So are people complimenting me or insulting me when they say I'm type A?

Just came back today to the office from a 3 day bereavement leave. Performance reviews were apparently done Tuesday. Senior partner who does the reviews left out of town Wednesday. Concerning?

I am finishing up at an agency end of June and another agency reached out to book me for a 3 month job that would need to start fairly soon. The job I’m on now has been shot and edited and is going into testing and then we will do the color and mix. What is the proper freelance etiquette in the situation? Can I go to the agency I’m at now and tell them someone wants to book me through the end of August or do I just have to say no to the new agency?

What level of watch is acceptable to wear to work? Not sure if office vs client site also impacts

I have a partner who routinely ignores emails or responds to them several weeks later. He has to approve every single document sent to the client or the court, which means you have a physically go to his office to ask him to review something. Half of the time you go to meet with him in person, he’s either on a call or otherwise busy. I find that this basically creates more work and makes meeting deadlines extremely difficult. Is this normal?

Do we have image problem due to Bollywood. New Indian colleague used 'Paaji' 10 times in 1 minute conversation plus expecting me to laugh at anything useless🙄
Finally said her - Hey, I have a name 🥴

Poll: What dress code do you follow at your home office?

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?

Do you drink or do anything wild at company holiday parties or events? I feel like as one of the only minority associates I have to be extra careful to stay professional. All my white coworkers can talk about is the open bar and how crazy everyone gets...true or false for your company?

Have too much on your desk? Maybe one of those briefs is a bit boring?
Send it my way, I'm here to flex my copy muscles for you.

All I ask is you give me feedback when I send it back.

What’s your ideal realatinoship with your SE Manager? What style of leadership do you prefer from them?

Client recently hired a POC as CMO. Is it weird to be excited? I feel like a lot of good ideas died due to bias from the previous CMO. But also don’t wanna assume the new guy is “woke" he’s def smart.

Anyone has any book recommendations that teach you how not to get overly emotional with work? I found myself getting irritated/ frustrated/ stressed often and I think these emotion gets in the way for me to put out my best performance. So looking for advice

Check me here: other side attorney has already reached out to me directly via email saying that an LOI is coming… Then, she sends the LOI addressed to my client, and CC:s me only. It should have been addressed & emailed to me, and copy the business folks, when an attorney knows the other side is represented by an attorney. Am I overreacting for being annoyed?

Non native English speaking 🐠 fam, anyone else feel super pressurized when a partner asks you to put together something that involves extensive writing? Cont'd

Working with a Junior AD who’s too opinionated & doesn’t respond to my feedback well. He’ll just show ideas that I’ve already debunked/scripts that aren’t very good, which makes me look bad. Advice?

Small firm partner. Thoughts on exploring something personal with a professional contact wherein I/my law firm is the client?

Someone provides us services that for purposes of this post, I’ll describe as marketing. My firm pays their firm to provide us services with the aim of our law firm bringing in new clients.

Came across the owner of that business on one social dating site/app, but their profile disappeared without me taking any action. Their profile popped up on a different app/service

“At dinner John (client) said I have nice legs, grabbed my thigh, put his arm around me & invited me to his hotel. Seems inappropriate.” Boss: “Well we won’t be taking him to dinner again this year”🤯

One partner loves my work! The other partner who I work primarily with literally changes every single word that I write! Wtf

I work with quite a few oldheads in my department, I’d like to know how to convince the higher-ups that we need to evolve our strategies to bring us in line with best current practices. However, I don’t want to act out of line or be disrespectful since this is my first role and I have less than a year here.

Hi all, need 11 likes to DM.
TIA.

Currently an audit manager at EY (I am CPA) and looking for something different/new. CFO services at A&M has been suggested to me. Any insights on this service line? Any thoughts on potential alignment of my skills/background to CFO services?

Hi fishes need your help in salary discussion with capgemini.

3 yoe
Current ctc : 7.44lpa
Offer in hand with amdocs : 12lpa

Can I ask capgemini : 14lpa ?

Will s&p provide headset along with laptop for new joiners?

Looking to switch from tax associate to big4 tax senior. Any referral/recommendations? TIA.

I’m the Affiliate Chair for for the DC Affiliate of the Pancreatic Cancer Action Network and looking for a few volunteers for leadership roles helping the affiliate grow and raise awareness about pancreatic cancer. Message me if you’d like to get involved!

Thoughts on exiting to a second tier accounting firm to advance level (D—>MD) and more pay? P’s get paid less but also sounds like less pressure/stress and more opps to be a leader sooner

I had an interview last week and waiting is raising my anxiety. I am on anxiety medications and it doesn’t seem to help. I don’t know why I am getting anxious as I already know I can not control the

My firm recently switched to a time keeping system that monitors everything you do on your computer. I have ADHD and often google random things (I.e. scores of games; actors in movies/shows; news articles; etc.) has anyone had a problem with AI monitoring and/or management getting on you?

Should I take up this job?

Current - Consultant in Deloitte USI
Offer - Senior Consultant in EY India?
Hike offered - 30%

Role - Internal, EMEA Leadership Support

Please help.

Just finished my workout and off to get some sushi. Happy Sunday everyone and hope you all have a good week!

It's great that this bowl crosses the consulting and advertising bowls. I live vicariously though your puppers

Any NYC 🐡 that would let me borrow their doggo for walks?! I am so missing my old guy, but can’t adopt a new one due to work ☹️

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?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

I do not prospect. I open accounts while slamming a revolving door.

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?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

Finally went to sleep doctor for initial screening. One of his questions was “Do you wake up feeling refreshed?” I laughed out loud

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

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

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

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?

Really curious, what percentage of your clientele is friends/family?

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

At what temperature do you set your thermostat in the office? I like to keep it at 72 during the day but our electricity provider recommends that we set it at 78!