What are everyone’s 5 year goals?

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

Anyone knows about the base for chase PCA?

Took 10mg Adderall xr at 1230 today and fall asleep at 5pm. Is this normal?

Hi is there any Bonus for senior consultant 2 in Capco ?

Since it's anonymous here can the Trump supporters enlighten me and share why and what they're thinking when they voted for Trump?

Hey, where are you from and how are you doing?

[SERIOUS] Trump supporters, what does American “greatness” look like to you? Specifically, when POTUS says he wants to MAGA, what does “again” look like?

Favorite quotes from Office Space? And go!

Any place in the chicagoland area to get soup dumplings that compare to Joe’s Ginger/ Joes Shanghai in NY, i’ve tried Ming Kee and Qing Xiang Yuan. they aren’t even close

Who is the main contact for Ogilvy recruiting?

Hello Fishes,

Can anyone please guide me if switching from SAP HCM to workday is a better career path? Has anyone done that?

Any associates or seniors wanna watch the Astros game somewhere?

What sales/revenue targets are there for BDM or senior manager in Big 4? Per month/quarter/annum? Please share both given target and achieved also?

Offer evaluation

Major healthcare player
Director Analytics
Base: 240
Bonus: 48k target (can be higher based on perf)
Equity: 40k annual
Sign on: 75k

MBB, 10 yoe

Side note: super interesting role for me. See it as the future skill set to covet (corp strategy is a little played out)

Female 🐠ers! What type of tights to y'all wear that are indestructible. Bought new ones and it already has a hole!

Does anyone own an investment property outside of the state you live in? Want to buy a house in a college town a couple states away but don't know if it will be too difficult to manage. Thoughts?

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

Looking to revamp my marketing strategy, what are some out of the box ways you've advertised?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Finally went to sleep doctor for initial screening. One of his questions was “Do you wake up feeling refreshed?” I laughed out loud

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

How many of you make a side hustle more than your monthly pay check ?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

Anyone use Hubly and know what it costs?

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

I've received a feedback of being too honest, and too personable which could potentially damage my work reputation (haven't yet). It made me feel personally attacked. Is this a real thing?

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?

Should people be fired for lack of people skills?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?