What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Looking for a family lawyer in Australia who either works on contingency or on the legal aid panel with respect to an access and property settlement case.

Does anyone have protein bar recommendations that do not include tree nuts or peanuts? I’m allergic to both and haven’t found a good one without those ingredients.

Thoughts on AWS?

PLEASE REPLY URGENT!

Do we share docs(like payslip, pan etc) prior to getting offer letter?

The HR called and ask me to email the above before rolling out offer letter

I find my mind is always consumed with work - day, night, weekends, watching tv, eating dinner, hanging with my partner and/or friends, etc.

Any tips on “switching off” and being more “present” when not physically working?

Any Deloitte new hires starting the Onboarding process this week or next ??

Can anyone pls help me with DFA L1 Lev 11 main exam answer dump lin?
Would really appreciate the help!

I have a a question for recruiters-what’s the biggest misconception you’ve heard about recruiters like “they don’t read resumes” or “ways to reach out to a recruiter” anything like that? I’m always to myth bust and want to share some stuff with my team of recruiters.

At what point do you go from dating to relationship? Should you bring the topic up regarding the next steps and at what point?

Can anyone share amex Bangalore location?

Just got my peloton today! Any tips or advice?

Anyone can please share your experience with Global Logic

What lessons are you looking forward to teaching the most this year? I always look forward to teaching the 60s and the Civil Rights movement

How many chances to you give an ECD before you ghost them? The guy has sent me 5 messages saying he is going to arrange a call or call me across three platforms, email, text and now WhatsApp. I get people are busy but really!

Anyone willing to provide input on what is salary band/range of an MD in Deloitte/ equivalent in other firms?

Hubby and I are staying at the ritz in Maui for our honeymoon. I booked directly on the Marriott website. How do I let them know it’s my honeymoon so they can consider us for upgrades etc?

Anyone ever used the Warton Group? Their marketing emails say they have preset appointments with 401k plan sponsors that are shopping their plan. The advisor is charged for the contacts. 1/2

Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.

Best Client Appreciation Event you’ve ever done?

People who repeat the same thing you said two minutes ago like it was their own thought. What the f?

Headphones locked in for the next few hours, gotta catch up on a bunch of work I've procrastinated on since the beginning of the month. Music suggestions?

Is it unprofessional for men to roll up the sleeves of their shirt? I get hot in the office and roll up my sleeves cleanly, but a colleague thinks it's a faux pas. Agree?

Any good apps for collaborating/budgeting with your spouse? Looking for something where income is logged and both can log expenses to keep track of where the $ is going so both can participate .

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

Is it appropriate to do networking calls and reach out to people? Should I wait a few weeks?

Anyone having something like a mantra? Something you say to yourself when you are wondering how to survive the continuous firefighting mode?

For those with young kids and are maybe < 5 years in the biz, how early are you home to be with the family?

What’s the most convenient 529 plan to contribute to? One that has a website where anybody can login and transfer funds into on behalf of the beneficiary. I’ve heard they exist but am unsure of the state plan name.

We are switching BDs next month. For anyone who has done this in the past, how did you prioritize who you called first? Top down AUM? Did you factor in expected revenue over next 30 days? Did you schedule calls/meetings ahead of time? Likely will become registered on Friday - did you make calls over weekend? Any helpful thoughts or tips are appreciated!

Setting up our first small business 401k! Should we be an ERISA 3(38) advisor? What are the pros and cons?

What brandname in our industry do you think is "most trusted"?

What do you think would revolutionize financial planning?

Bought a new audiobook: The Motivation Manifesto by Brendon Burchard. He's like Nick Murray at his most philosophical except with a thesaurus and intensely high on life.

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

Does anybody have any experience or recommend an auto-dialer to make my cold calls? No I'm not lazy, work smart not hard!

I am now working for an indy firm where we have such things as Salesforce integration with the phone system. What do you use for CRM? Planning tools? Trading platform?