CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?

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. 🤦‍♂️🔫🤢

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!!

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

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?

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

Best study guide for CFP?

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

*** 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.

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

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.

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?

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

Thank you so much.

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 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.

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?

Anyone know about Google’s Org Development group? Thoughts on the work the group does, the culture etc?

Do IBM , Capgemini blacklist candidates if they do not onboard despite accepting the offer ? Let me know

Is publisis sapient a good company to join.. Coming across a lot of layoff news on LinkedIn. I have an offer from sapient (YOE 4.2). Shall I join ??

How do you know that this is your person? Can you choose someone even though your ideals, philosophies, and lifestyle are very different or are you essentially settling?

Are poppers bad? Are they frying our brains? Post your thots below

Any ladies want to go to happy hour tomorrow? 💁‍♀️ here

Is it too late to get biontech stock? Seems like we are going to get vaccines for Covid on a regular basis?

Any advice on TTC after ectopic pregnancy? Seems like it won’t happen for me. It’s been 7 months

Has anyone been Veeva certified? If so, what did you think? Have you seen any ROI yet?

Is cognizant offering permanent WFH option for new joiners?

Anybody have any dramatic resignation stories to share (you or somebody you know)? Am having one of the days where I am just sitting, fantasising about handing in my resignation letter.

Quality engineering VS software engineering. I am currently a quality engineer in medical device. I have 4.5 years of experience. I’m stuck between getting a degree and continuing in quality / manufacturing or switching to software where I know money is great. Thoughts?

Just signed an offer and moving to Chicago in about a month. Unfortunately, I don’t know anyone there. Any best practices for finding roommates?

What would be the CTC for technical lead role?
They are giving 15 percent variable as well.

Will I get 100 percent variable on quarterly basis or not?
What's you experience with Infy?

Anyone have insight on Adams and Reese (culture, pay, hours, etc)?

Best place to get eyebrows done in the East village area? Recently moved to the city and have to find a new place to do them. I have thick eyebrows and would like to keep them that way 🥴

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

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.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

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?

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

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Best technology to use that LPL has?

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

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?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

What is the most expensive thing you have ever bought? How much did it cost you?

What are some of your “schooling the client” moments?

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

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?

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.

*** 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.

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

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?