Who has approached a senior advisor about possibly teaming up with them or sun setting their practice? How did you start the conversation or get them interested. I produce 350k and they’re at 800k..

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

I wouldn't over think it, I've partnered with two of our senior advisors in the past and they had approached me but I think they would've been more impressed if I approached them first. Ask if you can buy them lunch, let them know what you're wanting to do, and ask if theyd consider partnering up. Also tho I wouldn't jump into anything until you are confident you will work well together

Related Posts

I got an offer from Cigna are they typically open to negotiations on hourly pay? 👀👀👀👀 I just need like $3 more/hr… that’s it.

like

Hi Fishes,

Which company shall I join ?
1. Sun Life Financial
2. EY India

YoE- 3.10 yrs
Tech - Cybersecurity
CTC & location - same for both companies

like

Do Nooglers receive salary increases? And if so when do you find out?

like

So I recently got a job offer on the brand side, as a marketing specialist in Canada for a reputable company likes of Loblaws, Shell, Sobeys, Canadian Tire. The role encompasses alot more than just branding, includes ux research and was wondering how much is a good overall package for this excluding insurance benefits.

like

Guys can someone provide me the insights on the package of Salesforce admin support resources having experience of 4+ years and cctc is 10 lpa.

Generally how much Salesforce provides on this role?

like

Is there a definitive guide to cost of living? The obvious cost of living centers (SF, NYC, LA etc.) get covered a lot, but I’m wondering where my city falls. It’s a modest Midwest city with ~100k residents but is a relatively touristy spot. It often feels like a MCOL area but I’m not sure how to adequately judge that, and it would be helpful to know when comparing salaries and the like.

Hi Fishes,

Can I join Capco? I am currently a Wipro employee.
The profile and pay is better

When joining bonus is given to employees in Capco.

like

Highest base I can get paid as a CSAM at MSFT?

like

Bonus for EY S&O?

likefunny

What salary should I expect being full stack Sr .net developer with 5YOE current CTC Is 14Lpa kindly share ur personal experience

like

Do big firms (EY/KPMG/Accenture/etc) typically offer sign on bonuses for new consultants? (4 ishYOE)

Is it worth asking for?

like

Resigned from TCS and LWD was a week ago. I received August's salary credited to my account. I cannot find the payslip in Alumni Portal.
Any idea when will I get August's payslip in Alumni Portal.?

like

Let's discuss salaries in Post Market Surveillance, Vigilance Reporting and Medical Device Complaints Handling. This is to understand how the industry pays and to check if we are fairly paid. Myself 32M, YOE 6, 9LPA, Bangalore.

Please continue the thread.

I was wondering if anyone works as a medical examiner assistant (gov) and what your salary is?

like

Is anybody here a notary? And how much are you making from that? Is it a potential side-hustle?

like

User experience mgr salary? I support six product teams and eight reports. 20+ years experience

What's the CTC range of manager role in Deloitte India? YoE is 9 years.

like

After the Cerner and oracle acquisition, do we have any chance of getting any raise and promotion while getting a new offer letter from oracle?

like

Package/CTC question - Hi Sharks, I am a in grown manager and believe the HRs that I have dealt with till date have lowballed me. CURRENT - Site BLR. CTC ~ 11.0 L. 5 RSUs. L4 Manager. Operations. Non tech. I believe it should be around 16L. Am I correct? Can ya'll help with the range of Pay for L4 Managers along with RSUs and joining bonuses.???

like

More Posts

Once you join a MF in Europe in investment team, how common are lateral moves? Can you get go up a level if you make one and have some years of experience?

like

I have 15 YOE, mostly in FP&A. I’m getting worn down by the monthly and quarterly cycles of public company reporting and the fact that I have to work around them. Are there any good roles where FP&A person can work in that don’t have to follow the accounting cycles?

like

Hi Nagarrians,
I am having 8.7 YOE JAVA Backend developer and having offer from Nagarro now.
So I wanted to know about the BGV process, like what docs they ask like docs from all of the past employers ?
And do they ask after joining or before joining ?
As I dont have exp letter from my 1st company (with 1.6 yoe) which was a small startup.
It was a absconding case so couldnt get any exp letter but I do have payslips, bank statements, appointment letter & last appraisal letter from that company.

like

Anyone from accenture capability network in sap s4? Please dm or comment. I have some doubts

like

What did you think was cool when you were young, but isn't cool now?

