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CD salary in SF? Mid size shop
Heyhey.
Looking to hire a product UX/designer to freelance and help design + run ideation workshops for our Fortune 100 client looking to drive innovation and create/incubate b2c apps.
Would be great if you also knew how to set up an intake form to get a specific brief in order to design the workshop.
Bonus if you know how to design and set-up early stage usability experiments via landing pages/figma to validate problems/solutions before developing a MVP.
DM or email contact@swidia.com
Hi All,
I switched to tcs few months back ,here project manager told me that work will be in Angular but when I got into the project it was only html,css and jQuery. now how can i change my project as current one is not going along with my aspirations. It's a technology which now no one uses much . Under my current client all projects are based on that only . Plz suggest that how can I change my current project .?Tata consultancy sevices
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Big mood. 😴
A little bit of motivation for us all.

Guys Could you please help me with a referral in PwC .. preferred Location Kolkata
YOE 1 YR 10 MONTH
Technology - Sql, FTL, Jira, jenkins, Bitbucket,Agile Methodologies , Htmlcss, bootstrap, angular (beginner level), Core java
*Ready to move to New Technology
currently in notice period 29days left ..if you have anything me , please help 😊
Faced this weird behaviour from Optum recently. Gave interview for Data Scientist position. HR said feedback is positive. Asked for documents. It's been month now since I have shared the documents. I have no update on the offer. Today I called HR, she called me back saying the position is on hold due to recalibration in team, She has shared interview feedbacks to other teams and will get back to me in couple of days. I am clueless now. My last working day is approaching (In a month). Any Help??
What is the leave policy in JP Morgan?
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Best technology to use that LPL has?
And another one bites the dust
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I'm in a small town so maybe it's different but with 20 years in and a top producer most of those years this is what has worked for me;
1) I am at work all day anyway... rather be opening a small account than doing paperwork.
2) Love to see young people get started with $50 a month and see it grow. And after 20 years it's about $5k in revenue each month.
3) This years top 20 % client is different than last years... i.e. They were a small client who this year had money in motion.... 401k, sold a house, inheritance ect
4) l love working with my customers... I hate paperwork... so when my managed money got too big I hired a really smart guy to do that.
5) When I couldn't give my smaller accounts the same love and attention that I did in the beginning I hired a young smart person to work with them... I still greet them and listen in when I can but I know they are in good hands.
Lastly I grew up poor and worked for every dime I have so I try to stay away from 2nd and third generation wealthy...
@ United Planners..I've been with NYL for 28 years now..so I'm not saying I have all the answers, but that $500/mo. from that 22 year old usually works like this. They get married, buy a house, etc.. Now need life insurance. Change jobs, rollover their 401k. Have children, more need for life insurance. Parents pass, invest their inheritance. Now they need long term care...finally they retire and we rollover retirement account again. Also we start working with their children and start the process over. Just a sample of what saying yes to the 22 year old did for him and my practice.
In the early years, I built my book on whatever I could find. Now that I have a lot of 500k-1.5m accounts, I kind of wish I set a minimum of 100k. The small accounts take just as much time and attention. I have many small accounts that have potential to become much larger over time though. It’s a tough call.
Answer is.....it depends on many factors.
Sound judgement have served us better than a hard number. Though we tell people $1MM for retirees and $500k for accumulators.
However, the best answer still and old mentor gave me when I asked him about setting minimums.....he said “we help people the lord brings our way. That’s it.”
20 years later this rule still works for me!
New York Life: sorry to say but you at New York Life chasing 22 yr olds for $6k a year will not be!
You are incorrect United planners! You guys act like everyone is immune to starting in life. Some if us can actually so holistic planning vs asset accumulation!
Love it!! I’ll let you off the hook!
Just proves you can’t judge a book by it’s cover!
Ours is $5MM
I will take $500 a month automatically
deposited forever..from a 22 year old..they will end up being successful..
We choose to have a minimum. We cannot handle a lot of small accounts. We are actually considering raising our minimum to $250k. We keep a very close eye on our clients taxes and their estate documents when we invest their funds.
With DOL, fee compression, fiduciary standards and all the changes our industry has gone through you almost have to have a minimum of 100k at least to be able to manage an effective and profitable practice.
My unpaid sales staff consists of clients with little $$ I have assisted over the years. When you get the opportunity to help someone do it and ask them for their help in return.
$25M account minimum.
No minimum at Ameriprise
I don’t prospect small accounts but I’ll take them. We have a service model we give them so they know what to (or what not to) expect.
New York - Let me start by saying success is measured differently. Wholistic sounds like the right approach no doubt, but if you’re into helping the masses smaller growth clients and selling insurance while not being concerned about asset growth you may be in a great place at New York Life. Like I said we all measure success differently. Carry on New York Life; keep peddling.
GS boy I’m glad your getting all the $25k accounts; I wondered who was focusing on these now