What do you do if a client is out of state but wants a referral for a CPA, estate planning attorney, etc? I asked my local contacts but they are not licensed in the other state.

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You need to develop contacts in the states where you do business-only problem is you may not get any referrals back from them

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I don’t have anyone in my Office. Im solo. You all are my colleagues 😬. The clients would like a referral sooner rather than later so just trying to figure out how to proceed, research, etc

Unless you are working with public companies, you don’t need a CPA. You just need an Enrolled Agent. The EA I work with and refer clients to for tax work takes clients in all 50 states. Let me know if you want her info

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Indiana. What state are you looking for an attorney for?

if you have a bd, call a local advisor there for a contact

otherwise, name the city and state and perhaps a local fish can help

I’m looking in Tulsa Ok And Oklahoma City OK

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Meta is hiring across the board. Send me a DM if you are interested in one or multiple roles and feel prepared to interview soon!

likehelpfulsmart

Anyone else find that most companies hiring a PM, don’t actually know what a PM’s role/responsibilities are?

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If any seniors or managers are looking for a referral and would consider CohnReznick, please DM me. Happy to help you get an offer and elaborate more via DM.

funny

Openings in Accenture India for all SAP and non-sap skills set. Min exp required 2.5 yrs. If you are interested and have not applied in last 6 months can DM me for refferals. Accenture Tata Consultancy Deloitte EY ZS Associates Capgemini Infosys

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Given the outbreak, are places actually going to be hiring right now? Recently laid off from 9-5 and my freelance is starting to fizzle.

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Looking for a solid, not overly complicated proofing platform that internal creative reviews and also client reviews can be executed in. ProoHQ is to robust for our current needs. Pastel is great for web but need it for pdf/brochures, print, digital banners/content, and video would be a plus. Any recos are greatly appreciated!

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Openings at VMware interested please DM

Post Photo
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How to respond to the “why are you looking to switch careers?” Question. Have a background as a mfg engr but have an interview for a software QA position . I applied because the company culture and benefits are hard to beat. software QA was the closest position I qualify for.

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Hi fishes,

This annual appraisal I have got a good % of appraisal increment on my salary but I was not promoted to a senior developer (although I have been mentoring a junior dev in my team and been part of building the project by implementing new technologies and tweaks) and my total YoE is 3.5+ years. What could be the reasons? What should I do now?

Thanks in advance!!

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Hi Fishes,

Is there a way to know your client or atleast the industry before joining IBM? I'm from supply chain domain and I have one more offer. HR isn't revealing this information.

What are the best consulting firms for PE and VC exit, please include boutiques not just obvious ones

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Are health/pharma agencies hiring??

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Anybody in Frankfurt Germany hiring non German speakers?

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Hi All, i am in need of referral in Capgemini YOE - 2
Skill - Java, Springboot, Microservices, MySQL Thanks 😊 Capgemini

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Hi Team,

How much salary I can expect for Solution Architect role in top tier companies of Netherlands and Germany location.

I have 12 years of experience.

Is there anyone from Chubb, Toronto in this group, I would like get a referral.

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I am a Business Analyst. I have 10 years of working experience in India. In May 2022 I will complete MSc Business Analytics from Maynooth university.
In the past I have lead a team of analyst performing multiple activities like sales analytics, web analytics on Google analytics, I have also worked as a scrum master in certain projects
I have worked with tools like tableau, power BI and now alteryx any suggestions for the job role I should look forward to?

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More Posts

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I’ve been in a relationship now for two years. We are living together. We talk about the future etc. I could easily see myself marrying her. However, I have an issue… cont

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Hi Fishes,

I recently got an offer for Cyber security advisory at
PwC India . They gave a 20% hike on the current amount. Thing is that l, the technical interview told me that it is not a software/coding type of position and asked me multiple times if I was interested to do that. Is that a red flag?

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I am a Sales Support Engineer (Applications Engineer) with 2 YOE. I am thinking about making a change because my job is no longer challenging, and there isn’t much growth opportunity in my company. I love my team, but I feel like I may need to move on. I am at 70k a year and have been told time and time again that I have learned faster than anyone they have seen and am a top performer. I don’t feel like I am being compensated for that either. Any suggestions on companies and target salaries?

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How’s the on-site opportunities in Synechron Inc. Citi account? Can anyone please shed light for this topic?
Replies are highly appreciated.

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Hi folks, I have an offer from one of the well known startups for performance marketing role with almost 50% hike should I consider it or not. My details include 3.5 years of experience in paid media role, currently working as a Sr Executive for Paid Search also my current package is 6.6 Lpa. One of the major reasons for switch is because the current work is corely focused on execution based tasks and very less on strategy and optimisations. #paidmedia#ppc @groupm @dentsu @publicis @accenture

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What industries is the CFE certification used for? How does it compare to CPA in the length of the material and difficulty? Do most firms pay for It?

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Looking to get into health policy analysis or healthcare consulting in the UK or EU. I have 3 YOE in clinical practice as a dental surgeon and programme analyst, as well as a master's in healthcare management. I have applied for so many entry-level positions but have gotten so many rejections, I've lost count. Please, does anyone have any helpful leads? It gets really exhausting

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What’s the best site to put your condo on rent other than Kijiji & MLS?

Ever get so bored that it feels exhausting to do work, even a simple task?

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Long weekend to Nashville. Any tips and must-sees?

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I'm getting interviewed by Microsoft Azure Network team for SDE2.
What salary can I expect for L60 and L62?
My current CTC is 29LPA with 7 Yrs of Experience

Any idea about Background verification takes how many days after joining in ibm? After it gets done successfully, will we get mail?

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How is job security in BNY Mellon | Pershing Technology department?
It's very scary to here abot lot's of layoffs in other companies these days.
......
#Layoffs #firing #Job #Termination

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Can anyone help me with the tax deduction for the salary of 60 k in Netherlands?

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Trying to figure out how best to ask for a raise. Wondering if any nurse practitioners or physician associates would be willing to share their salary for various hospital positions along with their length of experience? Thank you!

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This job is not for women with kids unless you go on some sort of reduced schedule or stay up super late most nights after the kids are asleep. This is so impossible!! 😖 just needed to vent somewhere

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The best salads out there is made with simple ingredients:

- olive oil
- lemon
- salt

Sales is exactly the same.

The best sales calls out there is made with simple ingredients:

- questions
- storytelling
- tonality

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I received a call from Infosys after 20 days of interview for offer discussion, I was ok with the offer , HR said she will get back, what can I expect next?

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Additional Posts in Financial Advisors

do you guys ever feel like you're just going through the motions? gym. work. dinner. sleep. what are your exciting hobbies/after work activities?

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Trying to gauge what everyone is giving to their sales assistant for the holidays?

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When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

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*** 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.

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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. 🤦‍♂️🔫🤢

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

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One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

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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.

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

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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.

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Lady fish, how do you handle catty women at the office? Another advisor seems out to get me for no reason-she is constantly catty toward me and every single encounter and I want to stand up for myself

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What mutual fund companies you use most

likesmart

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

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Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

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Best non-fiction book you have read?

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Best book recommendations for inspiration and self improvement?

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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?

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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?

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I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

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