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A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.
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Student Loans interest rates aren’t very high. Do you suggest paying off your loans even if you can get into one of the debt relief plans?

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What do you include in your six months emergency funds? Do you believe self-care (gym, haircut/hairstyles, nails,etc.) should be included?

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Yep do you mentally prepare to start your work week? I am using a notepad to make a list of things I need to get done tomorrow to ensure I feel accomplished. Mondays are pretty hard for me.

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What’s your general response when someone wants to invest in meme stock or some other online trending investment?

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I’ve always been told to not purchase name brand grocery when you’re on a budget. I’ve tired but they don’t taste the same! Example, we purchased the Baker’s Choice brownies and they didn’t taste like… more

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Input for JPMC Private Client Advisor. How does base work, guarantee, growing book, general experience and review of working with Chase. Thank you.

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Do you think it’s a good idea for couple to purchase a house in both names? I heard only one should be named on the mortgage in case their credit is hit later on or maybe the other spouse can still us… more

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Hey everyone. I take my S7 in 10 days. Been using STC for a month and recently shifted to Kaplan. I have found Kaplan to be more challenging and in depth. With their simulated exams, ny scores have been in … more

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Has anyone had success with lead generating companies? Recently looking into Practicess but not finding much info about them

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Can any Fidelity FCs or VPFCs share their knowledge of starting with Fidelity as an FC without a book, but working the $500K clients? Direction with F if you start this way? TIA

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Is it a good idea to lease a car? I want something more sporty like a Mustang. I heard leasing a car is a good idea if you want a new car every 3 years. The current car isn’t paid off and I would trad… more

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What are the pros and cons of debt consolidation? Would you recommend them?

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Any thoughts about the investment consultant at Sofi?

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Do you feel FA’s are dropping the ball in giving clients what they really need in a certain area?

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How much does a Retirement Planner make at Fidelity?

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When helping family and friends do you advise giving out free advice or actually have them sign up as a client?

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Does anyone have any advice on exit opportunities from PMW? I started working in PWM through my internship in college and it has never felt like my passion. Currently now I work on my companies retail… more

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Are there any good blogs, videos, or worksheets that you use to help educate your clients? Ones they have successfully used?

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Hi folks! I am a 2nd year MBA at Harvard Business School. I am working on a startup to improve accessibility and quality of care for adults with ADHD (especially for people in financial industry), a proje… more

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What would you advise? I have clients who are living check to check thanks to both cars dying at the same time, followed by their student loans jumping from $200/mo to $1800/month, are now upside down… more

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What are your study tips for the CFP exam?

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I’m a financial advisor and I do have a real estate license.

An investment firm that works in private equity and real estate said I could work with them and hang my licenses.

What is your experience wit… more

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Anyone else taking the CFP in the next week?

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I am currently working at Ameriprise as a financial advisor. We have an unlimited expense reimbursement policy for any type of client meeting.

So, I was wondering if other companies like JP Morgan or … more

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Looking for input. Worked in a smaller market at Schwab as a VP Financial Consultant. Now living in Southeast Florida, larger market, trying to get an idea of salary base to request at Fidelity. Go… more

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I’m so annoyed. A recruiter called with a position that doesn’t meet my needs at all. If I am an enrolled agent will I need to acquire FA certifications to get in the industry?

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What’s everyone’s thoughts on the In branch Bank of America/Merrill FSA? I just received an offer it looks like a good opportunity at a good branch. I’m already fully licensed. Any insight is apprecia… more

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2nd year administrative office assistant - how much PTO should I give them? Prior industry experience answering phones and running errands for FA.

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Employer’s will fire you without a two weeks notice. Do you think it’s still important to give them one?

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What are other good job sites outside of LinkedIn and Indeed?

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I left the industry and let my licenses lapse. Got laid off and now I’m looking to return. Any companies that are more forgiving in hiring folks with prior licenses?

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Is it a good decision to invest $100k in Nvidia or is it too late?

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Have you experienced any unique challenges when advising certain types of clients like business owners or high net worth clients?

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I am in the Wealth management space. I currently have a good job with a client book and am paid well. My concern is that the client book is not technically mine (think of us as advising other firms cl… more

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Does anyone else feel like they should be better with their personal finances to be in this industry?

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How do you help clients stop freaking out when the market goes nuts?

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What is your commission payout for annuities vs. GDC? Does GDC vary based on different insurance products sold or is it the same across the board for you?

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Besides stocks and crypto what are some other things you invest in? I like to also invest in sneakers.

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