{ "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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Additional Posts

Correct font and company!

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Post without company

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14:36 gmt 😀

Recently moved to UK - What are the options to save and invest? When is a wealth manager a good idea?

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First project debrief today (just finished last week). What to expect/prepare?

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Wish I were staffed on a project in a city known for clubbing and other debauchery. Vegas, New York, New Orleans…

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

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If you were to leave consulting, what's your dream industry and/or role (excluding working for yourself)?

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Any fish at the bomba party in manhattan?

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Good exit op ideas for operations/finance consultant in Portland/Seattle region? Nike is an obvious choice.. not real enthused about that option

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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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Does Accenture consulting hiring pick up starting in September? Or should I start looking at a different time?

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Advice on how to get better at story boarding? Started in strategy out of MBA and I feel like I’m no where near where I need to be 😣

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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?

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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?

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

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🎶Everbody was Kung-Flu fighting...🎶

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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?

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Help! Ethical question (details inside)

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