It’s 2026, and most of my HNW clients show up to meetings in Lululemon or tech-bro hoodies. I feel like wearing a formal suit actually creates a barrier and makes me look like I’m trying too hard to sell something. Does your firm still enforce a strict dress code, or have we finally moved into the business casual era?

I’m a man living in East Village, does anyone know where I can get a facial (spa)?

Wow. I finally got a standing desk and it is LIFE changing 🫶

Anyone know any decent web developers that can quote for a project?

anyone else hype about the new macbooks 👀

already pre-ordered

with apple silicon, adobe better get indesign running faster than i’ve ever seen it.

Buying a new construction single fam house in PA suburbs. Already Signed the contract and Looking for a lender with lower interest rate. Anyone come across comparable lower IR lenders? Any insight is appreciated! :)

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

Has anyone ever heard of this type of real estate private equity fund structure:

-One LLC, so only one PPM
-Multiple investors that can be onboarded anytime
-Multiple investments that investors can determine whether or not they want to invest in
-One K-1 per investor based on their investments and income
-Ability for the Sponsor/Fund to invest directly, indirectly and in equity, debt, Pref, etc.
To me this seems extremely cumbersome and would require multiple classes of (cont’d)

Owe ~$4,500 in taxes for 2020. Anything I can do to reduce this amount? Going to contribute some extra money to 401k to get me to 19,500 for the year. Anything else?

Just booked flight to Hong Kong. Best SPG/Marriott to book on points? Trying to find proximity to good nightlife, restaurants, and public transportation. (Cont.)

Paid $100 application fee for GEP but police verification not available at my home location during my visit to India. Is there any work around?

Hello. Just curious on what's the salary ceiling for a manager position at Deloitte? Received a verbal offer and waiting on written offer. I was told by a recruiter that M at Deloitte doesn't make more than 180. Just curious if that's actually true and if anyone had experience negotiating higher salary than 180.

Which SF neighborhoods to consider? Lady 🐠 looking for safe 1br with public transit / walking accessibility to FiDi and not far from SFO. Hoping to spend $3k-$3300, but could go up to $3500.

Hey there - I recently moved from the States. Former PwC, currently in HF space. Would love to meet for coffee or drinks if anyone’s interested

Does anyone have any fun online games to play with the team for well-being breaks?

BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

Hello all

Can someone please help me how to get an offer when we have 90 days notice period? As most of the consultancies are expecting only 30 days. I wanted to move out of tcs as I'm not much comfortable with the project and team.

Expecting a suggestion from you all.

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

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

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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

Best technology to use that LPL has?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

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

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

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

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

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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.?

And another one bites the dust

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

Best platform/integration from an independent perspective?