Additional Posts in Financial Advisors
I have the fashion style of a potato. Any good instagrams I should follow to develop a better fashion sense?
Hi everyone! I’m trying to pursue a career in doesn’t research. Any training recommendations?
Allstate 13 LPA + 1 LPA BONUS - support role
CAPGEMINI 11 Lpa + 50k bonus - developer(not sure)
Tech stack: .net
Exp : 2.5
My joining is near ..pls suggest me
Final round at Gong. Any AE’s use Gong and have feedback on the product? Anyone have general thoughts on the company? Salesforce
What’s the trick to get call backs for jobs you applied for. I want a hospital job and I live in New York city . So the competition is intense I think …. Any tips
Does anyone think the market can go higher than where it is now? If so, how? What would be the drivers?
Constantly have these headaches that make it so difficult to think. They develop in the lower back of my head/top of neck & give me major brain fog. Any tips on how to deal with them or figure out what’s causing them?
Can someone from Accenture help me. I have applied in Accenture couple of months back and have not been able to apply to more suited openings because resume already exists in system.
Is it possible to remove the old profile somehow.
Can someone help me understand what's happening in FL? Curriculum reform? Who's accountable? I've seen education go from Houghton- Mifflin type TEs and Curriculum to Online programs like IXL. So no one has been accountable for curriculum all these years?
Is there any app/website to get Indian groceries and vegetables home delivered in Bay area?
I'm offered a role of Specialist ( Package implementation) with 7 YOE @LTI. Is this equivalent to a role of team lead??
Could someone help me understand when T is actually slashing their dividends? Also any other dividend picks now?
Redoing home office and need some pics - GO!
Should this be happening?
I have a zoom interview with an investment bank this afternoon. Does anyone have any idea what the dress code is? I would assume suit and tie but not sure because it’s on zoom.
Additional Posts (overall)
Just passed level 3 of the CFA today. How much do you think a CFA portfolio manager not in production overseeing all portfolios both discretionary and non-discretionary is worth?? Practice is $1B+
Looking for a JW Cole advisor to share their likes, dislikes, and competitive advantage. Thanks!
What can I do to improve my rankings on google and the like?Are there any free things I can myself without bringing IT guy back in?
Anyone have a terrible experience with an inherited book of business? I feel like I’m taking a lot of liability for very little gain.
Wondering what a reasonable goal for someone to set in their first year gathering assets as an Indy. Assuming you were starting from scratch and were predominantly cold calling in the fist year
What percentage of your gross revenue are your expenses? I am around 15%. Trying to figure out if that is high or low.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?
I have a three hour panel interview tomorrow which I'm assuming is to talk about my business plan. I have 5 interviews equaling 30 minutes each. Wish me luck!
1)Mid 30s, Michigan, CFP. Conducting due diligence to go RIA (IAR & RR regs currently at protocol member firm). Suggestions? Do/Don't? Contacts? Expense templates? Avoid ___?Expectations for yr1/yr2?
A wholesaler has been dripping on me. I keep ignoring him. Today I got a hand written note asked for a meeting and wrote a few points/reasons. He just differentiated himself from everyone else.
What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use
I have a problem, my IAR registration won't be finalized for another two weeks and I have no business cards. How can I prospect and start building my call list without business cards...
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