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.

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

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

I am currently finishing up CFP course work. Does anyone have tips or tricks for studying for the actual exam? I am particularly concerned about the investment planning section. I have 12 plus years in the industry and CRPC. I do planning literally everyday but a test is a test and this is the module I have had the most trouble with.

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

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?

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.

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.

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

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

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

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

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?

Best study guide for CFP?

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

Best study guide for CFP?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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

Any recommendations on prep courses for CFP exam? Taking the exam in March

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.

My company is under merger with ACN. Will I get a boost in my salary after pairing my level with ACN? Current role is senior engineer with 7+ years. Which level will I fit into ? And my current salary is much lower (20k) than ACN standard. Thanks.

What kind of sectors does Accenture S&C deals into How is customer service and sales strategy team within Accenture s&c

How to become good friend of manager?

Anyone here deal with Phantom Share Agreements? Would that be in the wheelhouse for an ECVC lawyer? My BIL is being offered a job with a company and received a proposed phantom shares agreement. One condition states that he must remain in good standing with the company even after the 3 year vesting period to receive distributions. Is that atypical?

BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

Anyone experience a difficulty to move out of consulting world to industry? Especially at my level, Sr. Manager which is most of the time equal to (Sr) Director level in Industry?

Needing some likes to DM. Thanks everyone! 🙏🏼

If anyone is interested senior associate and manager roles within Asset & Wealth Management Tax or Real Estate Tax at PwC, dm me!

Our team is rapidly growing, offering competitive salaries, WFH for the long term, great performance year bonuses, real time recognition $ and amazing benefits (generous maternity leave, Flex schedule, 401k retirement matching, health insurance, student loan pay down, numerous well-being programs and support, etc)

Throwing this out there. My company was recently acquired and I was laid off yesterday. I’m currently 6m pregnant so looking for a company that isn’t going to have a problem with my giving birth in 3m (looking for a miracle). 13 YOE in Marketing (Brand, Digital, Product, Ops). You name it, I’ve probably done it. Team management exp but not required in next role. Just looking for 100% remote, flexibility, and company that puts families first and won’t give me a hard time about doctor appts 🙏🏻

Can anyone refer me in PWC India.
I am having 5.5 years of experience unto java development.
My LWD:14th September

Hey there! I am currently taking Adderall and thinking about switching to Vyvanse. Those of you that have taken Vyvanse, did it affect your sleep or caused weight loss?

Goodness. Why are sofas so expensive? I’m saving for one but looks like every company outdid each other on pricing not in a good way

Anyone a CFP as a side hustle?

Has anyone here ever been fired for being rude to a customer?

What has your experience been with new job offers and counter offers from current employers? In my opinion, if I’m looking to leave it is because I’m unhappy and excited about the new role I’ve been offered. I’ve never been interested in a counter offer and it seems like it would ruin relationships with both employers. Interested to hear others opinions!

Anyone know a good place in the DMV to take a data analytics course?

Anyone from LS hedge funds? What is work / life like? Pros and cons? Thinking of transitioning from Consulting

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

Any bank reps have experience buying their book from the bank?

I just invited a few peeps we will see if we can "come to a deal"

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Anyone looking for a junior partner in Kansas City area?

Thinking about leaving the wire house channel in about 4 years time and I should be at $900k In production. I’ve been looking at Ameriprise recently since I like their approach to “supported independence”. Curious to get current Ameriprise franchise owners thoughts and experiences on the firm and affiliation model.

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

looking for guidance on purchasing books of business. Succession Link has proved fruitless. Are their introducing brokers/consultants that can guide us? We are looking for any size book, in the Midwest.

Anyone in metro DC looking to transition out?

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

Anything for sale anywhere in the continental US let me know.

Anyone in SE Louisiana looking to sell a book of business?

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.