I was invited to an event hosted by an insurance group. One of the three principals is a cfp but is not registered as a rr or iar. Does the cfp board let this happen?

New to TX and got pulled over on my way home from the grocery store. Cop gave me a ticket for rolling through a stop sign. I would think cops have bigger fish to fry but apparently not. How do these things go in TX? Should I pay it and move on? Fight it? Will my car insurance go up?
I haven’t gotten a ticket in over 5 years before this.

Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

Has anyone’s landlord ask to come and take picture of your apartment for their insurance? Shouldn’t this be done before someone moves in?

Recommendations for firms to look into in South FL? I'm in Ft. Lauderdale but am open to Boca or Miami. I'm a first year associate in ID (coverage issues) but really would prefer transactional work. More importantly though, I'm looking for companies who pay relatively well (doesn't necessarily have to be market), are open to remote/hybrid work, aren't sweatshops. I'd settle for insurance work if theres good WLB & $$$ lol

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.

I never miss my deadline in the past 3 years.
And I was respected and got awards from VPs and was also paid well too then.
But due to some health reasons I'm missing deadlines from 1 month.
But my team lead is telling you are not working. Even if I say i have some health issues I may not be able to work like before.She is not listening she has escalated to my manager, my manager is 2X of her even he yells at me.

What to do please help.

Looking for a new mentor. Background- I previously practiced environmental law for some time and transitioned to health care about 4 years ago. Recently picked up pharmacy (in-house). I was interviewed for a Medicare/Medicaid role, but the hiring counsel thought I’d be great at pharmacy so placed me there. Was upfront about not knowing pharmacy one bit, but expressed my willingness to learn. Fast forward a year later- still struggling with Pharmacy knowledge. Looking for resources.. cont’d below

Hi friends,
Am looking for some material or interview questions for a BA in life insurance domain.
Can somebody please help?
Thanks.

Mental health question - I can’t stop reading the coronavirus news and my anxiety is out of control. Obviously can stop reading the news but then anxiety of missing things takes over... help

Any Insurance Broker Account Managers in Oklahoma (Health/Life/ Employee Benefits)? Would you be willing to share your salary information and any information about your work load/the amount of groups you manage and their size as well as your years of experience? I’m trying to determine if mine is comparable to what others receive. Thanks for any insight!

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?

Looking for Senior Associate/Counsel/Jr Partner Insurance Litigator in Southern California. DM if interested. Amazing opportunity.

I am aiming to transition to become EHR analyst at Christus health. They asking me to provide salary expectations but researching provided me varying info. With 4 years of experience in supporting an EHR, what is the current salary range nowadays?

I’m currently in SMB insurance sales for 2 years but I want to move into AE role that has a base around 80-100K. I’ve been looking at SaaS sales but I feel under qualified, do you guys have any recommendations that meets my base I’m looking for? I prefer to get out of insurance. TIA

Does anyone know the salary band for clinical program consultant at United Health Group? What is the typical bonus associated with this role?

Hi All - anyone working in the swiss market here?

Looking for some insights of different firms there in terms of Comp., WLB but also brand within Health&Pharma would be useful

Thanks!

Hi Guys,

What is the medical insurance cover in impetus?

Looking to buy a house in Seattle. Will start search in a month or so. I know it's a competitive market and some people even say it might be a bubble. Any advice?

My uncle: Who do your work for again?

Me: Deloitte.

My uncle: 🤷🏽‍♂️

Me: They’re in 150 countries. They have 270k employees.

My uncle: So, is it like a Ponzi scheme?

Me: 😞

Found a bed bug in a Radisson Red in Campinas Brazil, how many points?

Hello travel buddies! I have recently started travel hacking and currently have the Chase Sapphire Preferred, Capital One Venture, Marriott Bonvoy Boundless, and Citi Premier Cards. Please comment if you would like a referral link for any of these!

recommendations for firm with good real WLB and open to remote work in Dallas or Atlanta? Doesn’t have to be true big law. Terrified to get it wrong…again… for the 4th time. 6th year Real Estate.

Client removes all copy in ads re: product description or product benefits due to pending legal review. Removes visuals of product doing its job. Blames agency that ads aren’t driving traffic/sales

I got offer from XYZ company, but my current company ABC had a call with me and had me stay in the current company. They offered me same offer which XYZ offered. But they officially didn't give any offer letter but they said you will get revised salary in march month. But I didn't receive revised salary. I just have mail confirmation regarding retention offer. Again I spoke to concerned person this month, they said, central team is processing still, in April'22 u will receive revised salary.

Hi, Will TCS black list candidate if accepted the offer but didn't join. Informed HR 1 month before the DOJ. Can we apply for TCS again after 1 or 2 yrs or will they blacklist still?

What can I be doing in my current entry level tech consulting job to make me a great candidate for promotions/raises or changing jobs in the next year or 2?

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?

How much time does infosys takes to release offer after asking for documents

Hey guys,
I’m currently a quality control analyst in the biopharma/gene therapy field making 72k base in the Houston area. I’ve been working here for 2 years and my company is well established and the job is easy, but I honestly just want higher pay. I see companies (smaller and larger) that potentially can give me that but would it be worth it? I’m having a hard time finding out what opportunities/paths I can take and what amount of $ would be worth moving jobs for. Any insight is appreciated!

Any 🐠 attending the Pilgrimage Festival in Nashville this weekend?

Are there any good conservative sources out there that you think people haven't heard enough about? I'm not against liberal viewpoints or anything. I just think they seem more vocal than the conservatives and I would like to find a balance

With the way the economy seems to be going/progressing, what do you see as the future of fintech? How will it be impacted by a potential economic downturn?

How do you tackle favoritism ? In market risk idk if that’s a trend here

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

Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

What are some good networking clubs, organizations, or groups to get involved in?

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

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

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 💁🏼‍♀️

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

Has anyone heard of, or tried using, the Paladin Registry?

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?

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

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.?

Anyone in SoCal?

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

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?

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

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.

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

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.

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.