Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.

I’m a 40-year-old agent and it feels like it’s now or never for following my passion. Does a newbie to film at my age have any chance of breaking into the industry?

My wife is a Software engineer - QA with 2 Yoe, now we are thinking to move to Canada, can someone please guide us on which 2 year course can she pick (for student visa), is data science related course a wise decision? Or how to find a QA related PG program.
Preferably in Victoria, British Columbia

Looking to get into privacy law at a Fortune 100. Have a JD/MBA and working in the healthcare area for the past 10 years. Any tips on how to break in.

What are the differences between digital marketing (paid social and search) and product marketing? thinking I want to pivot to the latter but am not sure what skills are different.

Has anybody had success pivoting off the bench into a non-managerial role?

What are some strategies to use in guided reading groups to reallly break kids out of RB and into Level A and beyond?

If we join at P4, how much experience is required to get promoted to P5 ??

What's the career ladder for associate data analyst or business analyst at Novo Nordisk ?

Hi all, what is the promotion after Senior Analyst in HSBC? Will one be promoted to Manager? And how much time does it takes to get promoted?

Are any American consultants working in the middle east? Currently, trying to make the transition myself! Grew up in America, but my whole families from the middle east, so I want to do it for a couple of years.

How would I go about this process? Should I join a firm first, then make the transition?

Art Director.
Sr. Art Director.
Art Supervisor.
Group Art Supervisor.
VP, Group Art Supervisor.
VP, Associate Creative Director.
VP, Creative Director.
SVP, Creative Director.
SVP, Group Creative Director.
EVP, Group Creative Director.
EVP, Executive Creative Director.

Seriously: why so many levels? Sounds like a lot of BS… basically should be: Art Director, Creative Director, CCO. Agree?

How hard is the path from lit to GC?

5+ years of full-time job as developer and still waiting to reverse a LinkedList at work.

Since there is a heavy impetus on solving Tree, LinkedList, and Graph problems for tech interviews, it can naturally make freshers believe that these concepts will be used in day-to-day life at work. In reality, most of these DSA concepts are already implemented in some libraries our code uses and we rarely have to code such Algorithms by hand.

Problem solving skill >>> DSA
What's say?

Hi all,

Need some suggestions as to how can I learn .net core and azure quickly .

Please suggest something!

Left IBD to quickly - VP1 opps?

Long story short - was lured into an opportunity to do BD for a large PE PortCo… better work/life balance, but honestly miss the deal cycle.

Anyone know of open VP1 opps right now?

Quick background - former MM banker (think Raymond James, Piper Sandler size) doing FinTech and Asset Management within FIG, but also open to other sectors.

Thanks!

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

Looking to pivot out of a top pharma marketing/ad agency and into consulting. Ultimately want to leverage both experiences to move client side or to a healthcare start up.

What are the best firms for this type of transition and why?

I’m curious about the enlisted versus officer ratio as well...here’s a way to better survey the group. “Like” your respective group below.

Is taking the bus to work as convenient as taking the tube? Thinking of getting a place that by bus has a lesser commute than train but worried about traffic, frequency, etc. of the bus. Basically 20 mins bus vs 27 mins tube? Thanks!

If we join at P4, how much experience is required to get promoted to P5 ??

Best way to lookup a value with multiple criteria across rows and Columns, for 3 criteria I usually do sum product. Any other tips?

Anyone on here actually in healthcare?

I got the job. That is all.

Looking for an entry-level data analyst position in the DC area. Have a BA in economics & certification in Computer Science. Also 3 years of professional work experience as a full time marketing manager which I performed while attending school full time. I’m a self-starter and extremely driven. I also have a passion for data and statistics, and plan on pursuing my MS in data science within the next year. Please let me know if you know of any positions! Thank you.

Hey Guys, What's up? Is Altimetrik is good enough to stay for long time? Joined sometime back still unaware of real truth. how they will behave when we will go through bench??

Hi fishes, how many days will it take for wipro to release fnf settlement from last working day??

What's the career ladder for associate data analyst or business analyst at Novo Nordisk ?

Has anyone made the jump to work as a
fund accountant? Need some info (is
there a busy season, what are the hours
like, workload?) any info would be
greatly appreciated. Thank you

Cognizant Sharks
What is this metaphosis event.
I have not join cognizant yet ;though I have accepted the offer letter. Doj 29 nov 2021
Not sure on Cognizant that I will join. I am waiting for better offer to be released.
Any inputs or guidance.

Thoughts on EXPR?

Any M 40+ in Nairobi? The apps here are not it!

Is a person who is promoted to Manager in September eligible for L1-A visa in October, if he or she has worked for little more than a year in another country?

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.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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

Thank you so much.

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

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

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

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?

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

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

What’s your definition of good work ethic? How important is it to you?

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

Hey fish: what are some of your favorite business/self-help books?

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

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

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?

*** 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.

I just finished the book I was reading. What should I read next?