Rookies who made it past the first year and are still in business. What firm did you start with? Are you still there (if not new firm). What would you change if you started again today?

Anyone follow alt coins? I’m looking for some to get involved in. Thoughts?

Hey there - I recently moved from the States. Former PwC, currently in HF space. Would love to meet for coffee or drinks if anyone’s interested

Hey hey all
Any tips on how to eat desi and healthy. Want to drop from 70 to 60 and get back my fighting bod before my non-existent dil mil dates come into existence.

Advice on taking and passing the SPHR exam?

Hello. Would anyone mind sharing a solid resource or approach to compensation alignment strategy? Currently our staff have a conversation around their comp. on their anniversary- 300 employees. Performance review conversations take place twice a year and not connected to the comp conversation. I am looking for a way to ensure the comp. conversations feel less laborious and tedious. Thanks in advance!

I am continually struggling to understand how input complex equations like if functions and max/min. Anyone willing to chat briefly?

As an investor, do you choose longer or shorter amortization periods when paying off your mortgage and why? Will return on investment be higher if the amortization period is longer?

Have you ever taken a counter offer? How did that go for you? Just turned my notice in and my boss (who is great) instantly said she wants to counter.

Im a 6th year associate working for a company that I plan to stay at long term. Currently working under a G.C. that does not analyze anything from a legal perspective, occupies herself with mostly admin/operational issues, and doesnt give any direction on how she wants things “handled.” Just looking for any suggestions from people who have successfully dealt with this before.

Hi Folks, how are you doing?

Best advice when entering the world of SAP.

Partners with kids and a working spouse, how do you manage? Is it realistic for both people in the relationship to work full time long term? How do you keep marriage going and career progressing?

Hi fihes, need some urgent advice. I have an offer letter from IBM but they had given me joining location of Kolkata and DOJ 1st November. I want my location to be changed to Bangalore. Can I ask HR? Do they entertain such requests or will they revoke the offer?

Dear All,

Can i have few likes to activate Dm please!

How important are snapshots in pwc and how to handle them

for all time travelers who came back to 2020, please break the sequence we all win!

If a recruiter asks for my passport or brp, before an interview, should I send it over?

I was laid off from Deloitte in the 18th. I have an interview with Amazon for a Senior Program Managers Non Technical position with Amazon hiring manager on Monday. Any advice would be much appreciated. I would love to get into Amazon. I hear their interview process is brutal.

Hi everyone! Anyone from Accenture? Got my interview scheduled for the next week Accenture the Netherlands, Industry X.0.

Is home warranty for appliances (including air con) worth it? Have quote for $500/yr policy and my 30yo aircon is on its last legs. Do they usually pay out the full $6-7k replacement cost if it dies on me? Or weasel out of it?

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

Want to hear responses from other RIA owner/operators or IARs. Assume basic E/O is $1m limit per event and you have several big accounts ($5m+) would you raise your E/O limit? If so to what?

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

For those that work from home, do you often find your self playing with your phone while you're in a call and not paying attention to what's going on in the call?

I spent abt $25 a client last year for gourmet chocolates and don't think I would do that again, think 4 out of 30 families even told me they received them. Anybody have gifts that were home runs?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

My best ideas and improvements come from client critiques but usually from clients I'm close w/ give honest feedback and criticism. What and when do you ask for feedback?

What are some telltale signs that someone is not genuine?

Time to jump!
Where should I go? I’m after FC at Schwab, Vangard or somewhere else where I can be a planner and clear 100K + a year.

Base of $80 would be nice. I’ve made so many other people money this year I’d rather quit and not work than keep doing this. Business partner will make $500K this year on net new money, that I closed for them. Plus, anything developed they will get paid. I’ll be happy to possibly get a bonus at the end of the year? Maybe?

7,63,66 and registered since 2020.

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

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.

Gotta love the "Pls do" requests on a day when everyone else you know is at the golf course

How far do you commute to your office? My commute is about an hour and ten minutes one way 😳

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

How do you guys deal with anxiety in the workplace? Struggling a bit.

I am hoping some RIAs could help enlighten me. Invoices: How often do you send these? Do clients mail checks or do you simply bill out of the account? Can you email them?

How do you sell the benefits of managed money to your clients?