Who uses a free CRM? Pros? Cons?

I was told by my manager that I’ll be getting a promotion and a comp raise about a month and a half ago. It hasn’t happened yet and he keeps saying HR is slow to respond. Is there anything that can be done or do I just keep waiting around?

How do I get rid of a reputation?
Unfortunately, I’ve overdone the booze several times, including once with people outside our company. I’m early in my PE career and I know how important reputation is. What can I do to deal with this?

Does anyone have experience working for or using Sylvan Learning Centers?

Tcs Hr has said to me that you will receive welcome mail by today EOD. What time frame I can expect the mail.

Did any one tcs joining changed in portal from dec to jan... pls check and comment

Hi, what vendors do you like for 360 assessments?

Any on Forward for Health Care?
New here to Fishbowl so first post.
Interested to hear if anyone is using Forward for their primary health care service?
Thinking about joining.
Interesting subscription based cost model but basically pushing interactive, team based approach to long term health care with a good blend of tech and analytics built in.

Can someone inform me of the average salary for a Workday HCM Recruiting Functional Consultant - Sr. Associate @pwc

Is there special experience or knowledge you'd need to be effective at a GCD level in Pharma? Or is it like any other account, just different products? I'm considering making the switch from general market advertising.

Who day trades / swing trades with another job? Any tips?

In particular wondering if it’s a sustainable side income or just for fun, and what are you trading (stocks, crypto, forex, futures, etc.)?

At a different job I had a customer trying to swindle me in telling me that there was a deal in an item that never had a deal or promotion for sale so he made me scan the item 20 times before believing me. Obviously, he finally let it go but I scan it with an inventory scanner that showed me all of the sale price promotions if there were any

Any recommendations for a us based appointment setting company? I’m looking for a leader in the industry.

Grant Thornton Public Sector -

Hey everyone. Would anyone at GT public sector provide me with their experience at the firm? What are some good aspects, bad ones? Any particular team you'd avoid?

What is the Salary bracket one should expect from Big 4 for 5.5 years experience in Data Engineering?

Need help guys: LLM in International Taxation: NYU ($65,000) or UF ($22,000)? Is it worth the extra 43K for a NYU degree? If you’re recruiting someone, does it matter to you whether they went to UF or NYU?

Any recos for a fee-only financial advisor that’s under $300/hr? Need to understand sole proprietor/small businesses.

Hi , How much appraisal hike Accenture provide in dec cycle and June cycle also provide something
?

Who wants to be a millionaire?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

For those of you who have dropped your series 7 and went fee only, what would you say has been the biggest advantage? I want to be able to truly serve our clients as a fiduciary. Has it been beneficial to your practice?

How old were you when you bought your first house?

Anyone knows about the base for chase PCA?

My dials are getting better. But one thing I' m struggling with is the follow up call. I don' t even know what questions to ask. Any ideas?

If you were in front of a prospect and you had to explain the benefit to THEM with dealing with an advisor at an Indy firm vs a wire what would you say.

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

Is there anyone here who understands and / or believes in cryptocurrencies like Bitcoin and Ethereum?

What's the funniest reactions/responses you've gotten from a prospect on the phone? One guy told me, "I hope you and your family die"

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

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

What are the best words of encouragement you've received when feeling discouraged about this job?

If you have an attorney who you're friends with and a doc who has a practice in the same town, what are the best ways to work with these guys to bring in clients if you're a rookie in the business?

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Is the CFA worth the depressing 3+ years of studying?

Pulling over 2 million this month from fidelity. They have no advisor since the guy on their statements retired 5 years ago. Wtf!?