Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

COO’s & previous SR. account executives…

I made it to regional manager for a franchise by age 22. Ran a successful financial practice & sold by the age of 33. Took 2 years off and built a health & wellness coaching platform for my wife (medical provider). Then, the last 2.5 yrs, have been a top producer in Saas sales as a senior account executive. I’ve been told I would make a great COO someday and I’m ready to take the next step into leadership. Who/what should I be targeting next?

Hi fishes, does anyone completed PGDM. Is it worth doing? How about added advantage in IT industry of it?

How does one most effectively make the transition into management from an Individual Contributor?

I've been an individual contributor for 4 years in Tech, have 8 years of experience total. I'm finding it difficult to make the management transition despite having management experience, performing beyond expectations, and having a genuine passion for enablement and development.

I'd appreciate any success stories or pointers you can offer in regards to this transition.

I currently work in ops consulting, would I have the appropriate background to make the jump?

hey folks, does anyone have advice on how to leave a company that you just joined? I’ve been at my agency for barely two months before getting an amazing offer elsewhere. How do I leave? Should I leave before or after the holidays? My team/boss are SO nice, and I’d hate to burn a bridge.

I'm graduating with a Master's in Biomedical Engineering with a decent amount of research in academia (and no "professional experience" outside of research facilities), but I don't want to pursue down the line to get a PhD. I have been juggling the options of R&D in the industry (MedTech, Biotech, Pharma) or Consulting (Life Sciences) for which I don't really have a background. What are my other options?

I’m curious what non sales positions people from sales transfer into. Currently a sales rep at a cybersecurity firm but am interested in exploring industries that have a bit less stress involved.

Is it true that Recruiters and ECDs don’t consider creatives with Healthcare / Pharma experience when they apply for Consumer jobs? I have lots of Consumer experience (in my country) and I’m currently working in Pharma (in NYC), cause you know... I need to pay my bills. I’d like to go back to Consumer. I’d really appreciate your objective feedback.

Hello, I’m a certified occupational therapy assistant and looking to utilize my bachelors in healthcare administration to transitioning my career into a more non-clinical role. Ideally I’d like the flexibility to work remotely. However, I’m having such a hard time landing an interview. Is anyone good with helping transition resumes from clinical to managerial/administration?

2020 grad here. Worked at a firm and then clerked. Just started another clerkship and planning on returning to big law around this time next year. Thing is I’m certain I don’t want to litigate and want to do corporate. Has anyone done this?

I feel like every company lies about “working your way up.” You’re never allowed to blatantly say that you don’t like your position and you’d like to transition to HR or Finance. It’s almost as if once you get in claims, you’re stuck.

If you’re a manager and you see an employee that wants to branch out into a different department, why would you keep them boxed in for 2+ years?

Are there some background mechanics that I’m missing?

Does anyone practice White Collar criminal defense in NYC or know a decent amount about it? Is it fun or fulfilling? Is it a good way to break into government work in the future?

Accepted offer to leave consulting (3 YoE, no previous lab experience) to join corp strategy team at biotech, any advice on what to do during the first couple of weeks?

I have been in management for the past 8 years and part of large corporations. I just recently joined a small organization that I have wanted to be a part of for the past 2 years, accepted the role of general manager. This organization knew that I don’t have general manager experience, no payroll experience, no experience setting prices, no purchasing experience and today, 6 days after starting, I have been asked to step down due to not being confident that I will be ready in 3 weeks…

Can anyone tell me about job ladder levels in TCS. I here they give IT Analyst for 4 year experience. What are the. Next levels from there and how many years does it take for getting to each level.
Please anyone answer 🙏

I’m an analyst & have been working towards associate – I was recently offered an associate role on a different team, but simultaneously am feeling burned out and thinking of leaving the firm within the next 6-8 months to work at a smaller company. I want to accept the associate role for my own professional development and growth. Tips on leaving a role after 6 months without burning bridges? Is that possible? I feel somewhat guilty about leaving my team, but know I have to prioritize my career

I love what I did in physiotherapy but two years into the career im struggling to see progression or long term future satisfaction. What have people shifted to from this career?

I have 2 offers one from my Current company and one from Cisco my current company is giving 10 percent more than cisco Where should I go should I join cisco or stay in my current company( a small stablished startup )Considering my final goal as FAANG (similar) and I come from a Small College Cisco Amazon Uber Walmart

How to register for nxttrans for transport

Anyone want to buy a 128gb black iPhone pro? Going to return it otherwise. Unopened, still in box. Decided to keep the purple one instead.

Hey all! Looking for a part time side gig I can do working from home in addition to my full time job.

What's the variable % for an Associate Director role at LTI?

Is love blind? Have we figured it out yet?

Is here anyone from GE client project at Citiustech?
Which client laptop do they provide?

To ZSers who got onsite: How to get onsite opportunities as BTSA?

Hi Guys,
Do wipro give joining bonus to everyone who joins their organisation?

Looking for opinions. I’m an IW with 2 yrs experience working from home at a Fortune 500 company w/ excellent benefits, target salary 75k. I was previously offered a job at another company where the 75k salary was guaranteed for the first year. Most people make much more than this once their comp fully ramps up, but, I would have to work in the office. I declined the offer, but now the CEO wants to meet with me several months later. Would I be crazy if I asked for 100k guaranteed salary?

Ketanji did not come to play! Came out of the gate ready to fight and turn these racist arguments on their heads. The way she was dropping 14th Amendment bombs on that man made me so happy. And this is only her first day. I just hope they protect her well.

Can we use the wellness benefit (500 at 75%) for Garmin GPS watches?

How long into practice before someone should be competent to handle a seven figure marital estate (business, maintenance/alimony, and personal property) solo (without supervision from a more experienced attorney)?

Hey guys I just lost the Livley job out of Davis elen. Any of you get it

What is the comparision between Infosys band 6B and Band 8 of IBM? Any pointers please!

I have 9 years of overall experience and past 2 years with Oracle, I am in SAAS based apps, Recently I got 5 rating in the appraisal and Manager asked what is the number you are expecting ?
Any idea what to quote either percentage / LPA ?

Debating if I should have domino’s or chicken quesadilla for dinner tonight?

Looks like nothing uncensored here...

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?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

I need some good career-development or finance-related books, anyone got any recs?

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 graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

What are the best resources for studying investment banking exams: SIE, 63 and 79? I received sponsorship today and have no idea where to start. Thank you!

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

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

Thank you so much.

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?

Feels great when you transition with people from clients to good friends 🙂

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?