Hey any new finance professionals on here? I’m a senior and interested in wealth management/potentially become a CFP. I want to be an advisor but I’m realizing how competitive it is and don’t really want to work on commission at a broker/dealer. What places would you apply? (Chicagoland)

What do people buy using “shop your way points”. Uber ride credits add up fast, but product selection is crappy. Also I have to make the purchase online, no store availability near me. Suggestions?!

Senior: “how does Chipotle sound for lunch?”
Associate: “sounds good to me”
Senior: “ok great, would you want to drive over and pick it up?”
Associate: “no”
Senior: “well when I was a first year, I’d always pick up food!”
Associate: “damn that’s crazy”

Honestly so proud to see first years with backbones 🥰

Do Marriott members get any discounts while dinning in Marriott restaurants? Planning to take my date to Ritz Carlton tomorrow.

Taking the CIPM soon. Is reading the textbook enough?

What are some signs that your GF has a controlling personality? GF made a remark to me that she’s looking for someone who jumps when she says jump, and that she wishes I wouldn’t “talk back” to her when I provide an opinion that is the opposite of hers. I want to confront her about some of these remarks, but I oftentimes don’t feel it’s worth it b/c I know she’ll blow up and get defensive which would only make me angrier and more frustrated. I want things to work out, but I need advice…

Anyone has suggestions on what processes to put in place to ensure good collaboration between cross-functional product team and drive great customer experience?

Does anyone write cover letters when applying for a role? If you do, how do you write one that doesn't repeat what it says on your resume?

Aspiring to be a management consultant

I am currently working with Hyundai as Assistant manager.

I desire to join MBB in consulting line

I don't hold an MBA degree but have rich experience in S&OP

Can someone help me

Hello Fishes,
I got an offer from Legato Health Technologies.. And I was not serving notice period when I received offer.. I said I can join immediately.. Later by God sake they agreed to postpone for 45 days to join on jan 2nd.. But my LWD is on Feb 13rd.. Early release is not possible here.. What is the best reason I can give legato to postpone joining date until Feb 15th..
I don't want to loose this because they gave 100℅ hike

Any recommendations for gynaecologist in NYC - Manhattan?

Anyone ever caught up in a situation where your compensation is negatively impacted because your spouse has a successful career and consensus is that you don’t need the money as much as your male colleague who is supporting a family?

Any tips on how to transition my skill. I have worked as CSR for KP for a while and I really want to transition from call center work.

Hello Fishes, Can someone refer me to RPA Developer position (UiPath ) ,3.9 years experience, serving Notice Period .Thanks

Business Owners - what are you doing for health insurance?

Tips to prepare for an associate program management position - I’ve had 3 yoe working but in a different field (accounting/audit) so this is a career change for me. Wondering if anyone has an tips for interviewing for this role.

How EY split is going to impact people in Strategy/Management consulting?
PS: All hands just beat around the bush.

Is your company hiring in Marketing? I’m in Los Angeles, California and I’m open to remote or in-office. Interested in brand manger, marketing manager or digital marketing manager positions. Would you be willing to give a referral?

Real talk: Threw myself into work and worked super hard during busy season due to my depression flaring up. It tends to give me such anxiety it pushes me to work until I physically cannot. Now that

Best online excel courses for learning formulas, how to manipulate large spreadsheets, shortcuts, troubleshooting, etc.?

Interviewing for IBD. Won't be placed in a group until a further stage. What kind of questions should I expect? Besides financial statements and dcf?

How you ladies started with this career? What did you do differently to bring you to success as a female FA? And please share a turning point at your career that you know - you made it.

For the women posting about their desperation to meet a man or whining about long work hours keeping them from meeting men (and it’s obvious their are men trolling this bowl pretending to be women),

What’s Transamerica? At a ladies networking event.

For those here making 100k+ what do you wear to work? Who are your favorite designers?

Anyone use Adri Miller?

Financial Advisors & those in similar roles. What more would you like your registered assistants/associates to do to support your business?

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

I am a registered client service associate with almost 10 years in the industry. I have my 7, 63, 65 and general lines insurance license. I live in Texas and was just offered a base salary of $70k at UBS. Is that a good offer or should I ask for more?

Any suggestions for healthcare administration (insurance, hospitals, consulting) related companies that have fully remote openings?

Join me and my team here in Lexington

How long does it take on average for a CA to go into an FA role?

I feel underpaid but I need confirmation. Background: 4 years at a broker dealer in customer service. obtained series 6 & series 63. Got out of the industry just under two years. Hired back in under RIA as Client Service. Will be there 5 years in May and have been Manager of Client Services for almost 2 years. Ive absorbed multiple duties outside of client service. Only Life & Health licensed at this time. Support 8 advisors with $400M AUM. Base $63,240, $3k annual flat bonus. Suburb of Dallas.

Looking for advice on exit opportunity - Master in Statistics, 2 YOE as Investment Analyst in Wealth Management. None of my friends/family is in finance, and I’m the first non-finance major being hired in the team. I like programming in R but it’s not doable in my current job, do 90% of work in Excel. I’m thinking more towards risk management / more quantitative roles. Thanks.

Any suggestions on criteria for hiring an assistant? My last one was female and she didn’t like me. I have a strong, direct, big personality.

Looking to shift to a para planning role after being a right hand assistant for 10 years. Series 7, 63, life and health. Currently one employee for advisor with over 160m aum. What are potential employees looking for in a para planner? How do I answer questions? How do I make my resume stand out?

Hello out there!

This is so lame! Lol I am not sure how to add more women who are actually active. Are we really that boring and weak in this industry? Come on..

I’m a client associate, I just changed companies and I’ve realized I probably made a mistake. I’ve been an associate for about 4 years, is there any other positions I would be qualified for? I feel like I want to do something different.

How are you all managing? Wfh or still in the office? I'm wfh with my husband in a 1-bedroom apartment. Slowly losing my mind. But I am being more diligent about working out.