https://joinfishbowl.com/bowl_r7dun

Looking for thoughts.

I have 13 years of experience as a Business Analyst at various capacities (Regulatory, Data Verticals) in Banking with Bachelors degree in Accounting & Semi Qualified management accountant

Currently pursuing PGP in Data Science and in verge of completion.

Alongside I have got certifications in Cloud & Visualization tools.

Now I want to move completely to the Analytics/ML side. Will the companies consider my BA experience in Data & Regulatory experiences?

Resume question I've had three positions over my career one of which lasted 3 months and that I got fired from, the job search took an additional 2 months. Is it worth it to leave the 3 month stint off my resume? It might be easier to explain getting fired then a 5-month gap I was thinking

Why recently thoughtsworks are hiring women mostly for graduate developer role ??

Do firms ever take all of their final candidates even if they were not looking to hire as many?

Hi Guys, How is Capgemini Invent? Is it a different company or SL? How are its projects and opportunities?

How does sleep affect your medications effectiveness? Do you feel like you need X hours of sleep for your adderall/vyvanse etc. to work properly?

Did any PM or PMM get into b-schools like CBS or NYU to make the transition? Would love to chat!

Hi Fishes,

Any job openings for Project Manager?
I have 12+ years exp
Notice period - 60days

I love when randomly talking to a straight man and they out of nowhere say “I have a girlfriend” all shaky and nervous. It gives DL guys in sweatpants tease and that I’m doing something right 😂

Does anyone have experience in SIOP in Supply Chain? What organizations do it and can explain how you use it for work?

UBS or Morgan Stanley ??please help fishes I have joining next week

Both at client side

How much would a CD earns in an Singaporean agency?

Hello,
Why there is so much of hatred towards Kyndrl all over . Is it really such a bad company .

Did anyone else get a fee waiver randomly from Sloan? Started a R2 app with Sloan a month or so ago and just randomly got an email yesterday saying my app fee had been waived.

How to find your legal team/ help? I am working on and iOS app and there are some legal areas I need straightened out before I sink anymore money into it. Where is a good place to find legal help

As a lateral after many months my appraisal starts and is hike good in ibm?

Partners, what are signs/examples that a project’s leadership is prioritizing the clients needs over the team beyond the normal ‘nature of client service’? Is a convo is worth it?

Hey would anybody mind looking at book to tell me why I’m unhirable so I can further justify quitting? Please DM me.

Anyone familiar with or us Snappy Kracken?

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

What is your experience with The Bill Good Marketing system?

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?

Anyone use SmartAsset for leads? Any success?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

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

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Best way to generate leads today?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Are any RIAs charging for maddening 529 plans? If so, how?

Anyone have any experience with xy planning network? Thoughts?

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

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......

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.