What is the most uncomfortable thing you've ever done in your career that, looking back, you're extremely glad you took the leap and did?

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Hired lots of people.

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quit my career of 17 years to do this. then, after 2 years but reset and changed companies when I couldn't take 70% of assets with me.

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Leadership: They’ll be working long hours, quick turn around times, lots of spreadsheets, models, and presentations
Best Buy: We have brand new Surface books Leadership: No the oldest version of Dell will work, thanks!

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Does anyone have recommendations for thought leaders/influencers in the M&A space? Looking for blogs, books, YouTube videos? Not currently in the space, trying to learn more as I’m thinking about a pivot after a few years in consulting/startups

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Is MJZ a union shop?

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If you’re a man under the age of 26 plz hmu

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Anyone in NY area interested in hanging out? 25 M here

So any tech consultants actually good with computers? I built a custom pc but ran into an issue and it will not post. Google provides complex answers I don’t think apply to my issue

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Any experience with GRC practice within the Big4? If so, which one would be the better choice as far as maturity & pay?

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I’m in IT audit (ITSA) at Deloitte. What are the exit opportunities like (at any level)?

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Hi Fishes,

IBM Deloitte EY

Looking for UI developer roles in IBM / Deloitte / EY.


YOE is 4

Location : chennai / bangalore

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Could be a silly question — i am beginning to look for a new apartment in the city and ideally want to rent from private landlords rather than going thru Apartment People / @ Properties / Compass, etc. How do you find private landlords?! I have good credit and am very clean! A landlord would love me lol

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What’s an average salary for a PM in NYC, 3-4 years experience.

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Any recruiters want to 👀 at my shiny new site? I would love to hear your thoughts overall and also ask about the site order. Thanks so much. Please comment below for the link.

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Best experience of 2018?

don't really get people's hype about pumpkin spice in general though

Post Photo
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I’m feeling stagnant in my career and looking for ways to grow. I was considering obtaining a PMP certification and wondering how impactful this is. Is this certification well recognized?

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Hi everyone
After hearing all bad reviews about ps I finally have no option left but to join the organization. Any tips how to survive their, how to manage the poor wlb?

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Did anyone attend L3 round in State Street. How this round is going to be?

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Additional Posts in Financial Advisors


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

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Really curious, what percentage of your clientele is friends/family?

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Finally went to sleep doctor for initial screening. One of his questions was “Do you wake up feeling refreshed?” I laughed out loud

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Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

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Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

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My latest prospecting idea is to get address of families with new borns, but I'm struggling to find a way to turn those address into phone numbers. Any suggestions are welcome

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I have a question for established FAs with staff. How much vacation time do you give your longest tenured employee and how many years has the person worked with you?

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New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

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Anyone here in Santa Barbara CA?

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Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

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Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

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Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

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

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If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

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Going with a solo 401k so I can borrow 50k if I need it for buisness purposes in the future with no questions asked and fast what companies should I look at?

likesmart

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

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Anyone use Hubly and know what it costs?

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Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

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