{ "media_type": "text", "post_content": "Has anyone here worked for or used a subscription based Financial Advisor/Planner. If so what was the process like?", "post_id": "61e0619c2b09e6002bf134e2", "reply_count": 3, "vote_count": 2, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance", "feed_type": "crowd" }

Has anyone here worked for or used a subscription based Financial Advisor/Planner. If so what was the process like?

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I used financial gym for a bit. I personally didn’t get anything out of it outside of the initial review which was comprehensive. Could be more focused on clients who really don’t have a grasp of their finances.


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Correct font and company!


Post without company


14:36 gmt 😀

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when your project is over budget but somehow finds $10K for the holiday party 💁🏼


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Silly question but can someone please explain what is Staff Augmentation work? You all refer to it in every other post it seems like. 🙂


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Have 2 sites for my client . Can only get to one site on direct flights via United and other via SW. Would you prioritize direct flights or carrier loyalty?


My first reaction to any new work that comes my way is anxiety, fear and a flight response to try and get out of it. Then things are usually ok, but it’s a stressful way to work! Anyone else like me?


Which firms do strategy or implementation work in the global health space? Or provide consulting services to orgs that do this work?


🎶Everbody was Kung-Flu fighting...🎶


Hello fish – any actions on next steps for consulting sales lead at this time? Not too sure if I should follow up with content or reach out at this time. How is everyone else managing sales?


Help! Ethical question (details inside)


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