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

Would you rather have 5x amex MR points or 3x chase UR points for each dollar spent on flights? Why? Company let's me book flights on personal cards and trying to decide which to choose.

Hiii!!! Our start up is looking to do a company fun retreat / party. 4 days / 3 nights either in the US or all inclusive resort. For about 50 to 60 people - any ideas? Or companies that assist with booking / planning?

How do upgrades to nicer rooms work for Marriott?

Has anyone taken a stealth vacation (i.e. went on a trip but didn’t officially take time off)? Did it work out?

Have a DELTA companion certificate that is expiring Jan 31, 2023. Fully transferable. Planned to use it in Dec for Christmas but can no longer travel. DM if interested, thank you.

I have been searching for a travel card for months. I am a young guy who is looking to take advantage of credit and earn points at the same time. Cap One just released an interesting new premium travel card with a lot of seemingly good perks (Venture X). I also looked at the CSP and the Southwest Priority card. My girlfriends family has Southwest and swear by it, with companion pass being the differentiator. I am in the DMV area and have mostly flown Jet Blue or Southwest. Any thoughts on this?

Is it worth the rent to stay in west village socially? Or just stay in exchange place in jersey and commute to midtown?

Travelling to NYC in November for the first time and there's a reasonably priced airbnb in Central Harlem. Is that a safe area for 4 females to roam around late at night? I also read on Reddit that short term rentals in NYC are illegal...? Is that true? Should I avoid Airbnbs?

Anyone stay at the Ritz-Carleton in D.C.? I’ve never stayed at a Ritz location so I’m curious to hear what to expect. Will be in D.C. for a conference so my firm is covering the trip.

Getting a bit stir crazy. Any recommendations for a 4-5 day relaxing trip within driving distance?

Have an amount of Marriott points I would would like to use to buy United miles.

Any advice on carrying out this transaction?

Anyone looking to get southwest pass through chase premier and plus?

Is it a red flag when a recruiter talks about unrealistic benefits like getting a chance to fly to another state just to visit the client HQ all expense-free? Or is it really a thing? Let me know if you have experience like this.

What are some perks of the Ritz?? I’m staying here for the next few weeks but I don’t get the hype

Anyone ever stayed at Westin Tokyo? Is the concierge lounge any good?

26th Sept - Advisory Odyssey
Question to Leadership of PwC India - Do you think people would visit a hotel(4-6 PM) just for high tea?
No Lunch, No Gifts?
Why have you even wasted money in booking the hotel, just for high tea? Do you think, people would care about the townhall & go?, if you just give high tea?
Seriously man! I don't even know, why PwC is even coming under Big4! Shame!!

NYE in NYC and not trying to do Times Square or get crazy smashed. Doing the trip with my SO. Any suggestions?

Desi brothers and sisters, looking for good resort recommendations to take my mom and dad to over the holidays , based out of bangalore and will be traveling to india with just my daughter

Anyone been to bluebird cafe in Nashville? Worth the hype? I’ve done the honky tonks on a prior trip and looking for something new to check out

Anyone work or has worked at MGO?

What do you think about Vice President who forgets what’s discussed in the last meeting and have to start the business story from the scratch again? Attending a meeting unprepared every time. I don’t know where he uses his brain for. So uninspiring.

Any Accenture and slalom fish know what I can expect coming into either with 4 yrs of experience into the salesforce practice?

Had two rounds of interviews for an in house role and really like the company/job. I followed up Friday regarding next steps and was told they are still interviewing and should be wrapping up soon. Advice on how to stay calm? I want the position and need to know if there’s a way to speed up the process.

I have one pro bono case that I kept when I left my firm to go in house. It’s a matter completely unrelated to my company and I have malpractice insurance through the nonprofit organization associated with the case. I’ve made clear to my client that I’m repping this client in my personal capacity. No one has asked me specifically about pro bono stuff at my company - if I know there’s no conflict of interest, is this something I should disclose? To whom should I disclose this?

I would like to take this time to sincerely apologize for calling people in there 30s old, I finally turned 30 and we are young af, unlike the old geezers in their 40s

Honest answers only: what got you interested in this industry? Do you enjoy your work?

Tips for 6-month eval? Originally hired at 35K as assistant and was told if I performed well, I could expect to make 50K after a year. After one week, the operations manager resigned and I took over as a trial. Officially am operations manager, but no title (only verbal) and no raise. Owner likes benefits over big pay raises. Thinking about asking for 46K, new cellphone and official title change. I'm expecting some negotiating, which I've never done. 24F, AA Bus Admin, and overall good employee

Who is your preferred CA L&E mediator? Preferably defense-side, but anyone who in your experience plaintiff’s attorneys will agree to

How much do mid-level sales people do in SaaS? (Base Salary and commission structure)

Anyone happen to be familiar with the 5300 Glencoe Park neighborhood/properties? Like it’s location to DT (job) but also want to make sure it’s good for my soon to be grade school kids.

Red red red

Hi fishes,
What is the Average annual hike in amex?

Anyone at Microsoft? My dream is to work for Xbox. Would love for some guidance. 🖤

Sold 10% of my ETH @$2,500 to pull out my initial cap investment - so tempted to throw it into btc on this dip. Should I pull the trigger at $50k or wait for $47k?

Any entrepreneurs here had angel investors actually invest in your company? If so, how did you find them and how did it go?

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?

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 familiar with the payout structure at PNC Financial?

Doing a Q&A session presentation with a Pimco wholesaler for clients. Having it at a local brewery and calling it Brews and Bonds. Any ideas for questions and talking points?

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

Best books you read this year that aren’t about sales, marketing or prospecting?

Best technology to use that LPL has?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

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....

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?

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

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

Who here has an account minimum? Ours is $100k unless it’s a child of an existing client .

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

Anyone ever feel like having a career in consulting is effectively sacrificing the best parts of your life, or what could be the best parts of your life?

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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