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!

Anyone have CFP Prep books they don’t not need anymore?

Best study guide for CFP?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

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

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.

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.

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

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

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

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?

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

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

Best study guide for CFP?

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

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’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.

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

Hi All,
I recently joined Globallogic but Im not getting enough calls on Angular profile Currently having 2 yrs of exp with 100% completed GLO profile. Pls help

Morning! Being laid off sux, I been down this road 5x in my career it never bets easier.

Dust off contacts and make your rounds
* if you’re in a good position to take time off do some, seems we all need a mental break anyway

Any business analyst looking for an exciting career with one of the top consulting firms of canada?

What should be the salary in FIS of Team Lead in O2C or AR Finance&Accounting. Can anyone suggest?

Hello All,

Can anyone help me to refer me in IBM for Java Springboot Opportunity.

Exp-4+ Yrs

Tech- Java,Springboot, Hibernate

I am an immediate joiner.

Hi boys & girls!

Joined a big firm (Big4) not long a go and starting to feel like I got a good grip on my current work.

I've always been very technical, so I think that the only thing I am missing now is making sales. (I really wanna make partner)

Can any seasoned lawyer share tips and materials (i.e. books) which can help?

Would it be a good idea to join a Social Club where potential clients spend time? (gym/tennis/paddel/events)

Any advice welcome!

What exactly counts as ghosting . ?
You go on a date spend quality time , you have some intimate moments and the next thing the guy does is unmatch you on the app without sending a text.
Does this count as ghosting ?
Is expecting a text from other person saying " this is not what he is looking for " is too much to ask ?
This kind of behaviour puts other person on the self doubt mode.

Any companies pulling back on recruiting or freezing hiring altogether?

Other than Medtronic, which med device companies would you consider the cream of the crop?

Are any of you legal recruiters in the Boston area? I’d love to get in touch about paralegal roles!

Any tips or tricks for CSX certification?

Any tips for having to attend a team lunch and a separate happy hour while fasting? Outside of Ramadan happy hours aren’t awkward bc I’ll just drink soda or something. However, now do I just sit there and stare at them when they are drinking/munching on their lunch ? 😂

Hey team! I've been thinking about what success would mean in terms of this platform and general inclusion in the team. These are some of my thoughts:

1. Frequency of positive engagements (positive in a productive, constructive sense)
2. Increasing numbers of people engaging in each topic as they get more comfortable using the tool and airing their opinions
3. Some measure outside the app of team engagement in day to day interactions (changes in psychological safety)

What are your thoughts?

AH trading oopsies on TSLA due to news volatility. 100 shares picked up at $417.82 and $603.33, another 60 @ $511.89 and 50 @ $568.35.

Any advice on finding in-house opportunities for junior associates in IP transactions/privacy? I've seen some juniors with 0.5-1.5 years of experience in biglaw go in-house lately, but all the postings I've found ask for 3+ years.

Hi ppl,
I am Poonam, Chartered Accountant by profession. Currently pursuing Diploma in IFRS from ACCA. I have recently relocated to Delhi from Bangalore. I am keenly looking forward to work in Finance & Accounts, Financial Reporting, FP&A profiles for 2 months now, but unable to get enough referals for Delhi NCR region. Do support, I am immediately available for joining.

How many days recruiter take to release letter after documents..

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!!

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

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?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

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

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?

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

For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?

I just finished the book I was reading. What should I read next?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

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

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

What is your favorite way of winding down during the evening when you get home?

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

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?