Just made the move from a wirehouse to join an RIA! So excited!

likehelpful
Posting as :
works at
You are currently posting as works at

Congrats !!

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Anyone else interested in leaving...let me know :)

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What made you decide to go that route.

Good! It will be the best decision you’ve ever made

Congrats!

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Anyone women in here that have lost over 100 pounds? Interested in your experiences and advice. My background- except for weight all of my numbers and blood panels are in healthy ranges. I’m mid 30s over 300 pounds and done not feeling like myself. I workout a few times a week and am generally active aside from desk job but always striving to do more.

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Hi!

So I am getting ready to start studying for the PHR, any tips on how to better prepare for the cert?

Also, I am more interested in the People Analytics side of HR, do you guys think this will help? I do have experience with SQL, Tableau and Analytics in general.

Thanks!

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Annual review advice?
I feel very secure in my long-term employment and am doing very well. I work at a midsized boutique with a generally solid culture. I’ve been described as “rising star/golden child” etc., glowing reviews. The thing is that I’ve had a tough year with absent mentors, low interaction/training (there are extenuating circumstances with my SA.) Do I mention what changes I need to see to stay here? Or just go along, accept my good reviews and bonus, and keep my head down?

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What is everyone’s sense of in house comp at a hospital?

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Is the elvie or willow really worth it?

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My partner and I are in our late 20s and spend about $6k a month all in in HCOL area. We gross a bit over $400k annually. Is that reasonable?

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Hi,
Can anyone from
Paytm give me an idea about when will they start calling people back to offices?

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Looking for a job in Omaha. Appreciate any leads!

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Do new hires get some kind of new hire present. Company swag. Or some shopping gift balance. I got all of those when hired by PwC. Curious if D would have similar gifts too as welcome presents.
I am going to be an SC in Atlanta

likehelpful

Did you share with your family when you hit a 1M net worth?

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Just spotted on linkedin: MullenLowe NY is looking for a mid to senior level AD.

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Got offered to go to RSM from a big four with a 40% raise and a promotion. I should make manager this round if I stay so promotion isn’t that big of a deal. Should I take it? I’ll have smaller clients, but think I’ll really shine there too. Less work, more pay... I could always go back to my current firm. Thoughts?

likehelpful

Any thoughts on siacoin? Just gone thru the white paper and planning to buy for a good amount..

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What is Oracle ACS? Are there any other verticals in Oracle? If so, Which one is the best for Oracle Fusion Implementation projects?

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Is there a difference (any or significant) in the past achievements/future potential of HBS and MIT Sloan students?

funnylike

How much of a notice period do you generally give employers when transitioning to a new company?

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How much salary does icertis pay for .net software engineer of 2 yoe ?

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Currently, I’m searching for a new position in the Accounting industry. How should I approach the recent two year gap in my resume? This came due to being I’ll from a condition I have. I was in and out of the hospital and my health was my top priority at the time. I am just now beginning to reach out and spread my resume. Any insight would be highly appreciated!

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I am an RN with a total of 11+ years of experience on hospital and corporate RN insurance accounts. I was away from bedside nursing for 10 years. I recently accepted an offer at a mid-city Rehab facility to reintegrate myself back to bedside practice. The institution offered me a $40/h rate. Is this a good offer?

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Normal to not hear from recruiter or hiring manager for weeks / month+ after conclusion on all interviews?

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Additional Posts in Independent RIA

Valentines Day - what do you guys do for your widowed clients?

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

helpful

Anyone have any experience with xy planning network? Thoughts?

Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.

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Any thoughts on xy planning network?

likehelpful

Average salary for a Senior Associate who’s in the process of getting their CFP?

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Anyone using remote marketing consultants for social media seminar promotions or creating online content?

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Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

likesmart

I'm an independent solo RIA in California. Highschool buddy of mine is a permanent resident of Canada and wants me to manage his money. How do I take on Canadian clients?

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I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

likesmart

What is your experience with The Bill Good Marketing system?

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RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Does anyone have any experience using FMG marketing suite. Our firm took a demo this past week and it looks robust.

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

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Has anyone used Smart Asset for lead generation?

like

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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How much does a book of business typically sell for? Thinking of buying my partner out. I'm managing his book and have been for 5 years.

Do we need to do anything special to accept international investors?

like

Best way to generate leads today?

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