What are your goals for September? Personal or professional.

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Posting as :
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Make it to October.

funny

Crazy time! 1/2 my book are teachers. I have signed up 24 new clients so far and have 40 apps waiting in DocuSign. I got 2 new charter schools to start 403Bs with me as sole provider. Just need to get through all this... no assistant!

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Lose weight

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FA1, I’ve never done a rollover for a teacher. I have a meeting next week. Do I treat it like a normal rollover?

ACAT 2 new accounts, 1 mm on Friday, the other a female executive at BC/BS I meet Monday. Working on several new clients.

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Has anyone had good experiences taking ashwagandha for daily stress?

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Need 11likes to unlock DM

Please help!
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likesmart

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

Need guidance !
Current exp: 1.2 years in manual testing in a WITCH company.
Is it better to learn automation testing now and leverage the current experience or learn MERN stack development and start development journey?
Have 6 months to learn in both the scenarios.

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Looking to switch to a pretax deduction transit benefit, anyone know if I am able to contribute to a monthly unlimited pass w/the DC Metro? What’s the procedure for linking the pass to the benefit?

Stop shaming people for leaving on time. Working overtime every nite benefits no one if you’re exhausted. It’s not a badge of honor either. Work on your time management skills.

likeupliftingsmarthelpfulfunny

I'm a fresher & will be joining Deloitte Hyderabad this Dec. How is the food in PG? How safe is Hyderabad for girls? Bus connectivity is good?

TIA

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Any PMs from JPMorgan NYC in here? I have a product day next Wednesday and curious what to expect. I know there’s a product case and want to know how to best prepare for it.

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Currently making ~$300K TC in a strategy role. Was just offered a different role (account manager) in the same company with a slight increase in base salary and a 50% TC increase if I hit sales target (even base case would be ~30% increase in TC).

Have never really considered account management / anything with a sales target, but I like money.

Thoughts? Things I should consider?

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Does anyone have recommendations for thought leaders/influencers in the M&A space? Looking for blogs, books, YouTube videos? Not currently in the space, trying to learn more as I’m thinking about a pivot after a few years in consulting/startups

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How to withdraw pf amount from hcl trust?

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What are the good midsize PR firms in NYC?

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When I was a kid, I thought being a scientist would allow me to learn about the world. I didn't realize just how much paperwork there is.

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How to put resignation in Thoughtworks?

If you’re an employee at a start up and it gets acquired/goes public do employees at the startup typically receive payment?

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Hello I have a Detention Youth Care Specialist for 4 years at the Saginaw County Juvenlie Detention Center. It’s been truly an honor to work and serve at the detention center but now with a family and want to move up in my career, I’m asking to see if there anything openings in the criminal justice system or human services in the state of Michigan area. I’m looking forward for all the help I can receive. Thank you.

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Could anyone please tell about NPS CCD(2) ? Is it paid by employer? What needs to be done in this?

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Anybody play Fortnite BR?

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Taking book recommendations :) What have you all been reading?

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If the prospects and clients were there, which city in the US would you want to live & work in?

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How do you separate work from your personal life? I struggle with being the perfect advisor to my clients and then having time to enjoy my life.

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Currently w TD Ameritrade Institutional (RIA) - manage some Brokeragelink accts @Fidelity as 3rd party. They now require you to sign a form stating you will not be compensated. Questions in comments.

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What are one to three personal attributes you pride yourself on and work constantly to maintain, improve, or acquire? I will start: (1) Confidence (2) Composure (3) Humility.

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Anyone have the CTFA designation?

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Any Fish who are also musicians?

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And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

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When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

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Has anyone heard of, or tried using, the Paladin Registry?

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Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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How do people have time to workout during the week? I work so many hours.

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Do you make your bed before work? What’s your morning routine?

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I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

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How much do y’all make - but for real

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Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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How much travel would you consider to be reasonable on a daily basis for a client?

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What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

Has anybody come up with a way to purge the words “like”and “you know” out of somebody’s speech patterns? I don’t want to be insulting, I truly want to help. It’s not a young person either

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Does anyone have any idea how well RIA employees are paid? pecifically portfolio managers and analysts who actually run the money for the "lead advisor"

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