Bali recommendations on things to do?

like

Offered 8 grand less than interns who were hired on last year...need negotiation advice!
Is it appropriate to bring up that I know the salary amount that was offered there in previous years?

like

How on earth are you guys getting into these AMD calls for 5/1? The theta is scaring the devil out of me. I almost went with the peer pressure yesterday and then backed out (I am bullish in AMD)

like

Does anyone use Ameriprise for their Roth IRA? Anyone know of any funds you can buy in an account with them that don’t have trading fees?

like

Hi EY fishes! Is there anyone from EY Seren? What kinds of research is produced in there? Is it thought leadership or client-facing reports too?

like

Hi Fishes,
What should be the salary for Manager / Sr Manager having 14+ yoe in project/product service operations? I am at 32 lpa which I think is quite low having worked with top consulting firms for close to 12 years.

like

I would like to know how much persistent pay for 7.x senior architect.

Does Nagarro give option to WFO?
At Bangalore location where is their office

Hi folks, I'm a new joinee in tcs. I have been allocated to a project in tcs a month ago and still my on boarding at client side is not completed. All they say is it is stuck at client side and we'll update you. But its been more than a month. What should do in this case? Should i speak with HR or my department SPOC? Please suggest.

like

Favorite VC fund for tech startups? Any that you've heard terrible things about/that I should avoid like the plague and which ones am I more likely to have interested in me? Fintech product, with a social aspect to it.

like

I recently accepted a job that I quite overqualified for because I’m in need of a job. I got hired as a Marketing Manager and work directly with the Marketing Director. Come to find out my director is still in school and has absolutely no marketing experience. She’s been with the company for 4 months. They seem to want to utilize my complete skills set and make up for her lack of marketing knowledge but maintain her position as director and pay me a entry level marketing manager salary. Advice?

like

I received laptop from FIS Global today but in kit only received laptop, charger , headset and bag . Mouse and ID CARD are not there ?

Any FISian joined recently and can help ? Is it fine or need to ask to anyone ?

tbh, i refuse to believe a single one of these memes isn’t actually made by a queer person. but i do love the headline

Post Photo
like

In my company, we have a staff of customer support agents to resolve user concerns, but they prefer to complain on social media and never call the number we give them. Should we transfer the agents to the Social Media platforms or insistently try to get them to call us?

like

Additional Posts in Financial Advisors

I need some good career-development or finance-related books, anyone got any recs?

like

Is working on weekends expected? Or is it just a once-in-a-while deal, depending on if it's crunch time

likehelpful

Looking to move from mainstream BD; I’d like to have two ofc locations - LA and FL (6.5 hr commute). Any advice? Dead ends and cul-de-sacs are prevalent.

like

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

like

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

like

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

like

Considering leaving my bank BD to go to Jones. Pros and cons from those who have done that?

likehelpful

Does anyone think there is long-term viability in Cryptos?

like

Anyone work or worked for Northern Trust as a wealth advisor? What can you share about your experience there? Considering a job offer.

like

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

like

Anyone affiliated with Kestra? Thoughts? Experiences?

like

Should people be fired for lack of people skills?

like

What do you or your firm do to provide first class service?

like

Anyone looking to exit the business via retirement and has no transition plan? I'm licensed in OH, IN, MI, KY and NY but can easily get registered in other states especially FL and SC. Please contact.

like

What are some of your “schooling the client” moments?

like

Anyone knows about the base for chase PCA?

like

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

like

Anyone doing this consistently? Came across a guy whose wife in a facility and he's paying $12,000/month. Insanity.

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

I love this career and want to help more people but I feel like I really suck at marketing myself to help more people. People don’t pick up the phone or reply to electronic communications. Continued.

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

Scan your QR code to download
Fishbowl app on your mobile

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