Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]

Best study guide for CFP?

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

Thank you so much.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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.

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

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

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

Anyone know of a good tutor for CFP exam? Thx.

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

Best study guide for CFP?

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

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.

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

Anyone a CFP as a side hustle?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

Any recos for directors who kill it when it comes emotional storytelling in short form content? As in :15. Mostly visual, little dialogue.

Thoughts on VCCP London for strategy?

Does anyone have any good mortgage broker recommendations that will help find a way to not pay PMI?

Looking for a short term rental. Anyone renting/subleasing/Airbnb their place? Ideally a 2Bed

I don’t make 40x my rent. So I most likely would need a guarantor. What kind of documents do apt buildings usually ask from a guarantor?? I’m asking to know if I could ask a family member or if it will be too personal and they may not want to share such documents/info with me.

Pretty sure everyone knows I’m stoned rn

Anyone received Sodexo amount credited in your account for this month??? Still I didn't get the Sodexo amount

I have issues “delegating” or simply assigning tasks, which as a Manager is a whole thing. Like I feel “bad” asking my people to do things that i know i can do but shouldn’t because it’s not up to me. When I assign a task i try to be super clear with instructions, give examples, help them get started…but I still feel bad. Idk. Anyone goes through this?

If you wold like some assistance with classroom management or even managing your owe children, check this out this resource.

How do i find out if I will be happier divorced or more unhappily staying married. 2 kids; 2 & 4 YO. They don’t hear the arguments after bed time and don’t understand the bruises yet but I know it’s just a matter of time. It would be so much harder not seeing my kids everyday than living with the pain, loneliness and lost friendships. But I’m tired. And so sad. Lost. So alone. Does anyone have something that turned it around? He changed? You changed so he did? Ayahuasca retreat maybe?

What is the base salary that one should negotiate for a senior tech recruiter in Illinois in a large manufacturing company? Looking for some insights; I have 8+ years of experience; thank you!

I found one of my coworker's anonymous Twitter accounts, and it has a ton of red flags involving bigotry, sexism, etc. It's a personal account, so should I mention it to HR or not?

I had one of those VERY nonproductive days today. I think I accomplished maybe an hour of billable work, even though I had a bunch of stuff to do. I just came off a 300 hour month, and unexpectedly got a continuance on a deadline on Wednesday, and it’s like all of my motivation leeched out of me at once.

Best elder law treatise or practice guide for Florida?

New in San Diego and want to explore the city? Me too 😂 comment bellow. I’ll send a message 🙌

Heading to Rome August 5-14. Anyone interested in meeting up for Pizzeria Da Baffetto?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?

I just finished the book I was reading. What should I read next?

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?

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

Thank you so much.

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.

I need some good career-development or finance-related books, anyone got any recs?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

What is your favorite way of winding down during the evening when you get home?

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?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

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.

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?

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

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

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

What’s your definition of good work ethic? How important is it to you?