When was the last time you felt truly happy?

Non-tech person here: does anyone know how to download salesforce icons that can be used in PPT?

How do you manage your money?

I only bring in a little over $2,600 a month. After paying all my expenses, I get to put away $500 a month in savings but don’t have much wiggle room for anything else, including going out money.

I’m very privileged to have a significant inheritance and zero debt of any kind. I really wonder how my peers who have student loans, car payments, and even children manage to pay their bills and live so comfortably. Please share if this is you!

How much do you keep in the bank vs brokerage?

Hi Fishes,
I have an offer with IBM for 13 and with other small company with 15 . Can I renegotiate with IBM ? Do they revise ? Any past experience ? I am interested in joining IBM only.

What do you now know about freelancing that you wish you knew when you started?

Is there anyway to tell if your work product isn’t measuring up? Would the partner straight up tell you that your work sucks? This is me running on the assumption that some comments are normal...

Company offers 200% match on the first 3% of 401k contributions, vested immediately. How is that relative to other firms?

Hello everyone,
Please help me with 11 likes, so that I can communicate for refferal.

Thanks!

Hi Fishes

I have one doubt i have 9+ year experience in Mainframe
Now i want to switch to Big Data (Doing some online course)


Is it possible to switch to big data from mainframe
Also how to say in interview rwgarding mainframe and big data


Kindly guide advise please please

Hi Fishes, Pls help,
YOE: 13 yrs
Cctv: 13 lpa

Have cleared HCL interview. Initially they offered 23 lpa (via proposed offer letter, to be approved by L4), but i requested to reconsider it for 25 lpa. After 5 days, they sent final offer letter of 19 lpa (stating they can offer max 50% as per L4 approval).

I don't have any other offer as of now. What should I do?

Pharma Insight Bingo!? I’ll start. “Patients have settled for a new normal.”

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

McK AMA. On PTO this week and next. What do you want to know?

How enforceable is a non-compete moving from industry health IT company to big 4?

Hi everyone Today is my tcs doj and I got a mail from my onboarding manager that your doj is postponed please connect with your recruiter.
What might be the reasons.

I’m interested in reaching for a position as manager for a local retailer, but I hate having to play the bad guy. How can I become more comfortable with fulfilling that role?

I recently started working a side gig to supplement my income. It's tiring but I felt I had no other choice. Has anyone else here started working a side gig too?

And another one bites the dust

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Best books you read this year that aren’t about sales, marketing or prospecting?

Whats a great farewell gift for an intern (besides a job offer)?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

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

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Anybody familiar with the Fisher Investments sales role? They give you a salary first 2 years plus commission, but the only thing that I don’t like is they no longer pay the trail on any account you open after 3 years. Just wanted to know if anyone knows anything about their program and if the FA’s are really getting THAT many leads to justify that comp plan.

How do you get better at small talk? I tend to get directly to the point and possibly miss out on building more subtle things in a relationship

What “hard skills” do you need as an FA? Feel like it's mostly been PPT work and basic Excel (pivot tables)...what am I missing?

Anyone working at Barclays Wealth Management in the UK?

Best platform/integration from an independent perspective?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.