I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 firstname.lastname@example.org
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.
Any idea what the average compensation is for a Non-sales associate with 15 years experience and a CFP (large city)...
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.
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.
How do you answer "what is your value proposition?" Finding it difficult to distinguish myself. I'm a CFP, fee-only, and use globally diversified, rules-based portfolios but so does everyone else
First round interview with PWC, for senior associate, with a director coming up. Any tips? Operations
What happen if I sign an offer and then break it? Is there any legal consequence? I have an offer from a t2 but I am interviewing for mbb and another t2. Will I be blacklisted from the global offices? (It doesn’t seem like I can tell the ta team and ask them to wait for a month for me to make a decision)
What are common exists for healthcare strategy folks? Specifically managers - possible to go into corporate dev for a provider?
Do you think I could expense a weekly meal delivery service (it’s precooked - just have to microwave it) during busy season? Would be delivered to the office and is cheaper than ordering in.
Could anyone share some insight on compensation for manager roles in financial reporting and/or technical accounting? Curious to see what people have jumped for when they left PA for these types of jobs.
Hello Fishes. Hope you all are well. Can anyone, quickly please share what is the promotion cyle and hierarchial growth with hikes and appraisals, at every level, in EY India and Deloitte. This concern is in regarding with one of my friend got an offer of associate consultant in Assurane from both EY India and Deloitte. Kindly give your honest opinions. A quick help will be very much appreciated. Thanks in Advance. 🙏
Beginning the process of an internal transfer for an L5 BA position and the Hiring Manager gave me 6 options for locations: Nashville, Austin, Chicago, Seattle, Santa Monica, and Arlington/DC I’m in my early 20s from the Northeast Region. Struggling to choose a place that’ll be good for my career growth & be financially wise. Which one would you choose and why?
Hi Folks, How to prepare for an interview for ED-Product Management at JPMC? (Wholesale Payments) any pointers or your experience will really help...thanks for your kind support!
What are some of the top boutique HR consulting firms (talent strategy, organizational culture, organizational development)?
How many firms is too many? I’ve practiced 13 years. Since I was a 1st year associate, every 3 years or so I’ve been recruited for another opportunity that is hard to pass up. I’ve been at my current firm 3 years and got the call again, again about an opportunity that is hard to pass up. I don’t like having a reputation of a flight risk, but this keeps happening. Should I decline to pursue the opportunity just so I have a longer track record at my current firm? This will be my 4th if I move.
On business in Europe. Airline lost my luggage and said to send them receipts for anything I buy for reimbursement. What’s a reasonable amount? I’m already at 500 euros just for essentials for 2 days
Has anyone made the exit to product management either at FAANG or unicorn startup? How were you able to successfully make the leap? Any watch outs or specific pieces of advice? For reference, I am a post-MBA EM looking to make the jump and starting to prep for interviews
Was upset with raise. Just got a text from mom. Dad is in the hospital. Called. She says he's fine. Can't believe I was bummed about my raise. As if slightly more money matters.
Found out Friday that #ProjectDumpsterFire is changing strategy and getting cancelled after this phase. That's making another week of x-county travel much better because for once, #IDGAF
I left my BigLaw job earlier this year to take some time off and/or retire early. I now have an offer from an old colleague, now at a boutique, to write briefs on a contracting basis. We haven’t discussed pay yet—what would be a reasonable hourly rate to ask for?
So basically our industry decided to massacre all the vendors, big and small, through indifference? AICP calls out brands for owing hundreds of millions in late payments amid Coronavirus pandemic https://adage.com/article/advertising/aicp-calls-out-brands-owing-hundreds-millions-late-payments-amid-coronavirus-pandemic/2245621
Been on vacation for a week and I don’t want to go back tomorrow. Spending time outside, chilling with my dog and endless Netflix is so much better. 🙈
Put in my resignation.. Was my first company and feeling somewhat emotional. Even though the work wasn't good, had great teams, people and learnt a lot. Will see what the future holds.
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