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?
At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.
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.
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
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
Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
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? @
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
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.
*** CFP Prep Materials *** Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.
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?
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Hi, Can anyone refer me to JP Morgan, MSCI or any other firm in the Wealth Management domain? I'm a certified financial planner and CFA L1 Candidate with 2+ YOE Thanks in advance.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
Hi, everyone. I searched and didn’t see a relevant post. Is it best practice to have your video on during an entire 5-hour CLE on Zoom? Very much hoping not- if not, is there like a % that I should have it on?
Is notice period two weeks? or 2 working weeks. If you resign during last couple of weeks of the year, when project and Deloitte is shut down- what would happen?
When offered a job on the spot, how bad is it to ask for a day or so to get back with them? Do you mention any other interviews you have lined up?
Anyone ever used LegacyBox or simular digitizing services? Trying to pick best one for dad on Father's Day. Would choose Costco but that seems harder to gift
I have an interview scheduled for this Friday but I’m feeling very unprepared. I need more time to think through my professional experiences and how that translates to the role in question. How does it look if I move the interview to next Friday? Would that raise eyebrows?
Slalom manager pay ? With and without MBA? Are the long term pay scales just bad compare to big 4? I don't get why more people don't switch
I have a weird question. I am splitting my time in 2 tracks of the same project and each track has its own SM. Track 1 SM wants me to escalate against Track 2 SM for he is delinquent is providing some information. This puts me in an uncomfortable situation as I don’t want to sour my working relationship with Track 2 SM (This escalation will sure blow up) How do you handle these situations?
Is it really worth it to get your Masters degree! Or is the extra increase in salary just going to go to student loans?
Gents, how many un-buttoned buttons is appropriate on a dress shirt? Is showing chest hair a power move? Please let me know if you have any comments, thanks.
Would PwC cover my orthodontic visits? Do they give new joiners a monitor/ desk/ useful goodies to work from home? What about WiFi costs?
In early stages of interviewing with Accenture. curious about the typical comp structure for SMs? Sales targets? Utilization?
I am looking to go in-house and I thought all of the interviews went well at one company. A week after my last interview, the internal recruiter contacted me just to touch base. 3 days later, I received an offer from another company and I contacted the recruiter from the job I want to tell her and she said she would check with the hiring manager and that we should she responded, “stay in close touch.” I emailed today casually to see if there was any update. No answer, any insight into why?
Openings in PwC AC for the following roles 1. AWS Java (2-9 YOE) 2. Azure Java (2-9 YOE) 3. GCP Data Engineer (2-9 YOE) 4. Cloud Solutions Architect (11-15) 5. Cloud Data Architect - Microsoft (11-15 YOE) 6. Cloud AWS Devops (2-9 YOE) 7. ServiceNow Developers (2-15 YOE) 8. Cloud Azure Devops (2-9 YOE) 9. SAP Hybris Brim/Billing (6-9 YOE) 10. SAP BPC & GR (6-9 YOE) 11. Data & Analytics Tech - Tableau/Power BI/Qlik If interested please share your CV to firstname.lastname@example.org
Curious, are attorneys taking cases to sue hospitals and staff that the family members claim have ‘wrongly’ intubated unvaccinated COVID patients? As in they should not have been intubated? Saw a FB page where a woman is blaming the hospital staff that his husband should not have been intubated and says she has been contacted by many attorneys to sue the hospital.
What is the deal with not using calculators in case interviews? When we’re in an actual client project, we do have these tools handy.
What are you on Fishbowl?
Debate: If you’re interviewing for a new position outside the firm and the interviewer is unavailable after your billable hours (staff augmentation project). Typically for appointments (dentist, doctor), we make up the time outside of working hours. Would you A) block off the time on your calendar as an appointment and make up the 30 min outside of normal working hours OR B) take 30 minutes of PTO for interview
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