Taking the SIE in 2 weeks! Any tips, tricks and encouraging words are welcome.

You are currently posting as works at Investment Sales Specialist

Taking the SIE in 2 weeks! Any tips, tricks and encouraging words are welcome.

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works at

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JPMorgan Chase 1

You are currently posting as JPMorgan Chase 1

Look into Dean Tinney on YouTube. He has phenomenal short videos - summarizations that can be utilized for a data dump sheet. I used him for the SIE, 7 and 66.

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Posting as :

UBS 1

You are currently posting as UBS 1

I second that. Best way to chip off some weeks of studying and still pass the exams. I also used him for 7, 66 and 9/10

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JPMorgan Chase 2

You are currently posting as JPMorgan Chase 2

I passed my SIE today! Use Achievable! It’s help me tremendously! My firm supplied me Adbanker and I wasn’t understanding but def purchase achievable!

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Author

an Investment Sales Specialist

You are currently posting as works at Investment Sales Specialist

Congratulations! I hope to say the same on Monday!

Posting as :

Author

an Investment Sales Specialist

You are currently posting as works at Investment Sales Specialist

Thank you for recommending Achievable! It helped me pass!!!

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works at Hulu

You are currently posting as works at Hulu

Do you ever get disheartened by all the content you're pushing out, only to get a few people to engage with it?

3 reactions

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works at Corporate Visions Inc

You are currently posting as works at Corporate Visions Inc

Which of the two contributes more revenue YOY then the other? New Clients or Existing Customers?

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a Senior Director

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What is the culture like at Amazon in Sales ie all men or is their some diversity? Amazon

1 reactions

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works at IBM

▸ Technology

You are currently posting as works at IBM

Can anyone tell me what is one of the most popular ways to make money through stocks and the housing bubble right now? Any popular stocks to buy or land?? I'm seeing an upcoming recession WELP

3 reactions

Posting as :

works at Palo Alto Networks

What’s your number one prospecting tip for BDRs? https://joinfishbowl.com/post_zv14xjedti

You are currently posting as works at Palo Alto Networks

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an Account Manager

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I've been in merchant sales for a large bank the last several years looking to do a pivot. Any suggestions for a sales position for someone who's done outside sales for years but not in the tech industry?

1 reactions

Posting as :

a Senior Tax Analyst

▸ Tax

You are currently posting as works at Senior Tax Analyst

how am i supposed to determine the number of partnerships if i keep getting org charts that don’t clearly state that entities are or are not partnerships?

1 reactions

Posting as :

a Production Supervisor

▸ Engineering

You are currently posting as works at Production Supervisor

In order to DM i need 11 likes. Please help me guys

14 reactions

Posting as :

works at EY

▸ Strategy

You are currently posting as works at EY

Hi all,
I am planning to start a product based company in the area of Emerging technologies, along with 2 of my friends....

Is LLP advisable over pvt. Ltd. Company...
Looking forward to learn from personal experiences of the community folks...

1 reactions

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works at Apple

You are currently posting as works at Apple

What's the biggest stereotype about the marketing industry?

5 reactions

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works at McCann Health

▸ Digital Production

You are currently posting as works at McCann Health

Anyone have a recommendation for a career coach - I’m burnt out and hate advertising/digital ? Also I’m was just laid off so now’s the time to make a change

3 reactions

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an Account Manager

You are currently posting as works at Account Manager

What is the biggest piece of advice you’d give someone starting a new role/joining a new team?

3 reactions

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a Creative Professional

▸ creative

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Is there anything worse than ALMOST booking a project with a top tier agency?

3 reactions

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a Senior Consultant

▸ Other (non-Software)

You are currently posting as works at Senior Consultant

I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

5 reactions

Posting as :

Annabelle Fernando

▸ Insurance

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Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

3 reactions

Posting as :

works at ZS Associates

▸ Strategy

You are currently posting as works at ZS Associates

Pro

Am I the only one who’s bothered and slightly worried about the EV trend. The imminent death of ICE is kinda sad. I saw a Porsche 964 EV conversion video the other day, fast car sure but no soul 😔🥲

4 reactions

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a Test Analyst

▸ Engineering

You are currently posting as works at Test Analyst

Hello.. what Diwali gift Barclays is giving this year ?
Barclays

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a Senior Associate - Transaction Advisory Services

▸ Financial Services

You are currently posting as works at Senior Associate - Transaction Advisory Services

Has anyone made the jump from TAS to IB? Is it possible with no MBA? Any insight appreciated

3 reactions

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works at Coforge

▸ Strategy

You are currently posting as works at Coforge

Can anyone please tell what will be the in-hand salary after all deduction hcl

1 reactions

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a Financial Adviser

You are currently posting as works at Financial Adviser

Anyone working at Barclays Wealth Management in the UK?

3 reactions

Additional Posts in Financial Advisors

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works at Merrill Lynch

You are currently posting as works at Merrill Lynch

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

9 reactions

Posting as :

works at NY Life

You are currently posting as works at NY Life

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.

9 reactions

Posting as :

works at Client One Securities

You are currently posting as works at Client One Securities

Has anyone used Smart Asset for lead generation?

3 reactions

Posting as :

a Financial Consultant

You are currently posting as works at Financial Consultant

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

2 reactions

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works at Charles Schwab

You are currently posting as works at Charles Schwab

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

7 reactions

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a Wealth Advisor

You are currently posting as works at Wealth Advisor

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

1 reactions

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a Private Wealth Advisor

You are currently posting as works at Private Wealth Advisor

I’m a managing partner of a hybrid RIA with $2.2B of AUM and control with 85 advisors in 5 states. We custody at TD, Interactive Brokers, & LPL.Got questions about options on the Indy side? Ask away!

4 reactions

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works at Edward Jones

You are currently posting as works at Edward Jones

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

1 reactions

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works at Merrill Lynch

You are currently posting as works at Merrill Lynch

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

2 reactions

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a Wealth Management Advisor

You are currently posting as works at Wealth Management Advisor

Has anyone heard of, or tried using, the Paladin Registry?

2 reactions

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works at Prudential Financial

You are currently posting as works at Prudential Financial

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

1 reactions

Posting as :

works at Oppenheimer & Co.

▸ financial advisor

You are currently posting as works at Oppenheimer & Co.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

2 reactions

Posting as :

a Planning Consultant

You are currently posting as works at Planning Consultant

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

1 reactions

Anonymous User

You are currently posting as works at

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

3 reactions

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works at Lincoln Financial Group

You are currently posting as works at Lincoln Financial Group

Should people be fired for lack of people skills?

3 reactions

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works at Merrill Lynch

You are currently posting as works at Merrill Lynch

What are some of your “schooling the client” moments?

3 reactions

Posting as :

works at Waddell & Reed

You are currently posting as works at Waddell & Reed

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

5 reactions

Posting as :

a Financial Advisor