Independent RIA

What is your experience with The Bill Good Marketing system?

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works at

We’ve used it. It’s a very complex system

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Is there a general rule of thumb expectation for salary % increase in promotion from SA to M?

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Thoughts on North Highland?

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I believe there'd be no reason for busy season to exist if we had sufficiently staffed engagements.

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Humor to cheer yall: why did the powerpoint cross the road..? (Reply with your best line)

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Evening/weekend MBA or EMBA. Thoughts?

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Reminder:

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Friend looking for SAP consulting job. Anybody hiring?

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Me: *Crashes stakeholder meeting for free food and doesn't contribute* Stakeholders: <insert "How dare you" meme/GIF here>

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Why are there no good technology fund available for us in Vanguard? Like VITAX

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Happy Saturday!

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Any managers been approved for a better/faster laptop (MacBook Pro?) than those POS HP laptops that don’t load a file or let you click the start button?

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Just started a partnership with a new AD who I really like, but we’re still working out a few kinks process-wise. ADs, what do you love/what do you hate in a new partner?

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A branding question. If FIFA stopped calling it the Women’s World Cup, would more of the world start treating it with as much reverence as the men’s World Cup, which is just called The FIFA World Cup?

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Can this new outlook app not be synced to my iPhone calendar? That’s the only reason I got email on my phone 😫😖😫

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McKinsey, anyone?

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Just because you're on the bench with freetime doesn't mean everyone wants to help you with your firm initiatives.

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How does compensation at Mizuho’s investment bank in NY compare to bulge bracket?

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