I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.
Anyone else take the CFP this cycle?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
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?
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
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....
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.
Need help on weighing an offer: Currently SC at 115k ~ (+25k retention), offer from Capgemini Invent at 170 for M level.. not sure on sign on bonus. Worth the switch? Any reviews of capgemini?
Does anyone know how much salary an associate consultant at IQVIA should request with 2.5 years of prior experience in consulting?
Hii! Anyone kind enough to share a template of their financial planning? I.e., budgeting, expense tracking, investment planning. Or point me to a good one available online? TYSM!
About to interview for a technology strategy senior consultant role at Deloitte but I have never done a case before. Any tips? Anything to read up on? Will the case be technical in nature or more generic? Thank you!
Is it advisable to move to Netherlands from Chennai leaving 25LPA job here on top of wife’s 10LPA job for 54000 euros post tax salary?
Any managers left companies in the middle of a project? How was it taken / handled by firm? We're talking ~10 week shorter project
Is it nepotism to ask my fiancee (my boss at work) for a recommendation to a newly opened position if I feel like I meet the qualifications?
Does anyone have a view on working at Shopify? What’s work life balance like in general and do they pay well? Looking at manager-level position in finance.
Do you call people via Skype/Teams as you would on your phone (no warning) or do you ping/chat first to ask if they are available to call?
What is the general opinion on increasing salary: is it easier to do from within or jumping to another firm?
Does delta rollover MQD as well?
I’m starting to feel discouraged in my job search. I’ve been doing ID for about 3 and a half years and I’m not sure how much longer I can take the hours and the menial, repetitive work. I’ve been looking for about 6 months and not so much as an interview. Any suggestions? Top 1/3rd of my class, Midwest market. Really want to break into Midwest big law.
Anyone else have random requirements for the schools you’re applying to? One of mine is that the school must have an FBS football team
For those who have flown JetBlue recently, have they been strict on the personal and carry on bag limit? Looks like they recently made it harder to bring 2 bags (backpack +small suitcase) and I haven't flown with them since this change
I am planning to move back to India. What is the best way to deal with 401k? Should I withdraw?
Hello, To help those losing their jobs to this pandemic, we are extending our remote job offers We are looking to train and hire cryptocurrency traders. Working from home and remotely Pay is good $800 weekly. Work 3hrs/day 4times a week
What process is everyone going through when getting out of consulting? Here's what I am thinking but honestly - no idea where to start: 1. Identify a few roles (tech program management for me) 2. Tailor resume for each role 3. Find recruiter for that role and reach out for conversation 4. Get someone to refer me in to that role 5. Get interviews? Am I overthinking this? Or missing something?
Strategy folks - how do you get good at … strategy? Recently started at a startup in a role where I’m the only person under the head of our product team who handles the strategy-focus of the company. He wants me to take more ownership from him and I want to crush it but have no relevant experience here and am still fairly junior. Any books or classes? Or is it just trial by fire.
Finally emailed HR about potentially taking short-term disability or an LOA. Feeling like shit rn. I'll try to keep this updated regarding the process.
Hi fishes Anyone's aware of hexaware recruitment interview question pattern for manual testing??
New to Fishbowl?
unlock all discussions on Fishbowl.