What do you tell people when they ask you what you do? Anyone have a solid script out there that they think is unique?

I need a mentor to guide me for a job role in MBB. I have 5 YOE (4.5 years in Manufacturing & Automation 6 months in SaaS) any volunteers?

Anyone else fantasizing of quitting right before busy season?

Do you have any resources you recommend to learn more about paid media in general?

I had no income in India and was in US the entire year. Do I need to file IT return with 0 income?

Is flipping houses worthwhile? I like decorating and renovating, so I'm thinking that maybe I could go into this and try my luck.

How do you deal with people who throw you under the bus because they’re the ones who are incompetent?

How do you deal with ambiguous feedback?

I have accepted an offer.

My “future boss” will go on maternity leave within 30 days of me joining the new company.

How can I make it easier for myself and worthwhile for my boss to trust me while she is gone?

Any tips will be highly appreciated.

Past tc 190
New Tc 273
Non tech
10 yoe ( not all in finance)
New York

Anyone who joined after March’22 who got the VPB letter?

What social media platforms are you using? General age would be helpful too.

I'm going to sleep. Good night, everyone!

Thankful that we have a wonderful world leader that is helping us find a potential vaccine!

I feel so guilty for not always modeling good health. Anybody else feel that way?

Not as relevant now, but how do I get over the feeling of not fitting in at the gym? I am overweight and only see really fit people all around me, so it’s nerve-wrecking and I’m super conscious!

Is it true that most personal trainers at commercial gyms aren’t great? Or is that a misconception? I’ve heard this from a few people and I’ve also had a couple bad experiences.

FWIW, I’m about to join a gym (either chelsea piers fitness or crunch fitness) and looking to get a PT to improve my form, provide a meal plan, and set a routine.

Is the only way to find out your case tracking number through the physical receipt notice?

(1) What are your experiences with Regeneron? Burn and churn culture or reasonable people you would work with long term? (2) what BC/TC would you target for AD within global development?

Any agencies in Amsterdam hiring?

Is citi calling employees to work from office or employees are working from home

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

It seems like the whole industry wants to buy a book but no one is selling, any ideas on how to in front of people who truly want to sell?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

I have a client who is finishing up his neurosurgery residency. He is my first Dr client and I’m new so I know this could be huge for me. looking for some advice on 2 items in the comments! Thank you

Let's talk comp. If you brought in 1000$ in GDC, what would your payout be on that, and which firm are you at?

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?

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

Anyone working at Barclays Wealth Management in the UK?

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

Anyone in SoCal?

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?

Hey fish: what are some of your favorite business/self-help books?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Prospect has postponed 3 meetings already with me... time to drop them?

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 with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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

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