So I’m a little slow here and having a hard time staying up to date, but the senate went and took a recess after not coming together on a deal? Wtf is that.
Deloitte Advisory is hiring Seniors and Managers for the tech assurance business. Happy to help refer :)
Has anyone switched from big law to government and are you happy you did? Interviewing for a government job next week.
Any of you using TikTok to display your properties? I see it's working for some realtors and I am tempted to try.
Hi ladies!! Any couples out there done couples therapy to just simply be a stronger couple and start going down the path to engagement/marriage? What were y’all’s experiences and thoughts on how it went?
Recs for a coffee maker at home?
Just let go from a 40 hour per week consulting position where I learned they were paying other consultants 3-4x more per hour. They still really like my work, trust me, and want to work with me on an as-needed basis. I want to charge them an hourly rate similar to all the other consultants. Thoughts? Is this a reasonable course of action? And if so, how would I go about this to get the compensation I want?
AA or UA out of LAX.? I have delta gold I will status match. Love delta but don't have enough directs .
Bain & Company Any recent Bain & Company AC experienced hires, what were your signing bonuses? Also is it possible to get tenure (come in as AC2)?
Kindly help me to get an interview in Microsoft for sql , ssis (MSBI and power bi ) developer role. Microsoft
What does the Day 1 look like at JPMC ? Is the induction on Day 1 ? I've been sitting idle since the morning completing a few onboarding tasks, however the HR and the onboarding teams are non-responsive. Is it normal ?
How does value engineering compare to being a sales engineer? Have an opportunity to make the switch (still relatively early in my career) , but unclear how comp differs down the line.
Hi all, I’m looking for ways to develop myself professionally. I would love recommendations or tips on how you continue education in your field to stay relevant and continue to learn about different marketing strategies.
Any tips on really good conferences, programs, classes, books, would be so so appreciated.
I’m currently a senior manager for local marketing activations on a planned path to become a director. Thank you!
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Best marketing books/videos for a brand new advisor that is building their book from scratch?
Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing
Since the beginning of the year I've already gotten 4 referrals. 2 have become clients, and another is a high possibility. This is an abnormally high number of referrals for me. Hoping it continues!
At work events it's often asked "What's your favorite activity outside of work?" I hear things like "hiking" or "music festivals". Me? I like a good ole sit. Nice chair. Quiet room. Sitting.
I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.
Whether it was $100,000 or $10+mm, what were your inflows from new clients in 2017 and how did you bring those assets in?
So I got a call from my Mom the other day telling me she moved her annuity into one paying 6%. Based off of what I read about annuities, I can't imagine what kind of crap she bought to get that 6%.
Lady is upset with underwriting decision on life and blames me. Demands to speak to my supervisor. I say that I don’t have one. She insists that everyone has a boss. Where do go from there?
Things you wish your clients knew...
client was a bonehead and got a new truck that he’s now upside down on. He wants to try to get rid of the payment but based on my research his options are bleak. Anyone have any good ideas for this?
Anyone else noticing a slowdown in the economy / wobbliness in the markets? Definitely feeling a bit on edge, feel like the music is starting to slow a little bit
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?
Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?
How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.
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.
Anyone use a standing desk?
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What keeps you from prospecting in both areas?
I live 40 minutes from my office. Has not hurt my business one bit. No one considers it a slam to the community where you work. After all, you chose to work there
There are plenty people to help. We are only limited to the U.S.
I had a FA move to my town and i was driving 40 mins; oftentimes I wondered why I wasn’t the logical choice for the ofc but thats neither here nor there. There are no territories and all I can say is go work hard and gather what you can. As I always remind myself, life isn’t fair but then again, I don’t want it to be. I ended up moving 6 minutes from my ofc and it’s made a huge difference in my mind and my business.
People in my community notice things like this. It may not seem like much but when you’re physically located away from the branch...some (not all) clients see that as a slam on the community like they are not good enough for you to both live and work in the same area/city. I moved closer about 10 years ago and actually had customers tell me this.
Regarding business that’s out there for all of us to get...our competitors are usually not the people already wearing the same jersey as us. Banks control trillions in assets that is simply sitting in cash. Plus on top of that, the veteran isn’t likely as hungry as you are...so they likely won’t be prospecting the same people anyway.
I live in the northeast (now) and have most of my clients in southeast (where I use to live)
I’m now gaining prospects here. Go back to vist my old office 1 out of every 6 weeks. Most clients don’t care and don’t even notice I’m gone. There is no such thing as “territory”
You get clients wherever you can get them