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hello fishes,
need some advice.
my current ctc is 16 with 5.6 years of experience. I was a contract hire and parent company wants to hire me.
company is service based company.
my current title is senior analyst but they want to make me manager.
they are skipping tech lead and team lead positions.
they are ready to change 5 days working from earlier 6 days working.
they are asking me my expectations.
we are on client location and there is no one above us. Also team is not technically sound.FSS
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Any tips on refinancing student loans?
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Is it me or did they just scrap the DOL law?
What is your go to watch in the office?
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Whatever it takes to get their money.
And depends on how much of it they have. For 1mm+, I do whatever they need. Help them set up auto-bill pay, lease vs. buy, estate planning, colon cleansing, etc. For 250k (and no expectation of significant additions), investment management only.
Client decides this; they define my role. However, if they want the full nine yards, then they have to be an active participant as well. Most of my clients don't want to actively participate and they simply get investment management."
^ I do that for 50k and up!
Advisors role is to keep the client on track and on task with their future goals.
Educate them w/ critical information, so their decision is an easy one. Treat them the way you'd want to be treated, if the roles were reversed.