CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?
Has anyone used Betterment premium? It’s like regular Betterment but with .4% fee instead of .25% and a 100,000 min deposit. It comes with a CFP to help with financial planning and such...
Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard
So I am a W-2 salaried CFP at a small IRA and I have a neighbor who runs his own practice and asked if I knew anyone who would be looking for part time paraplanning work. After thinking about it I got to wondering if its compliant and okay for an advisor to do something like that on the side for extra income or would that be considered a conflict on interest as an OBA?
Planning to start my CFP program. What’s the quickest pace anyone has finished the coursework and been ready for the exam? I’m hoping to be ready to take the exam for November.
Is the CFP license worthy? How is the exam and how to meet the experience requirements if you are working in public acct?
Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!
How to handle a toxic work environment? My team hired a new guy who has 0 experience and is younger than me, yet he was hired with a higher job title than me. I am fully licensed with my SIE/Series7/63/CFP (he has none of these). The firm makes these decisions but I am dumbfounded. I’m told if I want a higher job title I have to forgo overtime eligibility. Seems like a cop out answer.
If anyone out here is a rising CFP and looking for their next opportunity near or around the Minneapolis, MN area, DM me! I had an awesome conversation with a firm yesterday who is looking to fill a junior advisor role (succession opportunity down the road). This sounds like a great opportunity for the right person!
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
Is anyone hiring for any Private Equity positions? Series 7 & 65, CFP, and completing my MBA soon with a focus in Mergers & Acquisitions. Over a decade experience in Wealth Management. Thanks.
New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing
I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?
Hello, want to know if my salary of 115k is reasonable for my position? Background: 26 years old, 3 years industry experience, SIE, Series 7 & 66, AIF, and over half way through my CFP. I am part of a team around 500M AUM and in next few months I will have officially been with my RIA firm for 2 years. My title is associate advisor. Thank you!
What advice would you give if I’m choosing between getting my cfp and through consulting? Which one would give me more $$ and better life quality?
Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.
What’s up with tobacco accounts these days? No awards, no prestige, but tons of money? Any freelancers?
Thoughts on people leaving this close to busy season (basically 1 week away from busy season)? I feel like it’s going to burn some bridges that I would prefer not to burn, but also feel like I need to what’s right for me.
How many of you are members of Soho House?
What’s the parental leave policy at your firm? Maternity vs paternity? Is two weeks paternity leave pretty standard?
Why are town Hall meetings so impersonal? They are all about awards / the number of people hired. I know FCB health is large, but we never hear from people who aren’t Executives. Last town hall, when discussing inclusion efforts, there were no people of color represented and one of the 4 pillars of diversity was centered around our “reputation as an organization” (that really rubbed me the wrong way). At my last agency those conversations were always led by people of color from every level.
2 weeks’ or 3 weeks’ notice? What’s better?
Does anyone else feel guilty taking easy during slow periods at work? I’m on at all hours when needed but feel like I’m not earning my salary on days or weeks (rarely) when things are slow.
Why do partners have such a hard time realizing that GDM hurts realization? The savings are ruined by us needing to re-review or perform the work virtually every time even with great instructions
Tell me your best stories of ghosting/being ghosted in a work setting. Forget dating this is happening at work too. Simply didn’t show up to day 1? Just left and never gave notice? Other?
Have a nice Sunday Fishes!!! Deloitte SM or Accenture SM.. which is more respected and higher in Heirarchy in industry.. someone told me SM in Acn is director in deloitte . Is it true?
Hi! Is any ex-management consultant currently in investment team at a MF open to connecting and sharing his/her experience? Profile: international student currently studying STEM at UCLA/UMich/Cal with internship experience at BCG and will be joining Bain as AC post-grad. Happy to answer any questions from anyone. Thank you!
Anyone know CPA classes I can apply to? Studying by myself is brutal and having no accountability sucks. I feel like I Need to enroll in a class to study and have some accountability. Please don’t judge me as everyone study methods are different. I just feel I’ll do better not being alone.
OMG. This mega sperm donor is basically wondering why he can’t get into a stable relationship. 🥴That’s 47 potential child support payments if any of the baby mamas are outta work. 🙈 https://nypost.com/2022/04/29/i-donated-sperm-to-father-47-kids-but-women-dont-want-to-date-me/amp/
Lit boutique v. full-service statewide regional firm as mid-level commercial lit lateral out of biglaw. Things to consider? Pay and non-equity partnership prospects are similar with similar timeline. Regional firm has a much stronger presence in my city, while boutique would involve a more national practice and possibly more sophisticated work. Fwiw I know some people at the regional firm and the people seem awesome. The boutique is full of well-accomplished and super smart lawyers. Need advice!
@Product Managers: what is your reply?
Are you still afraid of catching Covid?
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