Ladies - let's start a great list. What are 1-3 things you do to make it easier for clients to do business with you? I'll start...

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Fill out all paperwork for them otherwise they'd never get it back to me!

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Offer Skype meetings for convenience.

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Meet when they are available... smile and help them relax before chucking up numbers

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Postage paid return envelopes. Schedule our next review before the client leaves the meeting. What else have you tried?

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Personally call — not text — them on their birthday or anniversary. If new life insurance client, schedule medical exam and tele-underwriting call at the application taking

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I wasn’t able to figure out how to add a “Spoiler” flair similar to Reddit, so if you happen to post something similar to my previous post that could be a spoiler, feel free to start with SPOILER haha

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$160k/32/F/11 years exp/major market... thoughts?

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Hi. I am looking for opportunities as GPM or MM in MNCs. Willing to relocate. Any leads or referrals would be helpful. Looking forward for a positive response
Thanks in advance.

“Judy Dench in Cats is a cautionary tale to not agree to extremely short timelines...cat paws need fur!”

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Found a most enlightening work on decolonial history with tons of TIL moments especially about Anti Colonial movements in Egypt, China, Japan and course India in the 19th and 20th centuries. Most histories this period often adopt a Euro-centric lens but this book flips it and tells the stories of these turbulent times from the vantage point of the pioneering Asian leaders like Tagore, Al Afghani, Kang Youwei etc. Lovers of Asian history would surely appreciate this book

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Hello tout le monde
Entre bearingpoint et wavestone, quel cabinet conseilleriez-vous ?
Quel est le salaire pour un senior consultant (4ans d'exp) sur Paris ?
Mercii !

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TCS has not given promotion from the last 7 years
Though I have worked on good roles throught this tenure. I am still in the 10-14 lakh CTC bracket. Is it a good time to switch ? Am I being underpaid?

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I have read a lot about messiness and ADHD... my office is always a wreck but I know where everything is and I clean it occasionally because I know people can see it.... my house on the other hand is a permanent pigsty (which I regularly blame on being "a busy lawyer")... any one else? Also, any tips on how to stay clean and organized?

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CCO and art partner are really close, only talk to each other in meetings. They even send each other emails and texts about this project and leave me out. But I end up doing all the work. What to do?

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Guys. How are the onsite opportunities in ACN. Please throw some light.

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Anyone here from Moody's? How is the company, growth opportunities, benefits and comp? Interviewing for a VP position in their Moody's Investor services group.

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Hi Fishes,

I'm having 8 YOE in Java technology, got below offers from Infosys, IBM, TCS, Capgemini, Sopra Banking Software.

Infosys - 14.68 lpa
TCS - 15.5 lpa (10 % variable)
IBM - 16 lpa (fixed)
Capgemini - 21 lpa (10 % variable)
Sopra Banking Software - 20 lpa (fixed)

Trying to negotiate with IBM.

Please give your suggestions, which company should I join, in terms of job stability, career growth, work life balance.

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Any Amazon leader (L6+) ?
I have a question which you only can answer me..

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Hello everyone, I am actively looking for a business analyst job in Pune. I have experience of 3 years in BA.
How much package should I expect ?
Also looking for referrals.
TIA !

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I like to know how can I get into the federal government from state level

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What is a good base salary and total compensation package minimum for a Senior Clinical Program Manager position in PA? Bachelor's degree, 5+ years of Healthcare experience, 3+ years of outreach activities and quality initiatives, insurance plan experience, 3 years experience managing a pcp office. Would be first role at this level.

Any ADs looking to do some 🔥 spec work? Let’s write (or in your case, art direct) our tickets up.

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Her unborn son to be hailed as "Associate" 😅

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I swim most mornings before work. Great way to get the mind and body going.

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Additional Posts in Women In Wealth Management

Any ideas of how to land a corporate board seat?

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After reading a few posts, I think Im in the category of being underpaid. I work directly with one advisor. Fully life and securities licensed with series 7. I’ve worked along side the FA for over 6 years now. I do everything from processing biz to handling clients. Other FA on our team come to me for help even though I don’t answer to them. The only thing I don’t do is bring on new clients. I get a base of $45k, 1099inc of 20k, plus about 7k that goes into a WL plan but counted a 1099 inc.

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What's your end career goal? I'm at a loss on where to navigate my career to next

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Financial Advisors & those in similar roles. What more would you like your registered assistants/associates to do to support your business?

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Has anyone here attended any conferences related to our field? Looking to attend one and think it can be a networking opportunity but afraid it'll just be a boys club the entire time I'm there

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Has anyone had luck meeting men at financial conferences?

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Looking for some suggestions on how to continue to build my book. I'm still relatively new to having my own clients and keep getting in my head that I'm not doing enough and growing quick enough.

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Happy Monday from Honolulu,

anyone else here a military spouse?

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Hello out there!

I’m new in the financial world and want to know the best avenues to make good money without becoming a financial advisor. What are the tracks I want to be on? What positions should be I looking to work towards?

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This is so lame! Lol I am not sure how to add more women who are actually active. Are we really that boring and weak in this industry? Come on..

Underpaid? 5 years managing 250+ households, working toward my CFP (advisor’s request), conduct meetings in FAs absence, travel to meet clients out of state, cultivated many relationships on my own, work with wholesalers to customize structured notes and trade them biweekly (tedious with the volume we do), manage 40+ SBLOCs (fun when volatile), provide all financial planning services to clients, office management, marketing, did I mention I’m his only staff member? $1M producer - me $65k/year

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I started working for a solo-preneur (so it's just us two) last year and after several very open and honest conversations about workload capacity and boundaries re: my schedule, I don't think I can see myself here long-term. However, I feel really bad because of the timing (there would never be a good time for me to be replaced) and what I would be doing to the owner (pushing back their personal and company goals). Do any other "feelers" out there have any advice on how to approach this?

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Anyone use Adri Miller!

I’m a client associate, I just changed companies and I’ve realized I probably made a mistake. I’ve been an associate for about 4 years, is there any other positions I would be qualified for? I feel like I want to do something different.

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What is the average salary for a Compliance Associate/Analyst in the NY/NJ area? Working alongside the CCO at a RIA.

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Ladies- just curious, I see women in our industry who seem to do really well, but don’t have much depth of knowledge. Perception by some is that they use their looks and charisma? Would you?

uplifting

I dress conservatively and wear minimal makeup but I still get hit on by prospects all the time. The worst is when a prospect accepts a meeting with you and then doesn’t even talk business :(

Does any one know If it’s challenging to get on with Deloitte in one of their consultant investment management roles? I’m in Operations and would love to get into consulting and wondering if it’s out of my league

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