We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Is it common to need to do a mock case presentation for an entry level/early career interview?

Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

Does anyone know of a resource to understand and compare the different career agent contracts with the large mutual insurers?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

I have an interview coming up for an AE role at a cyber security company, as part of this I need to give a presentation on companies I would target and why.
Any advice on trends in cyber security at the moment or industries that are currently vulnerable and would be a good to target?

Hi guys ,

In paris if you get a salary of 83 k + 1 BHK allowance and other benefits .is a good package to live and work comfortably. Please kindly suggest me.

Thanks alot.

I’ve been having a super hard time concepting lately, especially knowing that the “concept” will mostly serve as a sticker to slap on the cover of a CVA and the top of a website. I feel like every pharma concept I’ve ever seen or created becomes so cheesy once it appears in tactics. Does anyone have any examples of HCP creative (non-DSA) that is both impactful and translates well into pharma tactics?

Looking for infrastructure manager role, having 15+ years of experience with knowledge on microsoft and dependable products. Pls help. In notice period

Hi, I got selected in S&P. Hr gave me an link to apply for some position but I am not able to do login to that link

Facing issue like user name doesn't exist in tenant s&p global.

Did anyone face the same, if yes could you please help me on that.

Give me your best Audible book you have recently listened to? Finance, Sales or non-fiction

Hi Everyone!

I am currently serving notice period. Please help me with the referral in any of the social media job opportunity your company may have.

YOE: 7 (Meta certified professional)
Location: Gurgaon

I pity those who revel in the "accomplishment" of have 100+ YTD utilization. Y'all got suckered by the firm.

This is a VERY long story. Even skipping parts will take awhile, so I'll hit the important things first. If anyone wants the whole story lmk, I really am interested to see if its me over thinking or if I had just been groomed to believe her constant lies because I wanted it to work so badly. We've been dating more or less since early 2013. She is actually 12 years older than me but never looked it. Still to this day her inboxes are flooded with men trying to hit on her or to just say "Hi

Any chance SG rental prices will be coming down soon ? I'm returning to SG after 3 years abroad and debating staying at figment or hmlet for a few months before locking down a 2 year lease.

Best way to generate leads today?

Texas FA’s when is your office re-opening?

Has anyone used Smart Asset for lead generation?

Any advice for someone in the middle of a merger?

Anyone use SmartAsset for leads? Any success?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Do we need to do anything special to accept international investors?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Average salary for a Senior Associate who’s in the process of getting their CFP?

What’s it cost to work with an attorney when leaving a firm?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.