Financial Advisors

Who here has been fired? How did you bounce back?

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I was fired last year and it was the best thing that could’ve happened. I recalibrated my priorities both professionally and personally. I’m working roughly half as many hours in a different type of role and a much happier overall

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uplifting
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Congrats for being in a better place! Just wondering though, how did you talk about being fired during interviews?

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Fired from Target and went on to become a VP - best thing that ever happened to me!

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I almost got fired from EJ. Resigned before it got that bad. Found a new firm that’s a much better fit

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I found a great mentor at Principal. It’s less about the firm and more about that mentor. Jones didn’t say a peep when I left. Once you take a step back, EJ isn’t planning. It’s selling

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Yup... got fired... found a new job... 4 years later the ahat who fired me was my boss again because of the merger... still an ahat... put up with it for three years ... quit and went independent....

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Are there any advantages at the firm in terms of salary raises if I were to get an MBA while staying employed? Also, would the firm care about school recognition for an MBA?

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How & where to get CPE to meet CISM yearly CPE requirements?

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How much COL adjustment can you expect while working for EY if you move from a low/no tax state to a high tax state on the East Coast or the West Coast?

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What are some side hustle you guys do to earn extra cash? I know some consultants who do day trading, bar tend, teach English to Chinese kids online, etc. just wondering what are some other options.

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So th SM that I report to told me to book hotel under 200. I was talking to the PMO of project (difference practice) and she mentioned under 170. I’ve been getting hotel for 180-185. Is that fine?

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I’m going to take a couple months off to travel early next year and I’m starting to look into cell phone options. Looks like sprint and T-Mobile allow texting and 2g while roaming...

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How to induce labor naturally? Did anyone succeeded in inducing?

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Has anyone ever negotiated a job title change? I have an offer to leave IB and join a startup with about $60M revenue. I’d be the first finance hire and report directly the the VP of finance. My only issue with the offer is the title is just financial analyst, after two years of IB and having to build out this team I would like at least a senior analyst title.

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Are there any good resume editing services/companies? 8yr in consulting looking for non-consulting opportunities.

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Why is everyone so obsessed with being a high performer? I’m an average performer just trying to cruise through life..

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Do I need support from a partner to transfer office?

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I am just going through ITP now, but will be requesting a transfer to a new office soon due to family circumstances. Is it worth continuing ITP, or should I focus on transfer at my lower level?

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People talk about dollar cost averaging. But no one here really speaks about the opportunity cost of holding onto losers, e.g., BA or throwing good money after bad, i.e., sunk cost, e.g., mREITs. Why?

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Can I do a backdoor Roth at D? How do I put money in traditional IRA before taxes ?

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The Infinite Agency (LA, Dallas, ATL) — anyone have any thoughts, opinions, insights?

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