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?

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?

Best study guide for CFP?

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

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best study guide for CFP?

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

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.

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?

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

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

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?

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?

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.

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

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

Thank you so much.

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

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

Hi , I am fresher and assigned to .net stack as training but i have interest in designing stuff and want to shift to UI/UX design. I am currently attending google certified UX Design course from coursera and building my portfolio. How it will be possible to switch after 1.5 yrs as UI/UX designer if i have some different background. And currently I am working on OutSystems 11 for global clients.

Fundraising question: I volunteer for a dog rescue and they had raised some money threw Facebook. They have been on Facebook for more that 10 years. The money hasn’t been released to them and I cannot find any way to contact some who can help.
Can anyone assist with this?
Thanks

I firmly believe leadership makes the difference.

Not only, it highlins each one's value, but especially spreads this value among others.
I'm speaking about life, in a broad sense, which also include work life, but it is not limited to that.

Looking for any kind of suggestion to improve my leadership: books, experiences, attitudes, daily-routine, ...

Thank you!

Any one who's worked at Big 4 and ZS. How has your experience been ? Could you give a sort of comparison on it ?

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

What advice would you give a new L7 in cyber coming from D? Will it be hard to rebuild a network?

Is there anyone on here that tips on how to do a resume for a Federal position on USAJobs? Anyone has knowledge on having a Schedule A letter considered?

This might be philosophical but wanted to understand if we should get satisfied and be happy with what we have or keep striving for more?

Reason I am asking this is - I earn close to 1.5 lakhs every month and if someone had told me this during my college days I would have taken it eyes closed thinking this is more than enough. But today, I am not able to be satisfied and I don't want this to become an affliction so thought to share with others here and get to know the general sentiments.

Any Strategy consultants here?

Is it possible to be an RIA and a Mortgage broker or is that prohibited?

Politicians should be spending time passing legislation to ensure elections are a contest of ideas rather than a contest to disenfranchise voters with opposing viewpoints. Do you agree or disagree?

Thoughts on states taxing student loan forgiveness as income ? I admit I don’t know much about tax law but I feel like it shouldn’t be considered income unless they’re sending out checks to everyone. 10k off the balance of my loan shouldn’t be considered income.

What is the VP % provided by wipro for band 3 employees? 7.5% of fixed or 10% of fixed?

How much is your daily/weekly commute to/from your work place? Just wondering as mine is 2+ hours per day

Hi all! Looking forward to the fishbowl community. I would appreciate the likes to access DMs. Thank you!

Please help me get some likes!

My motivation is waning for a lot of my work tasks, which recently have been pretty mundane. Either I need something new or this pandemic is just weighing on me extremely heavily. any tips to re-motivate myself?

Any thoughts on 30th and 7th as an area? Had to do a virtual tour of a future apartment that I liked but can’t get a sense of the vibe. Trade off is More room + newer finishings at the expense of living in a hip residential neighborhood. Any red flags?

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 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

What are some of your “schooling the client” moments?

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 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.

Booyahh, landed hedge fund number 2 for IPOs.

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

Sometimes I feel like I am a drone that just works all the time and I have no friends.

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?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

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 💁🏼‍♀️

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

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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.?

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?