Financial Advisors

Which education concepts have proven most valuable to you in conversations with clients/ prospects? e.g. stocks, bonds, bills and inflation? Quilt chart? Order of returns? Bonus if you can share URL..

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Quilt chart(or jelly Bean chart) every client, every time.

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Rising income presentation. Super effective but it's my own little trade secret

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Look up the Morningstar Andex chart. I ordered one for my office a few years ago. It’s amazing

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Math on losses, how much do you need to bounce back after a drawn down, at all time highs we need to protect... Blah blah blah

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Anyone know where to find gts policy for taking a sabbatical? Or is anyone familiar with how that might work?

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I just shared my screen on Zoom and it had the bar with all my downloads...I completely forgot I downloaded forms for elective egg preservation benefits. All other meeting participants were guys 😭😭

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Somebody’s dog crapped on the plane

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Have Diamond status with Hilton but new client city has an Aloft right downtown. Anyone had luck with getting either SPG or Marriott do status match or status challenge?

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Any 🤰 fish with ADHD? Did you stay on your medication or did the doctor make you stop taking a prescription for it (i.e. Vyvanse and/or Adderall)? Really appreciate any shared experiences!

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Adenomyosis treatment: I started on letrozole+norethindrone, then another RE at the clinic recommended Lupron depo as the “gold standard”. Issue is it would push back the FET by another 3 months and we’ve been trying for 2 years (I’m 38). Can’t find a ton of research on this, but a couple small studies seem to conclude no significant difference between the two treatments. Any advice/experience with this?

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Can anyone provide any information/share experience on AlixPartners? I’ve got an initial call with them in a few days.

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Why do you want to go back to the office? Asking because I have no urge to, not that I wouldn’t once or twice a week once the elevators are sorted in the year 2042. I just like using my own bathroom too much!

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Is there a simple way to review / compare medical plans ? Can’t seem to find links within benefits connection

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PowerPoint Experts: Please help me with a simple use case on creating manageable templates for Status Updates by workstream

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I currently work for an Insurance Brokerage and don’t really find anything about the industry worthwhile. I worked for one year out of college so far. How can I transition to a different industry?

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How do you deal with microaggressions in the office around race, gender, socioeconomic upbringing/class, where you went to school, etc?

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I’m only a couple weeks into the game. How long did it take for y’all to find iron nuggets to build the store? I feel like they are few and far between. Any tips appreciated!

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Coach keeps declining invite for snapshot review and I cannot move forward without review. How should I best move forward if I can’t get the review time?

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Why is BILI dropping like crazy today

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So freaking done with office politics and constant sucking... I wasn’t expecting it when I joined BCG

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Office offers self-cost flu shots... should I go for it?

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In such desperate times, how is US better than any not-so-developed country? Healthcare is a joke, doctors are refusing to check patients, shelves are getting empty, dont know when they’ll restock

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Promotion Watch 2020 - any news?

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