Just got out of a prospect meeting w/ a young couple who are both engineers. My lead advisor said “ohh an engineer and a girl. You must be smart”. I know he didn’t mean it maliciously but i was 🤦‍♂️

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Posting as :
works at
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In my experience engineers are tough to deal with .

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In the future remember to address her first then husband. Always include wife. Number one reason I get accounts is male FA always ignored me and addressed my husband first. A few years ago, 4-5 so not too long ago. International Mutual fund rep invited branch manager and myself to lunch. I’m the international advisor not my boss branch manager. Rep addressed manager and explained products to him and every once in awhile said things like, would you like more ice tea? I checked out. Then proceeded to text all my female FAs what a jerk he was and not take an appt. My manager never realized it till I pointed it out. I was hot.

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Totally understand. Include wife. 👩‍⚖️

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Please tell me he didn’t actually say that out loud.... 🤦🏻‍♀️

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Girlz R dum n boyz r smeart

🤦🏻‍♀️

How'd the meeting go after that? Did you discuss it with him afterwards? Was it your prospects that he said that to?

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I recently had a specialist partner send me a fairly nasty email after I (a transactional first year) was told to ask them to review something ASAP that had clearly been on my partner’s radar for over a week. Why am I taking the (honestly justified) blame for this? Surely it should be obvious that I’m just the messenger here.

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I’m still trying to process seeing an agency exec well known for dismissing and ignoring POC held up as an exemplary diversity champion for women at the 3% Conference.

likesmart

Need a suggestion for a secret Santa gift for a female Chinese coworker. We don't work together, so your guess is as good as mine.

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How would you give your manager a negative review?
Manager's boss reached out to obtain review about my manager. I have nothing good to say about him, would you be honest? If yes, how would you go about it knowing that both he and his manager can read this review and know where it's coming from?

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My manager got hired with 0 actual sales experience, comes from operations and marketing. It’s impossible to take any of his advice seriously, he ends team meetings and messages with “always be closing”. Like tf you know about closing, go back to making your PowerPoints.

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I like my job. I like my client. I have BPD. My boss micromanages me and makes me feel incompetent. I’m never invited to team functions. It’s really depressing. What would you do?

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What’s your best advice for dealing with an insufferable manager? I’m being gaslit and micromanaged to wit’s end.

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Married manager crushing on a junior consultant (not acting on it…yet). How cliche

funnylike

Is it actually safe for my manager to ask me to drive my truck in the winter? I normally wouldn't mind since I've done it before, but this particular guy just told me to "drive slow" instead of providing me with the necessary safety measures to avoid accidents.

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Today no one came into our restaurant and my boss started crying. Do I... comfort them? Leave them be?

likefunnyupliftinghelpful

Working with another agency on a project and think I'd rather work there. Protocol for reaching out to someone to pick their brain? Email? LinkedIn message?

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I need a pick me up - what's the most absurd thing you've ever witnessed or heard about happening at work?

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Dealing with asshole client who tried to bully me into changing our recommendations, and spineless partner who is back pedaling now given client reaction, despite pre-aligning on our view. People suck

What's a guilty pleasure you indulge in at work?

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Junior here. How common is it to be nudged off a brief when you can't get ideas through internally? My partner and I are often put on the same briefs as more experienced (sometimes senior) teams. As a result, their work tends to make it through to the client presentation while most of ours dies somewhere along the way from CD to CCO. Is this worth worrying over?

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I am so tired of being treated like an assistant and I’m at a loss on how to correct it. My coworkers are generally nice, but while I watch white (usually male) associates at my level or even more junior get substantive work, I’m still receiving administrative tasks as a mid-level. Appreciate any advice.

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If buy the partners you work with regularly a holiday gift, how much do you spend? Usually I get baked goods or food items which you can’t tell the actual amount spent on. This year, though, I’d like to support local restaurants by encouraging people to order takeout—hence, giving gift cards.

How much is appropriate for a restaurant gift card from an associate to a partner?

What is the advice on what feedback to leave for a peer who really sucks at everything y'all have worked together on? It's about the time where everyone on my team requests feedback from each other and I'm nervous for it coming up. My manager knows that everything I've worked w her on I end up doing 90% of the work when it's meant to be split so it is a known issue. We're both at level 3 so are genuinely peers. She seems like a nice person but i have 0 positive work feedback tbh

My company hosts happy hours but I don't drink. Is it rude to just skip them?

