Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

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

33 year old with MBA thinking about a career change from financial services consultant to certified financial planner. Any advice?

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

Best study guide for CFP?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

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

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.

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

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

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

Best study guide for CFP?

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

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’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?

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?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

What is on job security for senior engineer in HTC global services if you are new joiner and on bench since 2 months ?

How is the market in Canada for BAs? I’m looking for tips and recommendation to find a job in CA.

Happy Halloween, my fellow Tech Pros! I love this Holiday, anyone come up with a creative costume to wear at work?

I work in the IC and, as many of you know, the security related paperwork lead-time between engagements can take months sometimes. Had super low utilization due to constant rotations to....

Are company time charge audits routine? I only charge what I work but wondering if I should be concerned

Deloitte forensics: How often is it that you are unstaffed long enough for them to terminate you? Does that happen often? Do they help you find new projects?

Anyone here on simple and sinister kettlebell program?

Hi fishes,
Looking for a hr job in mumbai, any leads pls?

What is the average L4 customer engineer TC for Austin, Texas?

I Want to maintain engagement and morale on a long project and staring an MS Teams Channel to post recognition and engagement events with staff. Stumped on what to call it… any suggestions? So far “Good news and more” is all I got. TIA

Hello! Would anyone be willing to give a referral for MBB or Big 4 in management consulting in Canada?

I would love to have a chat and ask a few questions. Thank you!

Looking for in-house work, feeling depressed about the options in Chicago. Anyone have any leads or advice?

I’m getting back into the design game after taking a break. I left a very toxic work environment that deeply effected my mental and physical health and took a very different job to have a change of pace and do something different. But I miss doing graphic design and creative work. Any advice with getting back into the field after being out of the game for 6 months?

Any recommendations for live online pilates reformer classes?

M&A lateral here - any insight into Latham, Gibson or K&E?

I've been a cashier for like 5 years and want to move up the chain, what do I need to learn to become a supervisor?

What is your engineering field and how do you see it changing over the next 5 years?

Outside counsel has been prepping company witnesses for a trial in August. It is my subject area so I am supervising outside counsel. I did not, however, choose the counsel. He is doing a really awful job. Co counsel is better, but not great either. Higher ups love the firm… I do not want to micromanage, but I have genuine concerns about outside counsel’s ability to try this case. Trials are rare, and I just don’t think these guys have actually tried many cases. Cont. below…

My boss is always making last minute changes to my schedule. Adding shifts or asking me to cover for other people. Any advice on how to handle this? I want to be a team player but the last minute changes stress me out.

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Looking to buy a book in Virginia. Let me know if any opportunities please.

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Does anyone know a basic rule of thumb to value and agency not just a book?

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

Anyone in Maine or New Hampshire?

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Looking to buy a book in Colorado if anyone knows of anyone

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

Anything for sale anywhere in the continental US let me know.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Any bank reps have experience buying their book from the bank?

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Looking to buy from retiring advisor in Indianapolis.

Anyone looking to sell a book in Central Mass?

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James