What CRM programs do you all use? What do you like/dislike about it?

Hello Everyone, I had an interview on Friday and the interview went well. Now I'm waiting for response but I've not received any updates yet. Can I contact the HR person who had organised the interview for the update on the same?? Please guide.

Thanks in advance

How do I strategically discuss or negotiate remote work abroad in an interview or when verbally handed the offer?

I am currently interviewing a few of companies. I want to be able to travel (abroad) and work. Time zone isn't an issue, I can work at the same time zone or ensure significant time overlap.

How would you ask for remote work without setting anyone off?

Hi fishes please refer...
Looking for a Data Scientist/Analyst profile
Qualification :MCA
DOB 27 Jan 1995
YOE- 1yr (AI Product Associate) 9yr (Computer Teacher/trainer)
Skills: Data Science, Machine learning, Deep learning, SQL, python, Django, PowerBI, Tableau...
Current package: 10LPA

Does anyone use their private car to drive to work from hebbal, thanisandra or places that are 20kms away? It may be an absurd question to ask considering the Bangalore traffic, but still checking if there's anybody driving down that distance?

How does a panel interview feel like? Is there anything that I should be prepare for it? Any tips?

I NEED MORE PLANT PICS ON HERE!

I was offered a data analysis public health remote position. Director said “if you don’t hear from HR by the end of the week let me know” that was last Friday HR hasn’t contacted me and I sent the director an email letting her know. It’s Wed and still nothing. Should I email again? Thoughts?

Apparently some journals can prevent sci-hub from sharing their content now.

Do you know of a sci-hub alternative for free journal articles?

Why do recruiters seen zone your messages on Linkedin after you ask them for an opportunity to work in their company?

Kis baat ka attitude hain bhai itna ? And it happens mostly in India.

Just say NO, Sorry your skills are not a match, don't ignore. You were also candidates once.

Worse they say We'll check or get back to you. But never come back. Luckily I got selected into a tier-1 company and their Recruiter ignored me once 😂. I am gonna personally meet that recruiter on Day1.

What is everyone's favorite whiskey, and why?

Hi everyone Today is my tcs doj and I got a mail from my onboarding manager that your doj is postponed please connect with your recruiter.
What might be the reasons.

Been wrestling with treating myself to a Dewar’s 12 for an upcoming anniversary or paying the extra bit for the 15. Thoughts?

Any finance/Accounts manager job opening in chennai/Kanchipuram/Coimbatore?

Hello Members,

I've accepted the salary breakup today from TCS and HR told me they will send salary for approval and once it approve they will send me an offer letter. Generally how many days we get the offer letter and joining date after after acceptence of salary breakup ?

Is TCS IBegin portal having some issues ? I'm unable to login

Has anyone created live dashboards via Data Studio instead of Tableau? Thoughts?

Recently took up running, and looking for a light weight but warm vest to wear. Something good for temps between 30-40 degrees and can squeeze in a carry on. TIA!

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Has anyone built a Client Advisory Board?

Has anyone used Smart Asset for lead generation?

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 would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

If you maintain a prospect list for the purpose of email drips on any kind of regular basis, how often do you send out a blast, and what kind of stuff do you send?

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

What is the most expensive thing you have ever bought? How much did it cost you?

What do you or your firm do to provide first class service?

*** 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.

Did you join your firm as an experienced hire or right out of college?

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

What are some good networking clubs, organizations, or groups to get involved in?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?