What's your life story? How did you get to where you are today? What challenges have you faced? What lessons have you learned? Looking to learn more about the people behind the anonymous profiles :)

like
Posting as :
works at
You are currently posting as works at

Junior year of college, lost my financial aid and booted from my parents house. Worked 60 hour work weeks moving trees plus night school. Took off work on Wednesday’s to build my business. When I made more in commissions than my hourly income, I quit my labor job... Finished college, CFP, CLTC STARTED RIA firm , Mortgage Company...Put 2 kids through college, 1 through Grad School...nothing was built overnight without HARD WORK AND SMART WORK

like

Single mom even when I was married. I was an assistant knowing I had it in me to be a FA. Three kids later, Prince Charming had enough of playing house. It took me another 4 years to build my courage and believe in myself. I did it. As the song says, I’m still standing 🎼

like

I was a teacher for nearly 20 years, then realized how far behind I was on retirement because I had done nothing on my own and didn't understand a pension was not 100% income replacement. The more I investigated my situation the more I wanted to be an FA. I quit teaching on the last day of school in June. Studied that summer and passed the 7, 66, and insurance, and got my first client in August of that year. A big leap of faith with a large family depending on me.

like

Lived in the back of a van with a dog doing cross country delivery work after family “business” didn’t work out and lost my student loan money I borrowed my last term to buy real estate in ‘07. Ed Jones guy knocked on my door (of a house I was rehabbing) and I realized I knew a lot more than him, so I applied to Jones and was hired. Always loved markets, investing, and economics from the beginning, and now I love helping the people I work with have better life outcomes!

like

Related Posts

I’m looking for a creative lesson to match this standard. Any suggestions ?

Post Photo

Www.helenesnotes call now to sign up for the fall! 516-474-6181 Online lessons! Give them or yourself something fun, positive and good to do! All ages 5 and up including Adults!

Post Photo
like
like

Hey all! We are looking to add to our retirement plan services team. This is an admin/support role with no sales goals or cold calling. We are a $15b RIA with a $400mm retirement plan book to support. If you know of anyone who may be a good fit, please reach out. Great opportunity for growth! Comp is $75k-90k base with a bonus on top. Great benefits, flex schedule.

like

Hello! I’m new at PBL learning. Where can I find already prepared lessons? I’d like to use other teachers’ successful lesson plans before I try to create my own.

like

I just started at a seriously understaffed business and they provided almost no training. Just a 10-minute lesson on the program and they walked away. I had no idea how to help the customers who called. Was I supposed to know this stuff before I was hired?

like

So, when we reach the point of community quarantine , I will be opening a school at my home.
Lessons will start in the garage and include sorting, writing labels, insect identification, and gym class!

likefunnyuplifting
like

After 18 years, I lost my art room to a classroom this year in order to spread out kids due to Covit19. They said we can’t hand out papers.. kinda thinking art is remote for all. I will do lessons on google classroom with live lesson to classrooms and home. I was told special area teachers may be “repurposed”. We will be used like a TA. One class will be spread out two rooms.Aday teacher in one room, I help in other room. B day teachers switch 😳😷☹️.. I know I’m lucky to have a job but.

What are some general warm-up prompts that can be applied to different texts & get students' wheels turning before a lesson or discussion?

like

Just had my discovery flight and I’ve been wanting to go for my PPL for a while, just not sure I can justify the 15k or so investment in my current financial situation. Would it be really bad to spread my lesson over a period of a few years?

like

What is your favorite library skills lesson or activity to welcome K-2 students back to school?

I need ideas for a broadly appealing 25 minute lesson, to be broadcast on our school cable access channel. I teach USGov, and am drawing a blank. Suggestions?

like

Are you recording and posting all of your live lessons for absent students to watch later?

like

Hey Fishies!

Property owner wizardry required-

1.First home buyer lesson you wouldn't do again
2.First home buyer lesson you would do again

Just keep swimmin' - THANK YOU!

