What content providers are my fellow Indy's using? Looking for things to pat across social media and articles and videos to use on our web site.

like
Posting as :
works at
You are currently posting as works at

Forefield/broadridge

Related Posts

Will we ever learn if our application was Denied because BAL made a mistake?

like

Hello,

I’ll be done with my masters in Medical Biotechnology in December and have done my bachelors in pharmaceutical sciences.

I am thinking of looking for jobs but I am kind of confused. I don’t know what roles or positions to look up for. Any help will be appreciated.

Location: Canada

Is it just me or Marriott is actively trying to kill the SPG brand. Have been trying to reach SPG platinum customer service line - 3 attempts so far, each lasting 30 mins, no success yet.

like

Does anyone know where on the United website where I can see all my future PQMs, PQDs, and PQSs for the rest of the year?

like

1040 help.. if I own two homes and loan amounts add up to over 750k, and mortgage interest deduction is limited, can I choose to report only one mortgage (and ignore the other 1098)? Using turbo tax but numbers are not making sense to me.. we bought a new home near end of 2021

likehelpful

I tried so hard today to finish all my errands and read and even worked out. And I'm taking medication and keeping my diet healthy. But today I realized I don't have anyone to talk to anymore when this image of me hanging keep popping up in my head. I couldn't even tell my psychiatrist. I'm searching for places that can handle my weight. I even cried full on which has not been happening since I started taking medication for depression. Is this anxiety? Or my brain is just ready let go finally.

like

In what sort of situations would one be conflicted out of lateraling to a firm after reviving an offer? I.e., how do conflict checks work?

likehelpful

What is a good spot in Atl to propose? Any fine dine restaurant or maybe a point with a good city skyline view (except for that PCM rooftop)?

like

What are the safest areas to live in Atlanta, where you would want to be as a twenty-something? Like fun things to do, can walk to things maybe. Any thoughts?

like

Looking to rent a 2bd2br in/by West Midtown or Buckhead. Any recommendations?

like

How much would orange theory cost if you went 2-3x each week?

like

Best neighborhoods for trick or treating tonight??

I’m around 21 weeks and have been dealing with a lot of leg, tailbone, back, and general muscle pain. Since I do work long hours Monday- Wednesday (10hr +) I’m trying find a comfortable chair to switch to. Any recommendations? Currently I’m switching every hour or so between my kneeling chair and standing.

“Experienced Hire” with 7 years of advisory technology consulting. Possibly looking to switch firms. Have no idea if I’m in the range, over or under market level on comp. What’s a good going rate for base plus bonus range? Currently 150k base with about 25 in bonus, but the bonus has accelerators which puts me closer to 180/190 in total comp.

like

What is the leaves structure of tcs for experienced professionals

like

What’s the current salary for an entry level US TECH in GA

like

I have cleared 3 rounds with Deloitte for PMO Role, have an upcoming final Partner Round, any idea what that is?

like

Our district is so lax on the students this year. With tech issues and distance learning days, we’ve gone from accommodating to enabling real quick. No penalties for late work, taking excuses for attendance, lower academic and behavioral standards... We were beginning to make so much progress on transforming our school culture, but this year is erasing that and then some. Is anyone else concerned about how to raise the expectations and students’ self-discipline back to pre-enabling levels?

likesmart

Hi fishes,

Could you please let me know what is the starting Salary of AWS SAA profile.

like

Additional Posts in Financial Advisors

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

like

Wells Fargo merger news. What’s it mean?

likehelpful

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

like

*** 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.

like

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

likesmart

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

like

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

like

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

like

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

like

What are some talents/hidden hobbies most of your coworkers don't know about?

like

Is the CFA worth the depressing 3+ years of studying?

like

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

like

If you were in front of a prospect and you had to explain the benefit to THEM with dealing with an advisor at an Indy firm vs a wire what would you say.

like

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

like

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

like

I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.

like

At what stage were you guys able to buy a house? How much did you have down and how much was the house overall?

like

How old were you when you bought your first house?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal