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.

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.

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?

Best study guide for CFP?

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

Best study guide for CFP?

Any recommendations on prep courses for CFP exam? Taking the exam in March

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

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.

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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?

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

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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.

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

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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

How much would a CD earns in an Singaporean agency?

I see several AE openings at FCB. Anyone know what the accounts are?

Hi,
Looking to find out realistic salary of VP's in technical roles at Barcalys in London area. I've been working at Barcalys for 7 years in Infrastructure engineering roles , I feel like I am getting underpaid, I have no realistic reference since this is my first fulltime job.

Any ID attorneys get their CPCU? Trying to make myself more marketable as claims counsel or in-house for a carrier (not doing ID).

MBA admit here and have to put down a deposit soon, having serious cold feet right now due to the covid situation and potentially having to start virtually. Would love any perspective on how it's been particularly socially and what your schools' outlook on the fall is

Situation: got an offer from firm X; highly likely to get a better offer from firm Y but official offer would take a couple of more weeks in best case scenario. However, firm X’s offer validity about to run out. Would you: (1) accept X’s offer now but rescind later if Y converts (2) ask X for additional time to decide (they’re “prestigious” and may not offer additional time...) (3) Play straight, decline X and hope Y converts (4) any other creative ideas ...???

What are raise amounts or percentages per year?

Want to start doing something more meaningful with my life, where do I start?

Anyone know what percentage of raise to expect from SC to M at Deloitte? Wondering if it’s worth getting hopes up?

Can someone explain how billable hours work? At a new agency and although I had to fill timesheets at my previous agencies, they were mainly used to ensure we weren’t over servicing a client/for setting the appropriate retainer for contract renewals. I asked ppl at my agency but haven’t gotten a proper explanation. I get the impression that billing to the agency admin code isn’t recommended, and my manager said he bills everything to client codes, but that doesn’t make sense to me .

I’m a second year in general litigation. I’ve been drafting briefs, memos, letters, motions, etc. but I’m getting the documents back with a lot of redline. From what I see, majority of my research, thoughts, and substance is there but it doesn’t feel good seeing all those redlines. Is it normal to see all those redlines or am I doing something wrong?

Does anyone know if internal recruiters get extra compensation for bringing in a candidate to a team? Like some sort of commission like external recruiters?

Can anyone tell me what is the notice period in optuminsight chennai

Hi Team,

Few days back I had a post stating that I would be joining one of the consultancy by end of this month, my question was will my joining date be impacted due to the current tech layoff. Is there a way that the new employer can monitor the post and take necessary action?

Are bars now open later in the city? Saw people still hanging out at places after midnight, on my way back from a friend's. Curious what the deal is

TRON correction anytime soon or buy at .20?

I have 4 years of experience. Ihave a job offer from cisco as Grade 6 software engineer with 17.8 lpa fixed, 1.34 lpa variable and 3 lakhs JB. I have another offer from publisis sapient with 21.5 lpa fixed and 1 lakh JB. Which offer should i take?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

who is your main custodian... and what makes them good/bad.

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?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Sometimes I feel like I am a drone that just works all the time and I have no friends.

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

Anyone ever work at First Command as an advisor or manager position?

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?

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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?

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