Social Networking came through today. Just got a corp directory and 401k investment line up from a college friend because I asked him on LinkedIn

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Posting as :
works at
You are currently posting as works at

Nice work. Come back here in 30 days and tell us how the fishing went!

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Networking. Introduce myself to new connections. Write articles about how clients can step up their long term investment game. Basic stuff. Try to become a friendly subject matter expert in their eyes. They’ll come to you for help after a while once they know and trust you.

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Because they were afraid of it being used as a pitch platform with a record of everything said and done.

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How do you guys utilize LinkedIn?

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I’ve been murdering it on LinkedIn.

Love LinkedIn! Don’t know why BDs were so slow to allow it (years ago).

Related Posts

Recently received 30k and wondering what to do with it. Not yet a homeowner but also not sure if we’re ready to buy anyways. Have a young baby. Any advice on how to figure out best use?

Which bank account is better for salary account?

HDFC
Axis

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Fixed ctc 2435000 Lpa with gratuity 3.5k pm and pf including both employer and employee 16k pm. Any estimated what will be take home pm post tax?

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Mutual funds you have your eye on right now?

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Hi Fishes,

If anyone is looking to buy Life/Health insurance product please connect, we can avail good deals and discounts.

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Hi fishes can you help with perks and benefits of joining maersk at Pune office.
Are there any reimbursement or work from home option available.

Chase Freedom vs Freedom Unlimited for everyday spend?
Plan to transfer points to my CSR.
Non traveling consultant

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If I max out my 401k before the end of the year, I am still eligible for employer matching?

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Will move in September to London
How acceptable is 60k comp given rise in COL?
Any tips for housing areas/process etc

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I consolidated grad loans in ‘15, kept federal separate from private (w SoFi @6.75%). Can I refinance w SoFi or w Earnest? Should I combine the federal and lose the protections for better %?

Anyone else get annoyed with the constant grumbling about healthcare/pharma work in the main bowl?

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Could anyone recommend a set of indices that are publicly available and is a good predictor for consumer spend in home renovations ?

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Was there ever a time you wanted to give up being a real estate agent?

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Fidelity or Vanguard for opening a Roth IRA? I’m new to investments, still learning, and I’m more of a buy & hold / hands-off type!

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Good morning! :) This isn't a job I am directly recruiting for but a friend of mine is recruiting for a client who is seeking an HR director. The only challenge here is the industry that the client is in. The industry is adult content site. Anyone interested? I hear good benefits and flex schedule. DM me and I can connect you with the recruiter.

likefunnyhelpful

Any insights you can provide about the Industry Solutions Manager position at Microsoft? A recruiter reached out for their Healthcare and life sciences space.
How's the culture? Any indication of pay (I wasn't able to find much via googling)?Microsoft

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Hello Fishes, Please help me in understanding the health insurance policy at Nagarro. Is spouse and parents by default enrolled in the default 3 lac amount? If not, what’s the premium amount I need to pay?

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Nifty reaching ATH but portfolio still at low 🥲

We can help you in tax planning and getting tax refund upto 2.5 lacs.Let us know if seeking help/clearification.

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More Posts

I want to join a fitness class but I have been going to gym always instead. Any reasons to convince to join fitness class?

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Every week we’ll be posting a breakdown of n attorney’s compensation offer at a tech company - that way people have actionable insight on compensation. Join the bowl to follow along.

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what is the fixed CTC for SA2 in Kolkata AC for Chartered accountant?

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Recommendations for lightweight low maintenance versatile blazer?

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Can a company renege an offer after a bad reference? Will they?

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Have a start date coming up and need to give notice ASAP to make my start date. Just got a call from HR saying I passed my background check but nothing officially in writing. Do I wait or can I give notice tomorrow?

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Hello Fishes,

Can someone please let me know the salary range for an Automation engineer/SDET role in
Pure Storage Bangalore with a total experience of 4.6 years @Pure storage

Thanks in advance

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Taking a sentiment of where you think bitcoin will go from here. Like the option that you agree with in the responses

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One of my big hang-ups with biden tax plan is raising corporate tax across the board. Why raise taxes on businesses when we've just found out how fragile it is to be able to run a small business?Why not at least propose some kind of progressive corporate tax structure if you want to raise taxes on corps?

likesmart

“It turns out that wealth does trickle down, you just have to make them bleed first”

I guess they didn’t like bleeding so they’re trying to manipulate the markets in their favor AGAIN.

Post Photo
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So, Partners... What's your spending breakdown like? Curious to see what expenses y'all have. # of yrs as Partner may also help.

Thanks for sharing! Again, just for fun and curiosity.

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Aldi at Digitas? 👀

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Anyone in here moved from risk consulting (internal audit + external audit support) to FDD with the hopes of breaking into banking? Or have y’all seen it happen before? Would probably be a step down from a comp and wlb pov but it’s a means to an end..

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Will we get salary credited tomorrow? 30th and 31st and weekends

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Is there usually room to negotiate salary when you are promoted? If so how much up can I negotiate? Tips?

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Hi everyone, I'm new to Canada and want to start my career here in the Financial and Banking industry. I have passed the CFA level 2 exam and was wondering if I have to complete the Canadian Securities Course (CSC) as most of the job postings here mention about it. I saw that if someone passes at least the CFA level 1 exam then the requirement of CSC is exempted. Can anyone enlighten me about this? As the CSC exam costs above 1000 CAD, I wanted to be sure if I need it before investing behind it.

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Required candidates with strong Ericsson knowledge with max 8 years of exp Ericsson

Single book recommendation for user research?

Goal is interview prep. Ideally focused on applications in tech.

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Additional Posts in Financial Advisors

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

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Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

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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?

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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!!

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For those who started at insurance company to gain experience and moved, were you able to take variables(non-prop VAs, VULs), b/d books with you?

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International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

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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?

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Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

likefunny

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

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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!

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I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

likehelpful

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

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My office now looks like a spaceship. Had 2 monitors on my desk, both 22 inch. And I had my 42 inch flatscreen on the wall. Today, i went out and bought a 23 inch widescreen.

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Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

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?

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Does anyone work full-time with ML or MS as an advisor? How difficult is it securing an interview with these firms? Are their training programs as extensive as EDJ's?

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Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

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

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

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Any suggestions to find moments of silence/solitude during the work day? Can�t use meetings rooms and the place is like a wall st trading floor. Noise cancelling headphones?

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