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...

If you had to guess when oncycle will be, what would you say? I’ve heard funds were disappointed by participation rates and quality last time, so I’m curious to see if they can show enough discipline to wait this year.

Curious, does anyone have perspective to share about CloudGaia? Good, bad, something else, etc?

Has schneider electric ghosted anyone after taking all the rounds and document submissions or I am the only one?@schneider electric

Hey fishers, I'm looking for a job change. I have close to 10 years of experience in Google Ads Marketing (PPC)

Please let me know if there are any openings for the same.

Thank you

Finalised my car sale at Carvana. Had indicated that my car is in a good condition with minor cosmetic defects. Today someone has scratched the back of my car with what looks like a Key scratch. Will the evaluator decrease the price or refuse the sale on inspection? Has anyone had an experience with selling with Carvana? Thanks!

If you had 30 minutes to look at a CIM what would you look for?

Hi.. Good day.

Can anyone help list out the variable pay components and bonus in Legato for claims associate?

Thanks in advance.

What should your realization rate be as a first year? I have not gotten any negative feedback but my realization rate seems...bad

I wonder, why everyone is not applying for FAANG and they’re happy with startups or other companies? (Not talking about who are not able to clear the interviews )

QBurst is hiring data scientists with 3- 6 YOE. Deep Learning, TensorFlow, PyTorch, ScikitLearn, NLP preferred. WLB is awesome, appraisals happen twice a year and permanent wfh option is there.
DM me for referral. Happy to help :)

Anyone here wash out of biglaw before making it a full year? How’d it work out/where’d you end up? I’m almost six months in and I’m starting to think I’m just not built for this.

I’m a first year. Getting a heavy case load - general liability, med mal, FELA, and products. I don’t really know how to organize my outlook email inbox. Any suggestions on where to start would be great. I’ve struggled with being organized in the past and obviously looking to improve in this respect. Thanks.

Can someone suggest good material for full stack web developer and any platform to learn and get good real life experience

Any regrets going into advisory?? Which group is the best interns of interesting work?

How do you write a good script? Where do you start?

How do you shave/trim your beard without dropping the hair in the sink or on the floor? 🙏

What are some other options after leaving big4 international tax? I’m not sure I want to stay in this field but also don’t know what other options are available.

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?

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!

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

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

Anyone use SmartAsset for leads? Any success?

Any advice for someone in the middle of a merger?

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

Best way to generate leads today?

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

Has anyone used Smart Asset for lead generation?

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?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

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

What is your experience with The Bill Good Marketing system?

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

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.

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.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?