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Should a Charterholder in a FA facing role in AM list the CFP on his card?
So, I work in a non-sales, but licensed role at a major AM firm. I interface with the wholesalers providing technical support for sales several times a month during sales to FAs. I got my CFP about eighteen months ago, because I knew all the material from a prior job, and work would give me time off...
Full name or shortened version of your name?
Say your name is Andrew, do you go by Andy/Drew or Andrew in the workplace? I feel like a shortened version is friendlier and helps you build rapport with colleagues/clients (which is extremely important when you are facing clients a lot)... while a full name is more "uptight" and "professional"....
What Kind of Business Card?
Is there any business card template that is more suited for people seeking Investment Banking positions?
Come say hi to my business card holder
This thread is for my fancy card holder as shown in the pic. I opened it again last night while I was sitting quiet and had a recollection of the relationships I’ve built over the past few months, with a very complicated feeling. I found my sources were predominantly from the following firms (no...
Business Cards: Do you use your legal name or nickname?
For people with foreign first names or who go by a name different from their legal name, which do you put on your business card? Or do you put both
Business card question
Hello all, quick question. I am interning in DC this summer and my supervisor took me to a couple of speaker events. He knows a lot of people there and introduced me to a bunch of his colleagues and friends which has been good. Today, one of them gave me his business card. We only spoke for about 2...
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