{ "media_type": "text", "post_content": "What firms would you consider underrated in your opinion?", "post_id": "5c1bada8121f311a42bf6d9d", "reply_count": 4, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

What firms would you consider underrated in your opinion?

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OPY seems interesting

likeuplifting

NY Life!

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Janney Montgomery Scott

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Primerca

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Additional Posts in Financial Advisors

Hi, I work two jobs, one is a medical office assistant to a surgeon. He pays me privately and I am trying to figure out how much a medical office assistant should be making in Canada. Thanks!

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Does anyone have recommendations for books that give great insight into Treasury & balance sheet management roles?

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what are upcoming bcg associate start dates in NAMR?

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If you are P3(Specialist) at LTI, what is your CTC? Larsen & Toubro Infotech

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Anyone skipped sippy cup and went straight to an open cup? How do you contain the mess (if that’s even possible)?

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Hi fishes,
Anybody from pharma background, hit like coz all I can see is techies active on the fishbowl

Please respond Pharmafishes🥳🥳

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Hi

I am backend operation manager. How much should I get .

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Ad creatives, what's the etiquette on reneging on a preliminary offer to extend a contract? I've been freelancing with a consultancy for a few months and they're trying to get me to extend. I've said I'm open to it, but I'm really waiting to hear back from an agency (less pay but potentially book-worthy work). If I haven't signed the paperwork, is there anything wrong with backing out?

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Is it inappropriate to start a job and just after starting it, walk away because another opportunity came to fruition?

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In the TWW after my second frozen transfer and I cannot focus on work at all. I’m going nuts with anxiety and preemptive depression (I feel convinced it will fail again). How do people survive firm life during this process?!

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please help. need your help guys.

This is my first time I am switching my job and HR know that I have only one offer which is their's offer. She is insisting me for for buyout and telling me that the date of joining would be in the first week of September. I checked on site and hiring is still up for that process and candidates are being interviewed. I am bit nervous. I want to serve notice period just to be safer side. Can someone tell me how to deal with that HR and how to tacle the situatio

Uber drivers would make excellent consultants with how well any can bullshit their way through conversations!

Post Photo
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Anyone feel awkward about the money they make? I don’t boast and most of my friends don’t even know what I do. Just bought a new house and the reaction is really uncomfortable when ppl come over...

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Folks, can a person work for a Canadian firm (has a Canadian PR) while based out of the US and on a H4 visa? I read conflicting things online and hence my question.

likefunny

Does anyone else think referring to people as resources is wrong?

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Hi..Is there anyone who is working in Advatix or has previously worked with this company? If so, then please comment here.. I got an offer letter from this company. I am not sure about the job security and work culture of this company. can someone please tell me?

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The company I work for is having a hard time finding benefits account managers in the Houston area. If anyone is looking for a good company to work for please send me a shout.

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Any part time MBA grads here up for a quick chat? (I’m looking at Booth/Kellogg)

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Being a Man, suppose you're meeting some lady/girl for the first time for lunch or dinner or some casual meet-up in cafe. There are two scenarios:
1. There is no chance of getting into relationship and just meeting for catch-up as friends.
2. She is not my girlfriend yet. But In future things go well, there might be chances of getting into relationship.

Who should pay the bills in both the scenerios? What are the things to keep in mind so that it doesn't leave bad impression? Opinions please.

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Just got an upgrade on my fight from ORD to SFO as United Gold. That never happens!

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Additional Posts (overall)

Had a couple walk in and being all of our requisite info etc. Worked through their financial plan and in the budget discovery phase found two things. I need help with how to fix it.
(continued below)

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Ugh just got back from vacation and having extreme post-vacation blues. Any tips to help ease the pain?

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Out of curiousity, how many people are friends with others in our industry?

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Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

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

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I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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Do you think it is helpful to have a flirty persona in the workplace esp. if you work with mostly male superiors? i feel like my un-flirty very modest personality is in some ways a handicap...

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Best non-finance book you read recently that helped you in your career?

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In your professional opinion, whats the better way to go here 1) Call and go right for the appointment, or 2) call and ask for permission to send info, share ideas

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Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.

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I need CE for life license. I’ve used webce in the past but would prefer a site that passes you so long as you score high enough. This site makes you sit on the pages for the entire time. Suggestions?

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What does work life balance mean to you?

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I work with nothing but employer sponsored retirement plans (no individual financial planning). How would you suggest someone like myself work with Financial Advisors to grow business?

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How I in the world do people question our fees and not a real estate agent? I understand that there was a time when they busted their butts combing through piles of paper to find a house or sell one..

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Wish I could place Facebook Ads to 50-60 year olds in tech or engineering...

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Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

How do you pitch to potential clients in non professional / social settings? What approaches have worked for you?

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I am thinking of running a contest in my upcoming newsletter to win an Ipad. Has anyone done a giveway or something similar before? I am a state level RIA btw

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Anyone else feel behind in their career/life, esp. compared to some of your peers? Yes, comparison is the thief of joy but I also want to live up to my potential. How do others others deal with this?

Why does it take so long for mortgage companies to fund your loan? I feel like if you have all of the information you need, it is a pretty quick decision

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