Join our discussion about how to manage clients and work/life balance at the same time.
How to build your client base, and break the mold in this evolving industry.
I did an internship in wealth management, and it seems like a really fun track with a good work/life balance. But I'm afraid of taking responsibility for other people's money. What if I lose their life savings?
My aunt is a financial advisor, and she seems to make really good money. But it also seems like she is always hustling for new clients and it can get awkward. Is it possible to be a good financial advisor without being too pushy?
I'm still in school and would like to start my career as an FA on the best foot -- Which of these companies is the best places to go? Are there any real differences? Trying to choose on whether to target one of these companies more than another: Edward Jones, Morgan Stanley Smith Barney, and UBS
How important is becoming a CFP? I'm hoping to figure out whether you really will make more money with this certification and whether to make the investment in studying for the exam. I've already gotten the work experience part of the requirements under my belt.
One of the partners at my wealth management company is probably going to be retiring sometime in the next few years. I've always had a good, collegial relationship with him but I'm trying to figure out whether I should explicitly ask him what I can do to potentially inherit some of his clients -- is that too straight up and explicit?
I think this is an apprenticeship business and if you're not sure if this person is going to make referrals for you, then he probably isn't...I think you'll need to really work on making it clear you're looking to expand your book and spend more quality time with him while he's still working. That's not quite the same thing as asking him for referrals but still makes it pretty clear.
Can someone add rci at the end of there family medical leave to further bond with there child
I work for a small consulting shop, and my boss - the owner - is so hard on me and the other employees. She seems to actually try to make someone on her team cry. I feel like I'm learning a lot and I'm grateful for the opportunity to work with top-notch clients. But I don't know how much longer I can last here. Should I stick it out?
I'm getting ready to come back from maternity leave, and one of the senior female partners just pulled me aside and told me I should expect to travel more when I get back! I'm already having a tough time with going back to work, and now I'm just feeling sick. Any advice?
Whenever I'm working on an engagement, I go above and beyond to build strong relationships with the client and sell additional work. But I always feel like men get the credit for selling instead of me. How can I claim credit without seeming petty?
This is something that I am trying to work on the approach to this myself right now. One thing I notice about men is that they are very good at self promotion whereas women sometimes have their heads down concentrating on the job in hand. Networking and self promotion is as equally important for your career as getting the job done.
Observe what is happening around you when your colleagues are achieving this credit where might not. What are they doing that you are not?
Here is a real experience that I have observed a few times for example; a woman washes the dishes for a week because she knows it needs doing and gets on with it. A man washes the dishes on one day and actively seeks recognition for making the effort. He doesn't acknowledge that the woman has done this already five times that week but merely seeks praise for his completed task.
There is nothing wrong with him seeking the praise but do you see the difference? He actively seeks recognition whereas the woman has not, she has done this five times but quietly without looking for the glory therefore it's taken for granted and nobody notices. I believe the same type of thing happens in the workplace but of course on a much more complex level. You are all bidding for the same glory and you need to sell yourself.
What you might be saying in your question is your considering to fight for the credit at the very end which makes you think it could look petty but maybe you can seek the credits along the way and don't wait until the end of assignment to start to look for the glory. Obviously I don't know your exact circumstance so it's hard to make a judgement but I hope that my comments are helpful?
I was on maternity leave when Grace Hopper Conference tickets became available unfortunately. I promised my team (two other women) that we would go but am having trouble finding an "in." Does anyone know of anyone who has extra tickets? If not, do you know any other routes I could go to get some?