Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

Best study guide for CFP?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

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.

Best study guide for CFP?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Anyone know of a good tutor for CFP exam? Thx.

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Anyone a CFP as a side hustle?

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Differences between deals at Alix P, A&M, FTI and smaller shops like Conway, portage point, and Mackinaw?

Minor confession

I hate when I respond to a post and people keep responding to it by NOT “replying” but adding another comment. 🤡

Generally curious how many companies offer phone reimbursement? My last gig did not but the current one does. Legally it seems, all employers are required to do so if we use our phone in literally any capacity (video call, slack, teams, emails etc). How prevalent is the issue of not reimbursing phone dues?

If I resign from IBM , within 11months 15days what will happen?

Hey all,

I am a Salesforce enthusiasts and I look forward to working as a Salesforce Developer or a Business Analyst.

I look forward to connecting with you all and seeking for opportunities.

Does anyone have their PHD or DBA? If so what are you currently doing and was it worth pursuing? I recently obtained my MBA and I’m looking into some programs but trying to see what’s the best fit for me.

When does the resourcing team reach out for the documents ? My joining is on 22nd august?

What is the average time required to get canadain visa after biometric done?

Someone works at or with PwC Experience Center?

If a headhunter approaches someone for c suite position but you know a friend who knows key decision maker/chairman. Do you just bypass headhunter? Its in round 3 shortlist.

How do you explain the difference between a comms plan and a go to market plan, to people who think they’re one and the same?
(I feel like I’m speaking to a brick wall. So maybe I’m not explaining it well enough)

All the reimbursement and other stuff which goes to partner for approval , does partner actually sits and review all those and approves it or does he have any secretary or assistant to approve all that.

Currently 4 expenses(1 internet, 2 Cab, 1 Flight) which are awaiting partners approval and I am really concerned if he's gonna come shouting at me 😂

Any chance SG rental prices will be coming down soon ? I'm returning to SG after 3 years abroad and debating staying at figment or hmlet for a few months before locking down a 2 year lease.

Hi fishes,

My joining date mentioned in IBM Offer letter which I received just a while ago is second week of November, 2021. However, I have 90 days notice period. It also says to accept within 3 days and a clause is written that joining date can be revised only till 5 days. Will ibm revise my joining date ? I am very anxious it's too late so I cant even call recruiter.

Please suggest.

Hi Team,
Need your inputs. Is stability more important than the opportunity?

I have an opportunity to explore how ever it's been only 6 months in current organization.

Can I take the offer and switch? Does it affect the stability?

Please help.

Say I work in tech and have a decent finance experience. Would my 3 yoe of domain "expertise" in tech make me an attractive bet for the banks Tech coverage team? In other words, does having experience in Tech make me more hireable for IBD?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

I need some good career-development or finance-related books, anyone got any recs?

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Hey fish: what are some of your favorite business/self-help books?

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Losing motivation to keep studying for gmat and feeling burnt out at work. Send motivation!

Anyone working at Barclays Wealth Management in the UK?