I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.
I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!
Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.
The idea of a CPA/CFP combo to me makes a lot of sense and seems like if someone were to market it well they could do well. Are there any that do okay?
6 week cram sesh for CFP. Any recommendations?
Anyone here taken the CFP?
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?
Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?
Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation
CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?
Hi everyone! Would love to get your input on a start up in working on in the work from home space. Can you fill out this survey? You will get a chance to win 300$ to upgrade your home office!
To stay healthy, be like the kid in this video.
Just got back to my pre-pregnancy weight this past week!! 🙌 Lost 35 lbs and 20 of them shed during covid. Took me 11 months but finally did it!! All it took was a global pandemic! Cheers 🥂
Quoted $100-120K, 10% bonus, no RSU for Sales Strategy & Ops at Salesforce (4.5 YOE). Super lowball right?
What resource do you use to look for H1b sponsored jobs? Ideally have a filter for that requirement would be nice
How do you handle when someone briefs your direct report into a new project without talking to you? Person who did it is senior to me but we have the same manager so we are sort of peers. The project makes sense for my direct report but I feel undermined and disrespected for not being consulted. Am I being too sensitive? I don’t want to seem petty but I would never bypass one of my peers like this unless something was time sensitive - even then, I’d send a courtesy note as a heads up.
If a company reached out to set up a phone interview and you replied with times you were available, would you follow up with them if it's been 1.5 work days since you emailed them and they haven't set anything up?
San Francisco fish/travelers - gotta eat at 21st Amendment. Great beer great food. Holy cow.
My H1B case got denied. What are my options ? I have a meeting with PWC Law later during the day, but I am starting to worry
Would appreciate thoughts on when to pay of student loans. Have about 40k left @ 4.5% (refinanced twice). I should be able to pay them off in one lump sum in a few months with personal savings. I’m currently paying the minimum, while saving aggressively in HYSA account , contributing to 401k to employer match, and contributing to Roth IRA. Does it make sense to just knock them out or should I increase investments focus? I know there’s likely not a “right” answer but what would you do?
My toddler is sick and at home with me. My dog just got out of unexpected emergency jaw surgery. I'm also sick, and have been consistently sick for about four weeks (just one cold after another). I'm on edge today, ready to yell even at my cat for annoying me. What time is an acceptable time to break out the Jameson?
Fish fam how much does your firm charge (if any) for processing your I140 (green card application) in premium?
What’s your price to quit right now expressed as a percentage of your total comp? Curious how this differs across firms.
Hi moms. My husband and I have decided to start trying for our first baby! Looking back, what did you wish you knew at this point in your journey? Looking for any and all tips! Thank you.
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