What’s your value proposition, i.e. your 30 second elevator pitch?

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I’m your personal CFO

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I have offer from siemens 11 LPA and Cognizant 13.7 LPA. Which one is better to join??

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Legato Health Technologies 🥱😂

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Help - my offer just got accepted and I need to secure mortgage within 30 days. What are the hidden things I need to consider apart from interest rates. My preapproval has decent rate (2.75%) but I feel closing is high at $16k. Also lists transfer taxes that seller is expected to pay and I’m not sure if seller is aware. It also says I may not be able to refinance this loan. I’m immigrant and slightly overwhelmed and want to hear best tactics used while shopping around. Thanks in advance

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Welcome! Please share favorite resources, books, websites, ideas and so much more! This is a place for librarians and technology educators to exchange ideas and collaborate

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I’m a mid-senior creative. Just spent a whole week updating my book. Anyone willing to crit it? 🥺

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What to do for a spouse who is struggling emotionally but refuses to get professional help?
I’m 17 weeks pregnant with our first. My husband is really struggling with emotional/ mental health. I’ve asked him to consider counseling or other medical alternatives. Instead, he wants to talk to me until 11:30 pm or 12 am at night. I want to be there for him but I can’t. I’m tired. I’m still working VERY full time, and I was just diagnosed with early onset preeclampsia 😫

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Would anyone be aware of a toastmaster club that I can join in dublin?

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Annual review coming up. Looking for suggestions for asks…

8 YOE, Current 125 base, TC ~140.

Median base for my title/geo ~170 (mean ~166, 0.75 ~226).

Certs: CIPM, M365 Security Admin/Architect, AWS SOA, AN, & Security.

Vet, Inactive TS.

Highlights of the year: flew out on 12hr notice to evac E Europe-based employees & families, plugged 3 exposures before they became breaches, built TVM/privacy program from scratch, onboarded new CNAPP.

(-) Still a student (GIB: BA/MS expected ‘24)

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I had a final round interview last week with a PE firm and they told me they will let me know of their decision by this week but haven’t heard back yet. Would it be okay for me to send a follow up email asking about the status? I normally wouldn’t rush it but I also got into an M7 MBA program and need to make my deposit soon. Should I mention that to them in the email?

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Biden is doing the Lord’s work!

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Deloitte Consulting M&A or A&M PEPI, which one is a better option?

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Does anyone here actively use Twitter?

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I’ve been reached out to from all big fours to again discuss opportunities but even further than I previously have… I’m a second year senior in international tax compliance (some M&A experience). I’d love to hear pros and cons of any big 4 please!

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I wish that half the offices in the hospital weren't windowless - such a downer

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I wish everyone could come together to protest against the electoral college, that’s the real enemy

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What’s your favorite content to interact with on LinkedIn? I want to start creating posts, and I have no idea where to begin. Any and all tips appreciated!

Are there any CLA EA's on this board? What is life like? PTO, benefits, etc?

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Anyone need a mid / senior AD?

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Hi Everyone,

Please let me know any job openings for Senior Executive Admin . I have 8 years of experience in Front office , Admin.


Thanks 😊

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Additional Posts in Financial Advisors

Does anyone here actively use Twitter?

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What advice would you give to a chronic underachiever?

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I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.

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I head for a short vacation tomorrow morning. Completed three 16 hour days this week and have 9 new accounts to process. Maybe I need to vacation more often!

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When you sleep in on Saturday and feel reborn. Holt shit fish give me a pickle jar I bet I can open it on the first try. Enjoy y’alls weekend!!

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Has anyone ever used a executive suite (regus type) and used the secretary to answer the phone and then have it forwarded to another phone?

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Thinking about bringing my girlfriend into my office. Thoughts?

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Coming up on 2 years, bringing in about 4m/year. Is that above/below average? Doesn’t feel like enough. I am focusing on developing CPAs but would like feedback on other ways to grow.

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What is your favorite kind of k-cup?

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Best Christmas gifts for other advisors?

For those of you who have hosted workshops or seminars in the past, is there a certain time of year that's best to hold these?

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What is the value in professional certifications? ACCA, CFA, CIPD, etc.

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Anyone have good resources economics/market news and updates? Open to Twitter accounts, emails, podcasts, etc.

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Mba vs CFA? I have my cfp. Next year I want to start either the CFA or a part time MBA application.

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Looking for advice from all quarters. Hiring an intern from part-time to full time (new college grad). What would you want to see from your boss/employment if you were just starting out from college?

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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.

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Does anyone have any unique gift ideas for clients? We are hosting an event welcoming all new clients we acquired in 2017. Id like to have a small take home gift ... any ideas?

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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!

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Any fishies successfully quit smoking? I’ve tried vapes, gum, patches, cold turkey, hot turkey, no avail... desperately trying to kick this bullshit habit

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I am a 7,63, insurance administrative associate with 12 years in the industry. When did you know you were ready to move toward an advisor or para planner role. I am a mother of two young children as well and I don’t want deprive them of having a present mother.

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