My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

Hi Fishes,

I have two offers from

OPTUM- 16 LPA(FIXED)
Siemens- 16 LPA(FIXED)

I am currently having 3.5 yrs of industry experience as Java Full Stack Developer.

Out of these two which company will be a better fit in terms of career growth, WLF and overall work culture.

Can someone please guide me here?

Any insights on program manager roles for scaled ops at Facebook? They are describing this as strategy type work. Doesn’t seem like it. What are the exit ops if you go from being in finance to doing PM work at FB

Hey guys, any GCP TAM’s here. Just wanted to get a feel for the job, what does your typical day look like ? Is it a role you enjoy ? I’m a consulting M 10+years. Love working with clients and doing innovation using tech wondering if this would be a good role.

Which is going to most likely hurt my career more in the long run... a job in pharma or a job in-house on the client side?

I've become really jaded about consulting. I find all so often you need to tell the client what they want to hear to keep their business and I feel like so much of the what I recommend doesn't actually get implemented. I'm looking to make a career switch so I can both create and execute on my strategies. A product management path seems very promising for this.

Does anyone who switched from consulting to product management have any recommendations of h helpful PM books, courses, or programs?

Hi All! I recently started my own Private Equity firm. Searching for any big do’s, dont’s, or hard lessons you learned along the way. Do any veteran entrepreneurs/PE partners or staff members have advice they would like to pass down? I know early on in my consulting career there are many things I wish I could go back and tell myself.

As always, thank you all! 🐟

Anyone have CFP Prep books they don’t not need anymore?

What books would you recommend for someone wanting to get better at sales?

How is the career in Pursuits in any Big 4? Does it pay as good as core consulting work? How is the work life balance? I want to make a shift from client chargeable work to BD work for better work life balance. Is it worth switching?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

How can I land an AWS Job? Masters in Data science, cloud practitioner certified looking to get Solutions architect. I want to work at Amazon so badly. I love machine learning and have hands on experience.

I’m a private immigration attorney whose interested into transitioning into a high level federal government attorney position in the future (not in this administration). Ideally, I’d love to work in the solicitor general’s office.

I’m only a year or two into practice and am wondering if there are any tips to best position myself for this type of position? I don’t anticipate making any moves that way for at least 5 more years. No clerking experience or law review, so that’s -2 points for me

Been in information technology/cyber security for about 5 years now. Thinking about switching to a tech sales role. Does anybody have experience with this? Was it a good/bad idea?

How difficult is it to transition into banking when your experience in mainly from Fortune 500 businesses like FP&A?

I’m interested in reaching for a position as manager for a local retailer, but I hate having to play the bad guy. How can I become more comfortable with fulfilling that role?

Laid off, any tips on how to gain experience/sharpen resume while job searching? I was in a project management support analyst role/ Venture capital sales role. I’m thinking of getting certifications to increase marketability

Hi Fishes

I have one doubt i have 9+ year experience in Mainframe
Now i want to switch to Big Data (Doing some online course)


Is it possible to switch to big data from mainframe
Also how to say in interview rwgarding mainframe and big data


Kindly guide advise please please

Best resources for platform dev 1? I failed in 3 times and have to wait until spring. I’ve got 9 other certs(5 yoe) but this one is kicking my butt

Someone came in and ordered 60 bacon double cheeseburgers… my crew thought I was kidding. 😅

I have a Canadian work permit, and am looking for jobs in Canada. I have 5 years of work experience. Can anyone please refer me in your organisation?

Does anyone have faith in polkadot? I bought because it had good staking APY and i like most of what i read about them, plus Gavin wood is legit.

Didn’t occur to me until later that it was idiotic to buy at $33 when it started at $2 not very long ago. I sat in losses from 2017 buys until this year so you’d think I’d have learned my lesson lol. That said, i think this project is solid? Worth holding until 2025 if need be?

I’m 30, should I consider joining S& Middle East as Senior Associate in attempt to make Manager and leave? Is it too exhausting? Will I burn out before I get there? And how long to Manager?

How much can I ask for with 4+ years experience at strong nyc agencies?

A very privileged question, but do any of you expect significant inheritance? And if so, how has that affected your retirement planning?

PwC 1 again, we are live at Craft 🍻

Hi fishes

I want a referral in the data science domain. I have an experience of 2.5+ years in data science and analytics with skills in python, sql, data Analytics, machine learning and SAS.

Currently having a notice period of 1 month, I’m looking for a change.

Please let me know if you have a suitable role for me in your organisation.

Thanks.

Deloitte business tax services ? What is the best sub group@to join in terms of hours etc.

How is the work culture at Synechron, Bangalore? How is the job security?

What is the CTC for BA4 finance in Barclays noida ?

SOS, I got a govt offer & was let go from my current job. I was not given a clear reason for termination but it was not misconduct. How do I phrase this in a disclosure statement for background check

I am joining on 22 july. Please let me know whether july salary will come on month end or it will come in next month end with aug salary.

Any workers comp attorneys? Thinking of transitioning. What’s the job like?

Hi fishes, Any openings for functional BAs? Looking for Solution and Strategy related positions. Yoe. 6+yrs Trying to transition into a Solution and Strategy Consultant, any suggestions or reference appreciated? PwC Accenture Morgan Stanley Deloitte EY Infosys

Who / what do you list as your contingent beneficiary when your spouse is your primary, you don’t have children, and you don’t have anyone in your family you trust with your finances if something were to happen?

Recently hired an admissions consultant and based off of our consultation she was great. Unfortunately, I have not been able to find a ton of non-gmat club/PQ feedback on her but I went with my gut and moved forward. What is the best way to get the most out of my experience with her? I am starting from the ground up for R1.

🤝 Pay it Forward:

Drop a piece of advice or wisdom that has seriously helped you in life or your M&A career

Help another user and pay it forward. 👇

HELP!
I have raw sales data on one tab, which includes a sales rep ID number. My second tab has that sales rep ID number in column 1 and the rep name in column 2. How can I get the rep name added to the correct line items in the raw data?

Hello Sharks,
I have recently got an offer from a real estate IPC for associate consultant, offering 7 LPA which is 33% hike Approximately on my current CTC,
Is it worth taking this offer?
Location is Gurgaon, can I survive easily in such a place with this pkg?
Please help!

Best books you read this year that aren’t about sales, marketing or prospecting?

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

Best technology to use that LPL has?

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Anyone knows about the base for chase PCA?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

What are some of your “schooling the client” moments?

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

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

What is the most expensive thing you have ever bought? How much did it cost you?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?