This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

How to exit with a 70% raise with 2 years consulting exp and 2 years industry exp?

Any recommended restaurants with a live band/entertainment? Please indicate how much, if music is ticketed.

Does anyone have feedback on working for Mercer Advisors? I see a few positions in the Rockwall/ Dallas area that intrigue me. I’ve read Glassdoor reviews- was looking for more in-depth info.
I have my SIE, Series 6 and Series 63.
What is the work culture like, PTO, management style? Thanks!

I have a phone screen with American Express. Does anyone know how many days of PTO is allotted?

I find it hard to keep it together at school. I was in an abusive relationship that finally lead me to emptiness and emotional trying times. I keep things bottled up about school and home.

Anyone know good property managers in the Denver area?

Got my first job working retail! I'm so excited. I'm only 18 and I know it's not that much but I'm happy that I get to earn my very own money.

Anyone work in the Chicago office?

Fti 🐠, what is the salary band for a senior director in forensic and litigation consulting?

Can anyone help with total comp for Principal Engagement Manager at AWS? Base, bonus, RSU, and signing bonus? What level is this role?

Hi fellow teachers!
Another great resource for trauma informed teaching is Dr. Nadine Burk- Harris’ documentary Resilience. She also has a shorter Ted talk summarizing her main points. She is amazing

Anyone at Spotify that can speak to their experience, saw a position this morning that aligns very well with my background and future goals.

I’ve applied a handful of times in the past and feels like my resume just goes straight into the void, I’d love any tips on how to get it to a person 😊

Do brokers like Lockton and Marsh only hire established producers or are they open to newer producers?

How do you all set better boundaries? I find myself working weekends to catch up and stay on top of things and it’s not even busy season. I am burning myself out quickly and I don’t know why I just don’t stop. Can anyone relate?

How do i see my utilization?

Does anyone know what tax technology and transformation team does in EY?

What % of your gross income do you all put into savings?? I have my 401k at 6% (or whatever the min to match is) and then immediate put about 20% straight to savings. Young, but worried for future!

Don’t @ me, Lois was the protagonist of Malcolm in the middle and those children were vicious little sociopaths

After trying to make the shift from agency to in house for years, I just got offered a full-time digital marketing manager role at a tech company in the Bay Area! In researching salaries, the range seems huge in the Bay. Any advice on how to determine a reasonable number to bring to the table?

Friends - top watch for ~$5k? Looking for a dress watch that works for many scenarios

What tips/advice/wisdom do you guys have for the Series 66?

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?

Most useful thing you had to teach yourself on the job that you didn’t learn in school?

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?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

What mutual fund companies you use most

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

At what stage were you guys able to buy a house? How much did you have down and how much was the house overall?

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?

Wells Fargo merger news. What’s it mean?

Best books you read this year that aren’t about sales, marketing or prospecting?

What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Should people be fired for lack of people skills?

ML vs MS? I already have a book. Curious how management is? And what the culture is like? I hate ML. Morgan Stanley seems more polished from the interview process. Thoughts on future? Grid changes?

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

A prospective client told me that her current advisor only charges her when her accounts make money. He doesn't charge when there is a loss. How would that even work? Have you heard of this?

Lady fish, how do you handle catty women at the office? Another advisor seems out to get me for no reason-she is constantly catty toward me and every single encounter and I want to stand up for myself

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