Anyone struggle with “art vs craft”? Sometimes I feel my lessons don’t carry meaningful art rigor, and I’m just hosting craft time. Any suggestions for recourses providing meaningful art lessons?

like

Happy Friday everyone. I'm seeing some posts in the general forum about Speedy Gonzales or lessons in Spanish... It's not that those topics aren't important, it's just that what is more urgent to me is empowering you to succeed in your current and future roles.

like

More Posts

Any advice for getting your name out there as a junior attorney?

like

How MBB experience help with Warthon application. I work in analytics and want to get an MBA to get into more strategic positions ins Tech companies.

What are some strength points I should focus on? And common weaknesses. Any tips are appreciated!

Thanks in advance.

Every single day I have meeting after meeting after meeting. I literally have maybe 1-2 hours a day to myself to get things done. How do I fix this???

likehelpful

Hi All,
Approximately, how long does it take for final Results from HR after the Behavioural Round?

like

Am I doomed? I’m 36. Huge partier and spend $ like its going out of season. Make about $215k all in and have little savings. I just have terrible savings habits and just enjoy living for the moment.

like

If you start going out with someone, and they have anxiety-depression (or some other metal health challenge), when would you expect them to disclose? Date 3? A month or two in?

like

How much time does it take for Novartis to confirm selection post HR round? I appeared for the same last Thursday and haven't heard back. Does it mean I got rejected?Novartis

like

Dear associates,
I have 28 Lpa fixed + 70k variable in Cognizant, how much I will get in hand monthly after tax deductions?

like

How do you deal with burnout? I’m just not feeling it anymore. I keep thinking time off will help but I’m not so sure because it’s winter and not as nice outside up north. I’ve been working for 16+ years with the longest break between jobs at 7 weeks. Never take more than a week off at a time. Any tips? Should I say anything to the partners I assist? Should I say anything to my supervisor?

like
like

Alright which one of you said gdrx is a good play? You owe me money 😤

funny

Anyone from EXL.need some interview tips.Thanks in advance.

like

For anyone who was laid off this year, were you able to negotiate your severance pay?

funnylike

Besides FDD and CMASS/FASS; what are some other good advisory roles to pivot to coming from Audit?

like

Hello,
Anyone here from the @EY Mumbai location?

like

Honest question: what have you learned from the younger people in your office? Do you tend to teach/guide more or learn more from them?

Hey creative recruiters, where do you look for the candidates most? LinkedIn search, coworkers, wnw, somewhere else?

like

S&P Global Hey everyone, Heard this rumour that huge layoffs are going to happen in S&P global india....can anyone give heads up about this ?

S&P Global

helpful

Been thinking about striking it out on my own. Have some top notch litigation and transaction experience in the construction and energy space. I’ve represented small shops up through global players. Thoughts? Recommendations? Advice?

like

Additional Posts in Financial Advisors

The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

likefunny

Married peeps, joint or separate checking accounts?

like

Anyone try public speaking coaches to train them how to be a better seminar speaker? Posture, tone, subliminal onstage stress relievers etc..?

like

How do people have time to workout during the week? I work so many hours.

like

When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

like

Any good book recommendations? Would prefer if applicable to the business or self development. But doesn’t have to be.

like

What does a mental health day look like for you? Took one today & it was the best thing I’ve done for myself. Bonus Q: did you own up to it being a mental health day or did you go to “the dentist"

like

Has anyone ever thought of retiring early in a low cost country? Like Costa Rica or India

like

Do you add clients as a LinkedIn connection after you've sealed the deal?

like

There is a special place in hell for people who merge cells and add spacer columns.

like

Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

Would you say that you're genuinely liked by the majority of people at your office? I just don't really seem to vibe with many people...

like

Does anyone use a digital notebook and/or digital pen? What is the best solution? Like to take notes by hand but don’t like retyping or referring back to all the time.

like

How much travel would you consider to be reasonable on a daily basis for a client?

likesmart

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

like

Best non-finance book you read recently that helped you in your career?

like

Has anybody come up with a way to purge the words “like”and “you know” out of somebody’s speech patterns? I don’t want to be insulting, I truly want to help. It’s not a young person either

like

Anyone using short term structured notes in an advisory account?

like

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal