{ "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?

Posting as :
works at
You are currently posting as works at

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.


Additional Posts

How great would office emojis be in this app?


Hi everyone! :)


What are some good companies to work for in Dallas?

Fhhbbbbjjnnnnnnsn dnnsndjjjd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd djjfjdjjdndndnnfnd now djjfjdjjdndndnnfnd do. D dndnnfndnnsdhjdjdjdjnd


Salary ranking by firm: 1) Deloitte 2) Accenture 3)Bain 4) BCG 5)McKinsey 6) Strategy& thoughts?


Last Friday I fulfilled a dream with an offer from BCG. I dropped out of high school due to a drug problem and made a real mess of my life, and managed to get back on track. I didn’t think I’d do it


How to know if we've been selected for the H1b?


On the bench because the next engagement team didn't get the client to sign off on time. PML suggests i take PTO. Utilization tanked for no reason.

There are three aspects of project satisfaction: 1. The work you do. 2. The people you work with. 3. The location Pick two.


Hey FB fam, does your firm count PTO against your utilization?


Blue Cash Everday or just the Amex Everyday CC ? Which one is better ? Benefits ?

Hate it when internal PMO asks me to update my workplan-which should be 1-2hrs but is actually a 5-8hrs job. Let me do my fucking job! Client wants me to get shit done not trackers and it's not urgent


So, Tiger Woods' mug shot from this morning is one more reminder to carry a hair brush and a fresh shirt if you're going to do something stupid. Is it just me, or do mug shots make you look guilty?


Glassdoor hasn't been very consistent... What are bonuses like for Senior Consultants at Deloitte? Same question for consultants? (no MBA)


Layoffs are happening in Accenture. Some people were informed today.


When you're wanting to schedule some PTO but the timing is never right and you can't figure it out if it'll hurt you. Any tips?


Returning to the client with backup after they make an absurd out of scope ask 😂

Post Photo

Nothing shits on your weekend like a bad client status call at 5pm on a Friday


What are your rankings for preferred seat mates? Mine are (descending order): 🔥 chick, very thin person, someone who's good to network with etc.


Just curious: does your firm offer reimbursement of gym memberships as part of the employee benefits? If so, how much? #HotelGymHasNoWeights 🙁


New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

{ "isSet": true, "allowed": true }

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or