Whether it was $100,000 or $10+mm, what were your inflows from new clients in 2017 and how did you bring those assets in?

I’m currently a 5th year senior manager at EY - and the path to PP seems to be an uphill battle with very limited slots available in next few years- primarily because we hired many DAPs last year. With my desire to make partner, I’m considering to make the move to ACN- what level can I reasonably come in at? I know there are many factors but curious of everyone’s perspectives.

I dare you, no wait. I DOUBLE DOG DARE YOU, to schedule a mental health day, eat at your favorite restaurant, then take a nap!

No grading, no planning, no school email.

Just time for you.

Any L1 visa holder (Senior Consultant). How much do you earn in the US?

For people who pay rent vs people who pay mortgage, doesn’t it make more sense to pay mortgage so that you have an asset rather than throwing money away on rent?

Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

Going on my first international trip for work. Damn. These are where the points are really at... 30k EQM and ~66 k of miles.... not to mention hotel and Amex points. Getting to see awesome new places and work in challenging problems - I want more of these trips!!!

Did anyone receive Form 16. I got mail but couldn't find in HR Workways

Can someone suggest a breakup of CTC so that tax can be minimised, my CTC is 11 lpa. I don't have any home loan currently.

Hey all,
Can i have your opinion on if it is a good option to join Paytm now as a product manager for 14 lpa CTC with 10% variable? I have 2 year experience as PM after MBA. 2 year in sales and business development.

Thanks in advance.

Corp Dev total comp and position

Has anyone heard of a retention bonus with a clawback period of 3 years? Like you get paid in 3 installments but you have to pay back 100 percent of the money if you work a day less than 3 years?

Anyone looking for a male flate mate in Pune please DM

Hi Everyone,

I'm working as a SAP Security consultant since last 4.8 years. I'm looking for a job switch. Can someone please provide me referral for Deloitte USI ?

Anyone who owns and rents out a 2+ family house they don’t live in - is it worth all the trouble? Really want to give it a shot but entire family is advising against it

Did anyone receive onboarding kit today?

Looking to exit UTHEALTH SA for other opportunities. Healthcare is great but pay/retirement is womp-womp. How is comp and benefits at your company? Can someone who has been in academic medicine as a Clinical Reporting Analyst transition to other industries? Thoughts fishies.

Has anyone ever built a rev rev / deferred rev workflow in Alteryx? If so, how?

How much quant do FA do? I do a massive amount, and my returns are 3-5% alpha. But am I wasting my time? Should I look to move my practice to a hedge fund module?

What is the best way to go Indy without many moveable assets? Any advice on what you have done? I want to join an established firm until I get assets built up and more weight to swing around.

Addressed? Should this go to the previous owner?

Anyone knows about the base for chase PCA?

What is your close ratio with walk ins/call ins? Are they usually a waste of time or are they an ideal client?

What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

Ugh... two good new accounts today... both almost derailed by aggressive gate keepers... Tia Cref lectured them about why they shouldn't transfer out...and called them at home to follow up... cont

Performance reporting software ?

Series 66 study tips/tricks/resources.

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

What B/D will take a guy with 0 AUM? I want to WFH for a year and go that route. I realize my options are limited (no current book, only previous clients). Can anyone point me in the right direction?

Anyone have suggestions for a good iPad Pro case/keyboard combo? Anything else(accessories, apps, etc) I should get to optimize the iPad experience as a financial advisor?

Favorite font for meeting notes and other stuff in Word? What about emails?

What are experienced advisors doing with moderate 60/40 portfolios right now? How much international & EM are you exposing to the equity allocation of your portfolios?

Does anyone know about 401h?

I'm thinking of leaving Jones. I'm quite profitable, and yet HQ just seems to want more. Any ex Jones out there that can speak about your experiences in going Indy? Thanks.

Any advice for starting to get back in shape? I used to be in good shape, doing orange theory all the time, but stopped going. I haven’t worked out in months besides walking.

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?

The most important question you should be asking your interviewer is _______.