Looking to buy/merge/partner with an advisor in TX

When, if ever, do you add “Esq.” to your name outside of work?

I’m currently in a minor dispute with a company over a credit card overcharge and am wondering if I should have added “Esq.” to my signature in my complaint email lol.

Building out private investment platform for a growing company. Where can I find example docs of allocation policies, expense policies, etc. in order to create my own? Are there any good resources?

Have 20k, what’s a good small business to start with this fund? Serious question here

Does anyone have any experience with B2B buy now pay later? While I understand number of SMEs and volume of online transactions are important drivers, keen to hear different perspectives incase I’ve missed anything vital.

Any thoughts about investing in RE in Prosper? Is Proper really supposed to be the next Frisco?

Probably the antithesis of this bowl - but need some advice. This is for a house in a Southern metro. Built in 1960s completely remodeled in 2000s with some very recent additional remodeling of kitchen and bathrooms. Well kept house. The price will be nearly $1M, the same as something built in 2010+ with similar square footage (because a lot of the price is the lot, its a super expensive zip). Should I steer clear because of the age? Will it cost a ton in maintenance and utility bills?

Got targeted for Amex platinum 100k. Is it worth it? Is there a higher targeted offer?
Considering doing it since no more personal card for BCG expenses. Also have CSR fwiw.

@Partners - how much money do you need to invest I to the firm to get your partner share?

Looking for a panty dropper used car for around 40k. What would you suggest? Considering a wide range of options from x5 to F type

Senior manager and associate partner at MBBKOW how comfortable are you in dubai? Can you afford a nice house, car and generally (within reason) not worry about money?

Assume wife works as manager in big 4 consulting

Anybody have experience with PenFed for a VA loan? Came up in a search and their rates are extremely competitive. Any reason I shouldn't take the lowest bidder?

Got about 1650 XRP. Buy more or put my money towards other coins

Anyone having experience with opening a brokerage account for an organization (single member llc ideally)? I have a question regarding the set up.

Hi fishes

I am planning to start investing in a smallcase. I am considering paid managers. Any suggestions on manger and smallcase will be really helpful

LCSW 50k loan repayment- Has anyone been granted a contract through the National Health Service Corps Loan Repayment Program? I’m interested in applying for the 2 years of full time work as an LCSW but my loans are a bit under 50k so I’m wondering if they would only give me what I need to clear my loans or would I still get 50k as long as I complete my contract ?

Any suggestions for books to read about any guide for buying house in Canada or on real estate in Canada ?

Thanks

My partner and I are in the process of buying a PHEV that qualifies for the full non-refundable federal tax credit. We will both owe taxes in excess of the current $7,500 cap (will see if that increases with the new budget bill). If we both own the car (i.e. both names on the title), how do we manage filing for the tax credit when filing separately? Do we just pick one of us to file? Is there guidance on splitting the credit across owners? Does it matter what order our names are on the title?

Any real estate experts in the house? Thinking of making a move to Miami from Jacksonville. Jacksonville real estate is still pretty inflated and hasn’t really come down much. Is real estate in Miami following the same pattern? Or is it expected to deflate with high interest rates?

What outs do people usually go for other than HFs or PE?

have you ever just completely missed a team meeting? what ended up happening?

Trying to transfer to Traditional model in September and recently got a trading violation. Would my transfer get denied?

Anyone from SaT Bangalore? Looking for help/referrals.

Guys weighing around 185 lbs. What are your compound lift PRs? Just curious

Anyone over here got email for new joiner welcome kit?

I’m reviewing my resume getting ready to start my job search and have a question for recruiters, hiring managers. I’m looking for a role brand-side not agency side. Specialist roles aside, such as digital, when you see someone describing themselves as a “generalist marketer” is this a resume you’d pass on? My past roles have been such that I do a lot of marketing projects, tasks etc. but I’m not a specialist. I’m worried if I use this terminology I won’t even be considered for a role. Thank you

Controversial question - what are some roles/functions to avoid at Google for ex-management consultants, in terms of potential under-utilization of skills and limited career progression? Common exit opps tend to be in StratOps, PMM, PgM/Solutions Consultant, roles in Sales; would anyone not recommend any of these roles?

Anyone have idea on below companies. Which is better in terms of WLB & hikes? Both offering almost same CTC.
1)EPAM Systems
2) FactSet

Does Capgemini Hyderabad has good projects or only support one??

What do you do to fight burnout? Got a raise yesterday and will get another in September, for dealing with a lot of stuff, but I can't shake the burnout.

Hot take: if it’s actually a stealth layoff then everyone else got the same speech as you and outing the firm won’t identify you.

What advice would you give a student who wants to enter engineering but doesn’t cope with stress all that well?

How many of you are building side gigs in addition to your usual work?

Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

What are the payroll dates for Deloitte employees? I know its every 2 weeks, but which Friday?

I have experience in Risk and Regulatory Technology compliance. Anybody from FAANG willing to refer me or have roles which are aligned in those workspace (not internal audit) ? TIA

Need referral at CGI. I have the job id with me

How much did you spend on client lunches/dinners last year? I’m at $3,600.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

Best book recommendations for inspiration and self improvement?

What content providers are my fellow Indy's using? Looking for things to pat across social media and articles and videos to use on our web site.

I can't stop watching "The Office". This is my 4th marathon. Please send help.

Is the CFA worth the depressing 3+ years of studying?

Best non-fiction book you have read?

Losing motivation to keep studying for gmat and feeling burnt out at work. Send motivation!

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

My dials are getting better. But one thing I' m struggling with is the follow up call. I don' t even know what questions to ask. Any ideas?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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

What is your favorite way of winding down during the evening when you get home?

What mutual fund companies you use most

Signs someone is not cut out for this industry?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Associate advisors working for a RIA - I’m trying to get an idea of salary ranges. What’s your salary and how many years of experience?