Want to hear responses from other RIA owner/operators or IARs. Assume basic E/O is $1m limit per event and you have several big accounts ($5m+) would you raise your E/O limit? If so to what?

I got a promotion a year and 3 months ago, and got a pay raise 5 months ago. Could I still ask for a promotion to SAE if I have been supporting a team more as one? Promotions are hard to stab with.

I've done so well in this new role within the company that they are hiring another person to assist with what I do. I've voiced to my boss that I'd like to manage this department and they indicated that this is the thought for the future. Now they are asking me to train this person while I have my plate full. Is it wrong for me to expect either a promotion or to be paid to train this person?

What is the hike percentage expected with almost always feedback with promotion to senior consultant and without promotion and the bonus percentage tech consulting service line

Please help and guide ... It's urgent

I have been promised a promotion three times now, but when the time comes, I'm told I'm not there yet. Why promise something if you clearly don't want to execute it?

Any Bridge Engineers/Structural Engineers in here? I got my PE this year and have 5 YOE in TX + an MS. What sort of raise would you expect for receiving your PE working in a consulting firm? I am EOR on a number of structures in development, I manage EITs and Drafters (within projects; I'm not a supervisor), and am doing a lot in general. I'm at 78k currently, which is apparently still in the upper range of EIT salaries per a job posting in CO. I'm thinking of 15% (5% merit, 10% PE). Any ideas?

Are you eligible for a raise / progression / promotion / adjustment / bonus if you have received a written warning? Regardless of utilization or LEAD feedback

At what point does the value of a degree fall off? I'm in my early 30s, and have five years of experience, and work on a very theoretically interesting project. I believe I'm on track to promotion in the next year. So, I could put in a year of full time school to check the box off, but I'd be sacrificing hobbies and social life (not to mention cost). Is this FOMO or is there real opportunity here?

As a third year experienced associate, I am up for promotion this year. I know for a fact that all the managers and directors whom I have worked with are very supportive of my promotion. I had perfect snapshots with performance differentiators. But my utilization and over time has been lower than the required metric. It was around ~82% and only ~150 hrs of over time. Should I still be hoping for the promotion or should I start looking out for better opportunities?

What’s the best online course to raise GMAT Verbal score? Have ~2 months until test date and am currently scoring 36.

I have got an offer from Deloitte for 14LPA as a consultant. But my current organisation is trying to retain me by giving me a raise and promoting me to SSE with 11 LPA they have also promised to give me more interesting work according to my will. For now I have said yes to my current organisation. What should I do? Was this a correct decision?

What is the expected date for Promotion news in GDS Knowledge?

I was expecting an in-band promotion this year but I didn't get it. How can I raise this to the leaders?

Hi , I have 3.6 YOE and have been offered software engineer role in Oracle India Private Limited(IDC).

Apart from hikes how is the promotion policy in oracle. Can I expect as senior software engineer role after 2 years atleast?

Offered CTC: 18LPA

@oracle

Every employees at TD just got a 3% off cycle raise to combat inflation. Comes into effect July 1st.

Have other companies done similar? Obviously doesn't fully offset inflation but I'm glad to see the bank addressing the issue.

I worry public officials (teachers, nurses etc.) Won't be so lucky

What is the average hike provided in Reliance Jio for an employee who is already at market standard and at Manager position. Consider he rated top in a fiscal year with no promotion? Please consider 4 year average while answering if possible.

Looking for some guidance/ input regarding salaries...
What's a good general range for a promotion to Marketing Manager who would be overseeing all national (USA) marketing for a Global company?

In-house, 4 brands, based out of our LA office.

Thanks!

Do you regret accepting an early promotion?

Deloitte 🌈🐠 - raise your hand if you are going to DU this week!

Started recently in February and ended up on clients I don’t love/understand. I know for a fact I want to change at least one account. How do I go about asking HR this? When would be an optimal time?

Therapist says I am depressed. But I don’t feel sadness. I feel completely apathetic. I find myself caring less and less every day. I don’t know what to do about it.

Best books on leadership and sales skills?

I have approx. $1M inherited wealth and looking for some investment ideas for easy liquidation options. Ideas ?

Any ideas on what one can do to help those affected / in need right now outside of donating?

Any use cases in Pharma safety case process automation ?

How is the projects currently going on in
Deloitte USI.
Do they have ample of RPA project with Ai/Ml or
In IDP( ABBYY) space?

Let’s hear some good news! Share your biggest wins so far this week!

How common is it to have an investor in your company also be a customer? As a company should you bend backwards to accept a requirement that serves only the investor and no one else in your customer base?

Is anyone really on the fence about who they are going to vote for? Honestly why waste money on campaigning at this point, there is a very clear divide that won’t be persuaded by adds/debates/rallies

Deciding between PWC Core Assurance or KPMG Internal Audit for associate role. Would love to hear from people here about what is best.

Looking to exchange with former Kearney folks who know Operations/Procurement the Kearney way and can give insight how BCG Operations/Procurement work compare. Type of work, clients, impact, pressure to deliver / level of contingent deals linked to savings delivered.

What is everyone using for labs in the distance learning mode?

Anyone have a ballpark range on dataiku price per seat or however they price? It looks like an interesting product.

Does anyone have Python style guidelines that they like and can share?

Hi everyone, really sorry to hear about the recent layoffs. I would be happy to refer to KPMG—please DM me if you’re interested.

Any good resource that are related to financial data and a company going public?

Class A or B office space? As a relatively new RIA and financial advisor, should I go with class A office space or class B? I know appearances are important, but did office space make a difference?

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

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

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

Who’s working away from home remotely? What’s your setup?

I just graduated college a few weeks ago and began my first full time job. I received essentially no training and am feeling super overwhelmed. I don’t want to come across as helpless to my boss

If money wasn't an issue, but you had to pick a career or job, what would you be doing right now?

Fam - need some uplifting. Has anyone done something that was so publicly embarrassing at work that you felt it was a career ruiner? How did you recover?

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.

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

Thank you so much.

What’s the most bizarre way you’ve seen someone try to (or succeed in) landing a client?

Completely psyched myself out in an interview. How do I recover? I just got so nervous

Has anyone had success with FB ads? What topics work best?

I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

The film industry bringing in 5k american dollars in the US is making me laugh so hard. Idk why I just can't believe it LMAO

Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

Getting an email saying "variable compensation" may be affected makes me feel like a vampire in a silver mine.

Anyone else bring home a lot of stress/anger after a long week? Negative impact on my home life, any advice?

*** 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.