{ "media_type": "text", "post_content": "You deserve clients who lift you up, not tear you down.", "post_id": "5c92be5d5d3f35001c4e7153", "reply_count": 2, "vote_count": 7, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

You deserve clients who lift you up, not tear you down.

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

And by lift, I think your saying LYFT?! HaHa, I couldn’t resist! 😂

Recently realized I don’t need to bend over backwards for my clients and it’s been a weight off my shoulders

Additional Posts in Financial Advisors

Anyone based in Beirut, Lebanon? Would love to learn more about consulting environment there.

Hi guys, what would be a reasonable salary expectation (base, not including extras or perks) for an EP position at a small privately-owned digital shop in SF?

Someone with a role open wants me to DM them on here and I REALLY need 10 likes. Can you all help me out?

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Has anyone learnt ballet or contemporary dance as an adult? I’m really interested in learning one of the very graceful dances but don’t know how to approach it

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Any thoughts/recommendations for home warranties? Closing in a few wks and I’m looking at Super Home Warranty.

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Today I had call with hr she said they can give 9.5 lakh fixed +30 k gratuity and 3.5 lakh fixed.Is this good package for 3 years 4 month experience if my current CTC is 6.1.How much variable I will get in 3.5 lakh?

Writers who write for fun: what are some of the most inspiring books you’ve read that have influenced your writing?

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Hello guys I will be joining PWC india kolkata location. Can anyone please let me what all welcome gift they send apart from laptop?
I have seen few posts where new joinee from PWC sdc getting lots of useful electronic items as welcome gifts.

Is this same for PWC india guy? 😊

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Why is this bowl so dead? Where are my fellow Salesforce consultants?!?!

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Commuting to NY is getting worse every week. This can’t be good for NJ real estate market.

Post a pic of your home office setup! Let’s show everyone who’s creating back problems for themselves!!!

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Very random, but does anyone know of volunteer or paid opportunities with the US national parks...? Ideally west coast but I’m flex. I’m likely going to grad school in the fall and hate my current job. I want to look into doing something that would bring me happiness for a couple months. Thanks!

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I’ve worked at the same hospital 17 years. I’ve been in case/UR for almost 8. I make 32.00/hr. I have trained several nurses, and a few years ago heard one on the phone talking and she was making almost 9.00/hr more than me. My last review I told them I knew I was at the bottom of the pay scale and wanted them to review my pay. I have not heard back yet, but I’m about ready to jump ship. Bedside nursing received 2 raises during covid. My department did not get it, despite going to the bedside.

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As a junior level account person with 2 years in the industry. is it in the job scope to be working across 3 large clients? I feel like I am overworked and underpaid. Just looking for some insight from people who have been in the industry for a while. I don't feel ready to be promoted, however working across 3 clients at my pay makes me feel entirely undervalued. This is the case because of the agency being understaffed and leadership believing I am capable of this. I would love some insight

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Hi! I've spent the last year trying to break into UX research and/or a Jr design role. I have 10 YOE in DTC Customer Support / Experience management. I am certified in UX Design by General Assembly. Since then, I have picked some small freelance UX research and design projects, but I haven't been able to get my foot in the door at a larger company. Anyone else make the jump? All tips and leads welcome!

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upliftinglikefunny

Looking for a WFH position (no field visits) for RN in New York. Any recommendations?

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And then there is this bullshit

Post Photo
likefunny

How many snapshot requests did you receive today?

Post Photo
likefunny

Additional Posts (overall)

How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.

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Anyone try sell someone that hates the firm you’re at which has nothing to do with you?

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It’s just me & sometimes I need help making calls to clients to schedule meetings or other simple things. I can’t really afford to spend a lot but are there any good cost-efficient options for this?

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Tips for *cheaply* moving cross-country?

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Has anyone ever used advisor law to get there FINRA record expunged?

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

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How long is your commute?

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According to new rules, if you have a CFP you have to give up your 7.. Correct?

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What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

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In today’s society, everyone should take an intro to programming course.

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Is it ok to have a small nose piercing? Or will it cause me to be perceived negatively/possibly harm my potential for connections/networking/opportunities?

likehelpful

I've had a pattern of terrible and difficult clients. Want to give up.

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About to turn 30. Even if you were healthy, what changes to your lifestyle did you make? Were they for physical well being or emotional?

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New FA here... When you do get a meeting locked in with a prospect, how do you conduct your meeting? Do you use an agenda? Do you talk about your firm before you ask questions about the client?

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Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

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For clients who are looking for online options to purchase life insurance (PolicyGenius), where have you been advising they start?

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Recommended software for bucket ladder income planning strategy?

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Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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Burned out as a Financial Advisor and think it’s time for a career change, but it’s hard looking to start over somewhere where it is not sales that makes over $200k. Any tips or suggestions?

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Year 3 at all RIA firm specializing in middle class union members. Almost at tipping point and wife is getting frustrated. She doesn't understand how this field hits a point where growth is

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