How soon did you start your CFP & other credentials?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

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.

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

Average salary for a Senior Associate who’s in the process of getting their CFP?

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

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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

Best study guide for CFP?

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

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

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

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

I’m a CFP® and work as a test engineer for financial planning software. I’m pretty new to the tech space, and wondering what jobs might be out there in the fintech space as I gain more software knowledge. It’s kind of niche working in financial planning software as my background is financial planning. What kind of jobs are out there that might translate well and would have good earning potential?

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

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

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

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?

Where do you get your cheap flights, y'all?

Hi, I am currently working as incident manager looking for job change can someone refer me. thanks!

I’m seeing most of the commission only jobs are mainly cold call sales. Is that the industry norm? I’ve only done inside sales salary + commission.

Which cities have the largest foreign (Carribean, African, Afro-Latino) populations in the US?

HI
Im looking for opportunity in react js. can anyone refer me @Mphasis
Have 4.5+yrs experiences.

TIA

Has anyone worked directly with an Instagram type Content Creator to shoot and edit OLVs? I have a job coming up where the target market is teens and they want to connect in an authentic way. Plus as always they are saying no $$$. A friend did this happily in Europe. Would love any tips or suggestions from this group. Thanks!

Would love some advice / thoughts. I went straight from law school to a corporate legal department in house for an asset manager. They like “home grown” talent and I “be worked hard and risen relatively quickly (AGC in 9 years). I work hard and get a lot of complicated deals done (structured products and private funds). I can’t shake certain people (in compliance department mainly) thinking I don’t have enough experience to do what I do because I didn’t come from a law firm. Any advice?

Hi fishes,

module lead, Band C3 in mind tree with 8.3 years of experience as a front end developer is it good to join, they offered me 40% hike.

de Blaiso says we’re on track to hit orange zone of restrictions post Thanksgiving which means no more indoor dining among other things.

The metric they are using is % positivity rate.

My question is this - is this a fair metric and if not what is a better metric to compare if it’s getting worse and we need social controls?

I only got tested when I traveled out of state for wedding and thought I was at a high(er) risk for exposure. Tested positive but I was already expecting that. (Contd)

Hi All,
I have a 2015 BMW 328 xdrive. On my way back from a weekend trip I got a 'Chassis Stabilization' error on my screen with the Brake and ABS lights coming on. Can't get it looked at today because it's a Sunday, but can't stop stressing about it. Has anyone encountered a similar error message? What came of it?

What isit like to live in auckland NZ, what salary range would give you good access to a decent standard of living if you have no family

Trying to transition from my full time job now to freelance. Anyone hiring? Good recruiters you know? 8yrs exp, background in tech/strategy/creative, worked in both small and large agencies.

Do you get a bonus? How much? Do you count it in your salary when posting here?

180 base, 50 bonus, plus 50-75k profit sharing and 50k equity a year.

Still feel underpaid on initial base salary :/

Making a switch form Android to iOS. Whats the best way to get my backup messages on to the new device ?

Hey all! I have an interview with
Deloitte in Regulatory Risk and more precisely in their Investment Management Services team. I would like to know if anyone
knows what the job entails exactly. I keep hearing about people "fooled" into taking a job in risk advisory thinking it'll really be advisory while they only end up doing IT and Audit support (which I do not want to do).
Is it the case here?
Thanks!

This is the great resignation, right? Thoughts on jumping for the fourth time in seven years? I’m chasing the pay to get to where I want to be and have an offer but am getting reservations on making a move within a year. Appreciate any similar personal experience.

Hey guys! Can someone tell me the difference between CG and CG Invent?

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

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

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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?

What is the most expensive thing you have ever bought? How much did it cost you?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Should people be fired for lack of people skills?

What are some of your “schooling the client” moments?

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

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.

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Best books you read this year that aren’t about sales, marketing or prospecting?

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

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?