Who here has a mentor and how did you find your mentor? I'm in the process of searching for one but am having a hard time finding a female mentor 😔

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

What do you need? What are trying to learn? I find Adri Miller’s website to be very helpful. Feel free to reach out to me if you have questions

likehelpful

Always interested in helping other women. Twenty years in business, looking at fifteen more. Still working on my succession plan. Remarkably difficult to find the right person for succession...

like

I’m still looking

like

Related Posts

Post producers - what’s a typical salary for mid to senior level in NYC?

like

Looking for paint correction recommendations in Philly/NJ area. Some swirling Id like to take care of by a professional. Thanks!

like

Our client backs us into a corner to agree to deadlines, and then makes it impossible to make them (literally just doesn’t show up for reviews, etc). I’m worried they’re trying to make up an excuse -

like

Has your personality changed after joining?

like

Any particularly effective strategies to manage client asks to treat everything as a zero markup pass through?

like

Anyone know what’s the salary of a Director PwC india ?

like

Hey nagarro guys..

Do anybody remember or can share the questions asked in reactjs experience candidates in Tech round 1 and 2 ??

TIA.

like

How much is the referral amount in Nagarro if my reference joins Nagarro and after how many months I'm going to receive it?

like

What virtual pride events are people attending?

Guys can you help, I have completed interview for the position of Manager at Ciena and would be going under a discussion for CTC with HR. How much can be provided at Manager level in Ciena? YOE: 8 Ciena

like

What does your benefits package include?

like

Anyone have insights into the culture and WLB at 10x Genomics? Looking at commercial and strategy roles

like

I am in need of a mentor. Honestly I think I'm in need of a professional coach. I feel like I've lost my drive, my desire to be great, I used to wanna be so amazing I was amazing then covid happened and now I'm struggling to bounce back any suggestions.

like

I am a young graphic designer and my dream is to eventually set up my own agency. Anyone ever accomplished this? Was it hard?

like

How is BUSINESS ANALYST -APPLICATION OWNER -DEPUTY MANAGER BAND II in ICICI Bank?
Also growth and WLB in technology division and anyone had similar offer with ICICI Bank.

Good tv brand / model in india? Looking at 43 - 55 inch. Heard the Nokia is good. Any others?

like

When are we betting the office will close for this Covid19 plague?

like

Here to restate the understated truth of our profession..

Post Photo
likesmartuplifting

What should be salary expectations for Lead Business Analyst in HSBC India Domain :- BFSI YOE :- 9.5 CCTC :- 19 LPA HSBC India HSBC

How is the carrier growth /progression for Lead Business Analyst

Can any one refer me im KPMG GDS? Working in another big4 GDS AWM sector as a senior. Having experience of 2 years.

like

Additional Posts in Women In Wealth Management

I’m new in the financial world and want to know the best avenues to make good money without becoming a financial advisor. What are the tracks I want to be on? What positions should be I looking to work towards?

like

After reading a few posts, I think Im in the category of being underpaid. I work directly with one advisor. Fully life and securities licensed with series 7. I’ve worked along side the FA for over 6 years now. I do everything from processing biz to handling clients. Other FA on our team come to me for help even though I don’t answer to them. The only thing I don’t do is bring on new clients. I get a base of $45k, 1099inc of 20k, plus about 7k that goes into a WL plan but counted a 1099 inc.

like

Looking for some suggestions on how to continue to build my book. I'm still relatively new to having my own clients and keep getting in my head that I'm not doing enough and growing quick enough.

like

Anyone tried “LeadJig”?

like

Anyone here tried Luna Patch? They have a money -back guarantee but I'm still curious. Just saw it in a store for the first time

I am currently in Mutual Fund Services with about 17.5 months under my belt. I’m trying to transition into Wealth Management, and have an interview for a Wealth Advisor Associate position soon. They say 70k-100k but not sure what I should be asking for. Any advice?

like

What's your end career goal? I'm at a loss on where to navigate my career to next

like

I’m a client associate, I just changed companies and I’ve realized I probably made a mistake. I’ve been an associate for about 4 years, is there any other positions I would be qualified for? I feel like I want to do something different.

like
Post Gif
like

Financial Advisors & those in similar roles. What more would you like your registered assistants/associates to do to support your business?

like

Anyone use Adri Miller!

Has anyone here attended any conferences related to our field? Looking to attend one and think it can be a networking opportunity but afraid it'll just be a boys club the entire time I'm there

like

Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.

Post Photo
like

Hello out there!

Any ladies here at Merrill Lynch or UBS? How do you like it? What is the training program like? Pay and benefits?

like

I started working for a solo-preneur (so it's just us two) last year and after several very open and honest conversations about workload capacity and boundaries re: my schedule, I don't think I can see myself here long-term. However, I feel really bad because of the timing (there would never be a good time for me to be replaced) and what I would be doing to the owner (pushing back their personal and company goals). Do any other "feelers" out there have any advice on how to approach this?

like

Has anyone had luck meeting men at financial conferences?

like

www.pivotcitizenship.com A brighter future is aviating😃 Having a second passport is the best way to ensure a safe and flexible future for yourself and your family as well as securing a high paid job with low tax rate. Why be at the mercy of a single Government to control your destiny? As countries continue to close their borders to specific passport holders, dual citizenship is now necessary, and having two passports means always having more options. Visit our website today to get started.

Post Photo
like

I dress conservatively and wear minimal makeup but I still get hit on by prospects all the time. The worst is when a prospect accepts a meeting with you and then doesn’t even talk business :(

Does any one know If it’s challenging to get on with Deloitte in one of their consultant investment management roles? I’m in Operations and would love to get into consulting and wondering if it’s out of my league

likehelpful

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

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

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