CFP B/D soon going Indy RIA Hybrid - looking to acquire books of business in North Metro GA, Or throughout the southeast specifically GA, FL, SC, NC, TN, or AL, or TX. Contact me (678)994-6448
James

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

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

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.

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. 🤦‍♂️🔫🤢

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?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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

26 y/o JD, CPA, CFP --- what are my odds landing a career with the FBI?

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?

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

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

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!!

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

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

Thank you so much.

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

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

*** 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.

What's the timelimit for accepting the offer letter from EY GDS?

What kind of interviews can I expect from Infosys as a java dev with 3.5 YOE?

Hey Amex peeps, does the Pay Range Tool available in Square indicates the CTC or just the Base salary?

Thanks in advance 😊

Any insight on moving from consulting to relationship management?

Does Cognizant reimburse monthly Broadband expenses?

I cleared Accenture interview and today got an email to upload documents on their portal. Also, got a call from HR and she asked about the salary expectations and other details. And few minutes later I found that my profile has been put on hold.

question is, they will negotiate with me or they have rejected my profile ?

I joined KPMG a while ago from federal consulting. Federal consulting had super good work life balance but I’ve been working at KPMG strategy for a while now. The hours are wild, my managers expect perfection, and I feel like it’s all meaningless. Does anyone else feel like this, how have you dealt with it, and is it like this once you go into industry?

What value do brand strategy consultancies like Siegel+Gale, Landor, Interbrand, etc bring to the table? Doesn't what ultimately get implemented by ad agencies primarily influence the brand strategy?

What are some independent pharma agencies? Tired of these holding companies holding my money.

What has your experience been with new job offers and counter offers from current employers? In my opinion, if I’m looking to leave it is because I’m unhappy and excited about the new role I’ve been offered. I’ve never been interested in a counter offer and it seems like it would ruin relationships with both employers. Interested to hear others opinions!

Hi, I am new here. Would anyone mind 💟-ing this do that I can send DMs? Thanks!

Indochino for suits? What are the best options for slim fitting suits under ~$800 each

Question for those who are married or about to be : how did you know he/she was the one? And how long did it take you to realize it?

How is FTI san francisco?

Is it worth it to spend 12 hours in Tokyo for a layover? Would need to change airports and would want to see something in the city. Otherwise I can book a different flight

My confession is I have always had very competetive and hardworking close friends around me with whom I felt amazing to compete, do more and be the best. A few years back we all made to different countries, now I achieve far less than my potential and find it hard to be as efficient as before. How to fix this?

hi,
i got a offer letter from hsbc before baground verification but i taken education loan for my MBA this year 2022 but my tenure to pay is not occurred. i had credit score of 728 . is there any chance of getting revoke of offer letter

I've noticed that my coworkers tend to work more on their own than with others, even when they're all in the office. Is this normal? I feel like it would be helpful for everyone to talk about their projects more often—I mean, what if someone else has solved the same problem you're trying to solve already?

Hey Fishes,

Any idea on salary range offer for B8 level at kyndryl.

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.

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

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

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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

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?

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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

Thinking about leaving the wire house channel in about 4 years time and I should be at $900k In production. I’ve been looking at Ameriprise recently since I like their approach to “supported independence”. Curious to get current Ameriprise franchise owners thoughts and experiences on the firm and affiliation model.

looking for guidance on purchasing books of business. Succession Link has proved fruitless. Are their introducing brokers/consultants that can guide us? We are looking for any size book, in the Midwest.

Anyone in SE Louisiana looking to sell a book of business?

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Selling structured book of autocalls

Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

Anyone looking for a junior partner in Kansas City area?

Any sellers out there? Where do we find the old dudes?!

Anyone in metro DC looking to transition out?

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