Financial Advisors

What is your “go to” sentence or paragraph when asking for a referral?

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Can you please send me the names of your family and friends so I don’t have to keep churning your account in order to feed my kids?

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I don’t ask for referrals. People don’t give you referrals because they want to help you, they do so if you exceed their expectations in service. Them giving a referral is then not only “safe”, but gains them social currency. As a result, according to benchmarking surveys, we score very highly in that category. The best practice is to create a culture that fosters referrals other than constructing a sentence.

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You couldn’t be more right. If you have to ask for referrals, you aren’t “wowing” them - asking can help some clients that might not think about it or think the referral might be too small, but in general it just sounds desperate. Take exceptional care of your clients and they will be excited to share you name

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Screw that. Get straight to the point.

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Currently in Fixed income sales as an intern at a BB bank. My ultimate goal is a career in the hedge fund industry as PM or strategist. What would you advise me to do to break into the industry ? Is it possible despite having low experience? Feel free to give me any advice on this career path Thanks for your insights!!!

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This might be repetitive, but getting frustrated by consulting. I’m one year in with a master’s degree and feel like I have little to no control over my career direction and the skills that I’m building/projects that I’m on. Would this feeling improve exiting to a startup or industry? It seems like for every great project experience I get, I have a longer more disappointing one to follow. I know I’m very early into my career, but I feel like I keep hitting dead ends on development.

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I think teaching on line was more work than face to face learning but I am willing to learn new skills for a new normal that helps keep families safe. However, do you think that for the future a combination of the two will work best for our students especially in light of how our society is heavily information based?

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What would be band 9 (senior managing consultant) salary range at IBM digital strategy and iX for NYC?

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7+ month pregnant here, daughter about to start preK this week, husband started Uber driving since his business is slow. I’m more worried regarding higher risk of anyone of us contracting covid-19. Pls help with any practical advice.

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What differentiates managers and senior managers responsibility wise? They’ve been interchangeable on my engagements, so I haven’t been able to see the difference.

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I want to take out a 401k loan used for a primary residence purchase . But I remodeled only . Do they ask for proof of home purchase ?

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Just wondering: are people in white collar groups busy right now?

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Thoughts on MulleLowe LA?

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Anyone have experience using Oura Ring to track sleep? Looking at Oura vs Fitbit to track those night were I waking up dreaming about pipeline, clients, things i needed to do, etc.

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How much do Media Planners in Chicago make? Do they get overtime?

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How do you predict the stock market? Let’s say SPY & QQQ.

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Do you guys use design thinking in your work with clients? What do you guys think of it...?

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I realize how happy I am when I take time off from work. I just feel so alive and even my resting heart rate is lower. OTOH, when I'm at work, I'm so stressed all the time being in this rat race, volume of work that's out of control, constant pressure of deadlines, client work and internal shit and there's just no end in sight. I only stay for the money. Does this mean I'm in the wrong job? Been at it for a while and don't know what else to do. Anyone relate?

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I’m UK based and looking into applying for the Warwick distance learning mba - want to unlock a career plateau and get much stronger knowledge around the workings of a business. Has anyone used an MBA to bust through a career plateau?

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Is McKesson having people interview with no intention of hiring them to receive free consulting?

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#Motivational Monday. You are welcome 🙏

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What have you found to be great safety features/add-ons or practices when using a table saw?

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Currently have full ride to school on the low end of T15 and offer to M7 with no $ (admitted via extended round) Think I’m going to withdraw and reapply to those schools and others this fall so that there’s a higher chance of having >50% of program in person. I’ve been agonizing over this; is withdrawing just a bad gamble since the full ride and M7 admittance were “upgrades” or should I just suck it up and hope that only the first year will be virtual?

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