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.
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.
If I'm looking to have the CFP completed 12-18 mths from start date, what would be a solid prep course/program you guys would recommend? Any pref to online classes vs. in-person classes?
6 week cram sesh for CFP. Any recommendations?
My company offered to pay my way through the CFP program, on the contingency that I will pass and also stay with them for 10 years after the fact. Is this normal? It seems unfair to make me pay them back down the road if I decide to take a better opportunity. It’s a small business that is worried I will leave.
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?
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
The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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?
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.
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
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
Is the cfp as hard as people says it is?
At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.
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.
Capgemini Invent hiring across all roles, sectors and most teams — happy to chat about our work, culture and why I picked Invent 5 years ago (Cap Consulting back then) for those who are looking to make a change!
I work at a Tier 2 strategy house. Whenever headhunters contact me, it is either for another tier 2, a boutique, or occasionally a tier 1, but never a big 4. Anyone else experience this? Why?
I am an intern and about to start my tax internship this summer. But I am really interested in doing advisory and not tax, what should I do? I don’t wanna ruin my chances of getting an offer
Hi all, I’m looking for recommendations of tech/ automotive companies that allow working fully remote. I’d really like to move out of my current company but can’t do so for the next two years because my spouse is going to school here. Any recommendations on which companies allow working fully remote (at least for a couple of years until I’m able to relocate)?Apple Cruise Automation Google Amazon Waymo LLC
Had an intern whom I could not recommend for hire. She didn’t report to me directly so I never gave her feedback directly. She just asked if she can list me as a reference How would you respond?
Senior CW w/ 5 years experience in NYC and MIA?
Anyone know Accenture’s PTO Policy?
Hi all! For an experienced hire as a Human Capital Consultant at Deloitte, what should I expect the salary/sign-on bonus to be at a MCOL city? I have approx. 3.5 YOE (non-consulting), MBA and MS degree (non target school) and also SHRM certified (which is probably irrelevant for the role but thought I’d share anyways). Already did my research but the range is kind of all over the place for experienced hires so just want to have a ballpark. Thanks!
What does it mean if you get rejected after a phone screen? I always thought you were supposed to pass them and they were simply a formality. But getting rejected after two phone screens has me concerned. Is it just a disconnect between recruiter and the hiring team?
Anyone have experience moving from a mid-tier firm to B4? What big differences have you found in work load and stress level if any? Is the switch really worth it. Currently A2 and on track to S1.
I’m paying $1600 a mos for my benefits and that’s with a $9k family deductible. Is that what you are paying too?
Finished “on-site” interviews last Wednesday. Would I have heard if I made it to the HC?
My new firm has a large real estate deal practice. There is one regulatory portion that they refer out because they don’t have the expertise. I have that expertise and want to develop a team to handle. What are your thoughts on origination? They’re not my clients but it’s a new line of income for the firm. Yes, I know the “talk to them about it” answer, but I’m more interested in how other firms handle these situations. Also, I’m not a partner.
Need credit card advice - what would you recommend if I don’t plan on using my points to travel and most of my spending is on groceries, going out to bars and restaurants, and online shopping? Currently use the Uber card which has significantly declined in value since I got it. Thank you!
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