Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Fellow enterprise tech sales fish, I’m interested to hear your perspective. I’ve been in a rut lately and seriously considering leaving sales. I think it’s primarily fueled by one thing:
After a 6 mo cycle I closed a large deal (4x the average deal size) prior to receiving delayed 2022 comp plans. The deal counts as a 2022 deal. On last years comp plan it would’ve paid out at 10%. This year it pays out at a measly 4%.

How do you/have you navigated your way through and out of these situations?

What can I expect if I jump ship as a first year manager?

Need career advice. Trying to break into a finance role, preferably an Analsyt role but I have no transferable experience. I worked as a mortgage loan officer (which is sales) for 2 years after college, but since mortgage is such a niche industry, no hard skills transfer and have no relevant undergrad internships unfortunately. I know I can essentially get any sales job I want in finance IE: financial advisor etc. but don’t want to be stuck in sales forever. Any advice?

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

Is it OK to switch only after 2-3 months of joining?

I know this is subjective but what are some of the easiest/toughest SF certifications to get?

How is the appraisal process in Cerner? What are the procedures for internal jump?

Hi everyone,
Is fire engineering a good field to be in? Can someone tell me about the pay scale, growth opportunities and the future scope of fire/Safety engineering?
Asking for a friend who’s done mechanical engineering and is thinking of specializing in fire eng

Thank you

What would you say are the best combination of skills for software engineering now?

Hi Folks, I'm currently in search of a mentor. I'm a 28y/o MSc grad and starting a Junior Funding Consultant role (writing grant applications for startups) as I'm tired of holding out for an entry level role in ESG/Sustainability - I keep getting rejections despite completing a very wide ranging internship at a renewable energy company. Last year I received an offer at Deloitte Belgium but due to Brexit & VISA delays, we couldn't continue. Now I'm unsure of my career progression & need guidance.

Is there such place as non toxic ID firm? Or does any of ID attys like what they do? I moved from general practice to an ID firm six months ago. Biggest mistake of my life. I am trying hard not to just quit and walk away as I’m battling head cold but still have to bill bill bill and get criticized for not billing right and etc and cases being piled up - while everyone is looking forward to the long weekend. I seriously question my judgement. Need word of wisdom just to get through this hellhole

Can working remote hinder career development for young professionals? I am weighing my offers and I am leaning towards on-site to build relationships and seek out mentors. Thoughts?

Is there a secondary market for CPA books (outdated) or just throw them away? Thanks.

Good morning all, I need some guidance on how to get into the federal government. USA Jobs just doesn’t work for me. I am currently a government contractor, TS clearance, Investigative/Intelligence analyst.

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

Hello Guys,

I am in a super good position at Jellyfish as a Director with a good room in terms of growth. Great responsibilities, work life balance and I strongly love my job. However, there is an opportunity to join Google Dublin as an Agency Development Manager (level 4) with strong salary, new challenges, different role and responsibilities etc. I HAVE A STRONG DOUBT about a trade off: is better to have a strong margin of growth and a good position or join Google with the above conditions?

Karen what is the creative best work of your career? What work propelled you to your current role?

Had been working as a BA/PM role at a financial firm for 3.5 years and decided to leave corporate to join my family’s small business with the mentality I’d take things over. It’s been a little over a year and I’ve come to the realization that it’s not for me. Im looking to transition myself back to IT/Tech, but am feeling apprehensive in getting the attention of recruiters with the industry switch. Any advice from anyone that’s been in a similar situation?

I’m in-house at a small company (60 people), started right out of law school about 5 years ago. We had a legal team of 5 then. Everyone has left and we just hired a new GC. I went from $70k to $100k a little over a year ago. I am expecting an offer from a firm doing business law work but think this might be an opportunity to go to my current employer and ask for a significant raise, with new offer in hand. Any thoughts or advice going into this?

Hello, Currently i am working as Lead Software developer. i want to get into Product manager. Any suggestions? I am from mumbai, india
i saw some online course for product manager from upgrad and IIM Kozhikode . is it beneficial?
Please suggest

Hi Fishes

Can anyone please refer me for a product owner/manager role in their organisation? I work as a PO for a services company and hold 12 years experience. TIA

I heard food is free in exl is that true

Need guidance on what resources o should explore to review opportunity zone investments. All suggestions welcome . Thank you

What are the new technologies that apply to health plans products?

Them: What’s Philly like?

Me: Like Gotham City w/o Batman.

Going with a solo 401k so I can borrow 50k if I need it for buisness purposes in the future with no questions asked and fast what companies should I look at?

Currently maxing out my 401k and HSA and investing about 1k/mo in ETFs. Also recently started buying I-bonds given inflation. What are other things I should be thinking about?

So BDO doesn’t match 401K until 1 year of service..?

I have a interview coming up for a Program Manager Role and curious if anyone here is a program manager and wouldn’t mind sharing their Salary and top 3 responsibilities. I want to make sure I am being compensated fairly.

Does any decent sized agency out there respect work-life balance? Don’t want to go brand side just yet but really miss seeing the sun...

What is the starting salary for an entry-level Procurement Coordinator in SF?

I'm a master's student at U of M pursuing graduation in Engineering management. I'm looking for summer internships in business development and Marketing domain.

I have an year of experience in project management domain and I have managed 2 projects of around $55k and $80k.

I'll be grateful if someone could help me or point me in some direction.

Do you guys respond to emails and phone calls over the weekend or have you been able to put boundaries in place wit your boss?

Any advice for understanding whether sourcing would be a good match for your personality/innate skill set?

Im pretty extroverted, I have been told in reviews that I peak in verbal communication, and I have really loved conducting expert interviews in DDs.

However, I’ve worked some sales jobs in the past, and I had a hard time with the variability and staying positive bad times when nothing is sticking.

Jupiter just entered Aries. ✨

How is Oliver Wyman FS -right after undergrad- if you want to exit into PE ?

Move from Big 4 to Regional - Lateral Audit Manager - worth it?

does booking sick date or vacation impact utilization?

Could you seriously date someone who isn't on the same financial level as you?

Do you tell your manager if you’re going to work remotely from a different location for one day? We’re going to our friends lake house but have to arrive on Friday and we are all working there for the day. Do I need to mention it🤨

So the fiduciary rule got tossed yesterday

How do you feel right now 1-10? Why?

Every other week I host an Advisor meeting for the advisors in my branch. I like to mix up the topics. What topics would you suggest or have been valuable to as you have attended similar meetings?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

Anyone in the Houston area?

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

Thank you so much.

Any ideas for creative ways to prospect to large numbers of people that require little to no overhead? I’m thinking seminars or workshops that don’t require paying for meals, mailers, or ads.

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

Anybody work with local governments on 459 plans? Anything there? Any land mines ?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Book characters with whom you’d like to have a drink

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?

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

Do you ever feel you can’t tell your former colleagues how well you are doing? I worked at ML & now indep. Talking to friend at 8am, I’m at store picking up milk, etc. Friend asks, are you at store?