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.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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.
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
6 week cram sesh for CFP. Any recommendations?
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
Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.
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?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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...
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.
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
What is a good website to compare financial advisor options? I’m looking at individual profiles on NAPFA and CFP but I am not getting a good sense of which firms / agents are better than others.
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
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?
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
Has anyone work on Deloitte controllership? How is the worklife balance? What type of work do they do? What’s the salary for consultant level?
Curious, anyone works or has worked in the PCS group at Marks Paneth? If so, what is the culture like, perks, hours, comp for a senior? Considering on applying but just want to get some insight scoop. Thanks!
How can I market my technology implementation work for Strategy Consulting roles on my resume? My goal is to do one day lateral MBB or T2 firms!
Has anyone gone thru program manager, google cloud PSO interview recently ? Care to share some insights please.
Fishbowl happy hour in NYC? Whose down?
For referral, send the your resume to firstname.lastname@example.org. Locations: Trivandrum, Cochin, Bangalore, Thrissur, Chennai, Calicut
What do you guys use your Amex points for? I have 80k but not sure what to use them for.
If all the top consulting firms made anonymous decks or gave anonymous pitches to a client, eg no branding and the client did not know which firm made which deck, do you actually think that the client would prefer MBB? ￼ Is MBB actually coming up with better/more innovative solutions? I feel like I see many repeat or slightly altered ￼solutions on almost all of my cases, are these really things that people at Deloitte/Accenture etc aren’t coming up with?￼
Hello fishes! Any ideas of work culture in advisory as part of MC- financial management team in KPMG global services. Thanks.
Restarting an old thread: what do you do and what does the “more successful cousin/auntie’s son/daughter/family friend’s kid” do?
Has anyone gotten a U.K. Business Visa in less than 6 business days from start to finish using "super priority service" / biometrics / quick CoS / other documentation completed? Need to tell client.
Nice pens: worth the expense or waste of money?
Thinking about going to Iceland for a week next summer (assuming the covid situation is in a better place) - how much should I be planning to spend for two people?
Does anyone know how long is the H1B processing time right now ? (For new visa). My case was received on May 21st - Still have not heard anything.
Just got told by managers that my performance hasn't met their expectations. High performer last year. Am I getting fired?
Is pharma still hiring like crazy? I’ve always worked on shopper/CPG/retail and got a new job a few months ago but feeling burnt out on consumer goods and realizing that pharma/health is more aligned with my longer term interests.
Best office chair?! I’m WFH until at least Jan 22 and I need to upgrade my desk chair. Suggestions? I know the Herman Miller is awesome but would love to spend less than $1k. Around $400ish
I am clear-eyed and ready. I am filled with vigor and determination. I have had my mettle tested and have overcome challenge after challenge. I have studied my materials and have trained my mind stronger than ever. I carry conviction in my heart and a smile on my face. Yes, I am prepared to get rejected by MBB once again.
What does it mean if the hiring manager says after an interview they will contact you but it might be for a different role within the same team for the job you applied for. Is that a ding?
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