Finance

Am I showing my age? 😄 I interviewed a young candidate for a financial advisor position & explained that the first 3–5 years usually require long hours & a lot of networking to build a book of busine...

🤔 Is loyalty to your employer ever actually worth it?

It’s been awfully quiet this week, so let’s stir things up. 😄 What’s the wildest thing you’ve ever seen happen at work? I’ll start: Two married coworkers had an affair… it didn’t end well. They were...

At my first probation review, I asked for regular feedback so I could address any issues early. Instead, at my second review I was presented with a long list of concerns that had never been raised, in...

Meeting with HR this morning… Seriously??? Compliance/Ethics Question: Imagine you’re traveling on company business. Your employer purchases an economy ticket, but the airline upgrades you to first ...

Has anyone here ever taken a mental health day without calling it that? I feel like a lot of people need them but don’t always feel comfortable saying it directly. Do you think workplaces are getting ...

Would you take a better title if the substance didn’t really change? I’m curious how much people care about title inflation. Some firms hand out impressive titles that don’t match pay or responsibili...

Is getting a job at New York Life a scam?? Like i’ve heard horror stories. Are they true?

Why do some advisors think yelling at staff is acceptable? Money? Ego? Power trip? Then they wonder why assistants keep quitting. Just watched it happen again. This one lasted 4 months. I expect her r...

Curious how others would handle this… You’re in an important meeting with senior management and notice your boss has a big piece of spinach stuck in their teeth. 😅 You’re the newest person in the roo...

The older I get, the more I realize that career advice from successful people can sometimes be really unhelpful because their path depended on timing, luck, or a very specific environment. Has any com...

Be honest: do you think job hopping is still the fastest way to increase pay? Internal raises often feel modest compared to external offers. What’s been more effective for you?

🤔 Do you actually enjoy your job, or is it just something that pays the bills?

Are we getting to the point where AI is becoming a crowded trade, or do you still think we’re in the early innings? How are you positioning client portfolios without simply chasing performance? I feel...

Compensation aside, flexibility has become one of the first things I look at in a role. It affects daily life in such a real way. What’s one non-salary factor that now matters more to you than it used...

My husband was terminated from his position in wealth management back in November because he indicated that he has an associates degree but it had not been awarded yet. This degree was not required fo...

How do you overcome work anxiety? It’s not even about the Sunday scaries at this point. I am stressed all day at work and when I get home I am stressed about the next day.

I’m curious whether anyone here has switched jobs primarily because of a manager, not the company itself. A bad reporting line can make a decent role feel impossible. Was leaving because of your boss ...

I recently watched someone on my team get passed over for a promotion despite consistently doing great work. It made me wonder how much visibility and office politics influence career growth. Have yo...

I’m curious whether anyone here has regretted chasing comp over culture. The extra money can lose its shine if every day feels heavy. Was it worth it in your case?