https://joinfishbowl.com/bowl_r7dun

What does it mean to be an educator of color?

Hi,
PPL working in Walmart Bangalore.Have you guys already relocated to Bangalore or travelling from your hometown based on the requirements ?

My relationship just ended yesterday because he wanted to “focus on myself and figure things out.” My relationship before that ended (~2 years ago) because he wanted to focus on himself. I can’t help but feel like it’s because something is wrong with me. What am I doing wrong?

Hi All,

I am looking for a job in automobile after sales position. Please help me/refer me for any opportunity.

I have experience of 9 years in handling after sales operations.

Did your employer have you sign a non-compete? If so, what specialty do you work?

I’m transitioning into a role where I’ll be more hands on in production. Previously, the producers handled the budget, contracts etc. I haven’t done this in a long while so I hope I could get some answers here to be more prepared

This is a much smaller company so I imagine I’ll have to take on some of that eventually.

What are the standard day rates today for a stylist, photographer, Director, DP, set designer, prop stylist? Are there resources out there I can just look up?

Does anyone have any side hustles apart from their day-to-day? If so, what are some suggestions that work well while practicing law?

Going from 165 as an ACD to 210 as a CD? Is that about right?

Hello, I am in USI GES tax at DUSI. I love my job but not my team and mgmt anymore. I'm a performer and I'm dumped with work of 2 ppl while others are searching for work. I am burned out.

I resigned and accepted a job with EY GDS with a huge pay bump that DUSI can't match but I also gave up my potential promotion for 2023.

I've been feeling bad about putting my papers down and letting go off my promotion but I am really tired. I took up this job as an escape.

Did i do the right thing?

Hi Folks,

How will be Massmutual Hyderabad? Can anyone provide me the review on that. What are the perks offered by the company to their employees.
How the growth will be?

Hi All,


I have 3 offer letter in my hand Ericsson 12 lpa,PWC 14 lpa and Comm-IT 18 lpa.

So please suggest me which company is better and why.

Can I go with best salary or go with brand.

I have 7 year experience in java development

Anyone working at Revolut? What is the culture like in AU?

For the foodies out there, post pics of your creations during quarantine! :)

Welcome to the bowl 🐠

Good places to grab a drink solo? Im a 25yo woman.

I joined pwc last month, and absolutely hating it here. Each weekend has been working, 12-15 hours work day is minimum expectation. And there's extreme hierarchy, where even after you spend 24 hours working on something, the director decides he wants something completely different and you delete and restart. (Note that you request them to review and give their pov earlier on, but they never take the time out)

MD mentioned the possibility of getting funding for a PM program/certificate since we’re newly shifting to managing some solutions as products; anyone have any experience/recommendations?

Patient experience consultants? Are your here?

Has anyone used Smart Asset for lead generation?

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?

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?

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

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

Best way to generate leads today?

How do you advertise?

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?

What is your experience with The Bill Good Marketing system?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Anyone have any experience with xy planning network? Thoughts?

Anyone familiar with or us Snappy Kracken?

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......

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

Any advice for someone in the middle of a merger?

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

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?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

Anybody have series 24 study materials that they don’t need anymore????