What do you guys think about smileys in emails? Courteous or unnecessary?

DM me for referral to Mitre. Great pay and benefits and really smart coworkers. Engineering background preferred

What’s your favorite part of the M&A life cycle to work on and why? What about least favorite?

Compared to FRM, CFA is tough because it requires an enormous commitment to complete all three levels

I’m not from an English speaking country but I am watching a tv show and businessmen walk into a room and instead of greeting eachother, everyone says each person’s first name in lieu of hi, however in my experience working in the states, I haven’t seen anyone do this, it’s always hi or good afternoon or some other greeting first THEN they say their first name. is it also appropriate to omit the greeting?

“The shaft is not always welcome, but but hole always is.”

There is a partner that, without fail, calls on Fridays after 6pm anytime I am staffed with him. It’s extremely frustrating since his calls are usually non-urgent and I make it a point to check in early in the day to address anything. Any advice?

WOAH there’s a gaming bowl, super hype

Anyone here play apex? Thoughts on the latest season?

For TCS, if anyone joins as Systems Engineer Grade C1 with 3.5 years of experience, approx how much experience is needed to get promoted for IT Analyst ? And how much hike will be given?

Got any jokes?

How does everyone find their clients?

Thoughts on choosing between Katten, Bryan Cave and Polsinelli? Katten pays best, BC has lower hours requirements and seems more laid back.

Hi Fishes,

I am thinking to diverting my career towards freelancing in accounting.
For that I have to resign from my current job in Pwc. I am thinking of starting a job as accountant and work as a freelancer as part-time.

Any thoughts or advice?

15 days left for my joining but I did not received anything about onboarding, when do they send mail for this?

Any tips for a candidate who is currently in working in a bank in IT operations and interviewing for a tech company for a role they don't have technical experience at all? Moving from a BA position to another BA role but tech is completely different...

Losing motivation to keep studying for gmat and feeling burnt out at work. Send motivation!

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

Is there anyone here who understands and / or believes in cryptocurrencies like Bitcoin and Ethereum?

Was approached by somebody who needs term life insurance, but is a pretty heavy opioid user. Makes about $500k/yr. Is he SOL?

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

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

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 had to take a loan out to help out a family member w some unexpected expenses. Can I take some of my gross business income and pay any of my personal debt balances as a "loan" to myself?

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?

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.

What mutual fund companies you use most

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

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?

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

Wells Fargo merger news. What’s it mean?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Characteristics/actions of the worst manager you've worked with?