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Recently joined.. How to know who is our HR..whom to take concerns with..like need to switch project..etc..

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5/13 check in. My PM ride is done. What did you do today?

Post Photo
likeuplifting

More than halfway through a 90 in 90 and I’m so grateful for NY AA and that there are so many meetings! Also 90 in 90 is actually kinda great

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What are the best consulting firms in Europe to do AI strategy work in public sector? I have Canadian experience and I’m looking to move geographies.

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Interested in eventually exiting into wellness tech.... what are the best consulting firms to start at?

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Need your guidance. I am trying to learn driving. Joined a driving school and practised on their vehicle for 10 days and on my vehicle for 10 days. However, still I don't have the confidence to drive. What should I do to start driving confidently

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How did you find out what you want in life? Feeling lost mid-career..

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Hi Citi Sharks,

How many of you have got pop up during netbanking Or mail to switch from citi account to Axis account. How long can we have the citi bank, I have few FD s as well not sure what will happen. Citi Citicorp services india pvt ltd

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Art Director.
Sr. Art Director.
Art Supervisor.
Group Art Supervisor.
VP, Group Art Supervisor.
VP, Associate Creative Director.
VP, Creative Director.
SVP, Creative Director.
SVP, Group Creative Director.
EVP, Group Creative Director.
EVP, Executive Creative Director.

Seriously: why so many levels? Sounds like a lot of BS… basically should be: Art Director, Creative Director, CCO. Agree?

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Hi Everyone,
I am currently working in technical support in cloud at TCS for 1.4 years. The work is very rudimentary and almost no skill is required for it.
I want to switch to BA role and I have done few certifications, learnt Tableau, Excel and MySQL but I am still not getting interviews.
Any suggestions on what should I do?

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General advice for first time home buyer. Single, male, 26, lcol- stl mo... let me know what you wish you knew/ tips!
Thanks :)

Hello! I’m gearing up for my year end comp conversation and I’d like to be a better idea of what people are making to ask for a raise. I work for a large asset manager and sell alternative investments (PE, RE, Credit, Infra etc) to RIAs, family offices, and multi family offices. I’m currently an associate, but am hoping to get VP this cycle. Any insight on what your comp looks like and how it’s structured would be super helpful!

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Is it actually safe for my manager to ask me to drive my truck in the winter? I normally wouldn't mind since I've done it before, but this particular guy just told me to "drive slow" instead of providing me with the necessary safety measures to avoid accidents.

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He was nervous with the introduction of a new dog…but he trusts her enough already to put his back to her (she’s the one far away, other dog we’ve had for a few years)

Post Photo
likeuplifting

I asked my BF what movie the songs Circle of Life, I Just can't wait to be king, and Can You Feel the Love Tonight come from, and he has no idea!!! 🤦🏾‍♀️

likefunny

Boys, please introduce yourselves. I only see female 🐟 posting here

likesmart

Currently a Practice Manager at Pediatric office and non-trad pre med student majoring in computer science and I want to break into Tech now . Mainly Data Analyst . Does anyone have any suggestions on any courses or routes i should be taking besides finishing my bachelors degree?

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Hi fishes,

I have 2 offers and I am a little confused which one to go for??


IBM- 12LPA fixed, variable not mentioned, role offered- consultant- supply chain
Lowe's - 12L fixed plus 10% variable.
Role- senior demand planner.

Additional Posts in Financial Advisors

Trying to gauge what everyone is giving to their sales assistant for the holidays?

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Has anyone hated this job... and then found ways to turn it around?

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Does anyone use GenBook or an app like it, for clients to go online and book appointments with you?

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I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

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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?

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Anyone here in Santa Barbara CA?

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Dumb question: can I set up a solo 401(k) through my RIA? Or does that type of account always go through a B/D? Cont.

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What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

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How often do you check your personal bank account?

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I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

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Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

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Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

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Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

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Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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Wells Fargo merger news. What’s it mean?

likehelpful

Booyahh, landed hedge fund number 2 for IPOs.

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What is the most expensive thing you have ever bought? How much did it cost you?

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Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

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Anyone else addicted to using work as an excuse to not exercise

likesmart

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