I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
6 week cram sesh for CFP. Any recommendations?
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
What nuggets of wisdom do you fishes have for someone who is thinking of getting a CPA/CFA or CFP deep into my career (have a different qualification). What is the most straightforward way (self-financed, since I have another qualification)? These would compliment my work as an actuary.
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Received my Case prompt yesterday AM for my final round interview at a FAANG company. My presentation is early morning tomorrow so wondering realistically how much time should they expect I put into this?
How can I impress the senior strategist I am about to soon interview with for a junior strategy role? The role is opened cause the account is in a place to train and mentor a junior. I have 3 months of strategy experience from my internship, but going up against people that have 1 year of strategy experience and scarred they would want them more since they have the experience and don’t have to train them that much.
I don’t understand how a flight from Chicago to NY gives me less miles on United than a flight from Chicago to Indianapolis?
Anyone ever dealt with fraud at Marcus? Had to call three times to get them to even initiate the process, now I have to mail in a written statement, and it can take up to 45 days for a decision. My university credit union can take care of this online in an hour. Had Marcus two years no complaints, but current setting up HM Bradley.
Any leads on fed firms in ATL hiring? Friend is getting out of the Army as an O-3 next month, he's spent the past 10 years in IT and is cleared. Thanks!
Has anyone tried Automatic Visa Revalidation reentering US from Canada on H1B after the EO? TiA
Anyone know how COVID19 has impacted business across different McKinsey functions? Anyone heard of hiring freeze, or worse, potential layoffs in the summer?
Facing a career decision: do I take the pay raise, or the position that I'm more interested in?
What salary would MCKinsey give an eh BA? 3 years work ex but still call for an analyst role - would 120k be pushing it? For reference I make 100k at Deloitte at C1
Any fun gay bars / events in Las Vegas? Here for work till Friday... p.s. I am a gay man.
Do you prefer wfh or in office, and why?
Hi TCS fishes, please help me know the estimated in hand salary for the offered ctc of 15.5 lpa (14.2 fixed) ? Also the designation is AST(C3A) .. Current YOE: 8 yrs Current ctc: 11 lpa Will it be a wise decision to join TCS with this hike?
I’m looking into exiting consulting and moving into product management. Picked up a few books to read. Would a PM certification provide a lot of value? Any other tips are appreciated! Thank you.
Back in the day, I did my own PR, sales & marketing for whatever business idea I was running with at the time. What’s a good remote sales opportunity I can do anywhere in the world that won’t be painful or too high touch? Where I can use my social & business skills (markets, law, cloud, publishing, media, logistics, algos, social media, books, ebooks, design, podcasting, marketing, press release writing, voiceover, journalism) to earn a few extra shillings?
Recommendations for a therapist in India. My father who has had considerable trauma in life has finally agreed to see a therapist but we don’t know where to start looking for one. It has taken lots of convincing to get him to agree so I want to make sure he has a good experience.
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