Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?
Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?
Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?
I really want to get the CFP asap but I’m torn bc all of my time & energy is currently going into building my practice and I’m only about 16 months in with a relatively long way to go. Continued....
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
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Considering becoming a CFP and CFA but I’d like to know what the job market looks like. For those of you who are practicing, how long were you searching for a job and are you satisfied with your experience thus far?
The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL
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.
Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?
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?
Is the cfp as hard as people says it is?
Anyone else take the CFP this cycle?
Feeling like a failure. Took 2nd exam for CFP. Failed with 67. Tomorrow I call school and see what I can do. Any suggestions other than cry and get some tequila?
The idea of a CPA/CFP combo to me makes a lot of sense and seems like if someone were to market it well they could do well. Are there any that do okay?
Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.
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 can't wait for the first zombie movie to go extra realistic and have a bunch of entry level hires at Big 4 firms complain that being eaten by a zombie is preferable to closing hair salons.
Advice on negotiating salary in LA? Brand side opp - senior level. COL calculators provide harsh revelation of how expensive it is to live there. Sheesh!
Applying for a manager role in advisory at Grant Thornton in a HCOL, 10 YOE. What should total comp look like? Additionally, does Grant Thornton offer relocation bonuses? And if so, how much?
How much 💰 in your 401k? Include year as well.
Hi everyone, for those of you who became US citizens, did you have to renounce Indian citizenship before getting a visa to go back to India? Trying to plan an emergency trip and am a little confused by this process.
SO is an attorney as well and has been diagnosed with a serious illness. We can’t spend much time together due to risk of COVID exposure so it’s really hard for me emotionally. I don’t want it to affect me at work and faking a brave face is so draining. Just needed to vent, I’m so grateful for this group.
Returning to EYP from mat leave. First baby. Any tips for what to take on and what to say no to? Any help with creating boundaries on teams? Types of projects to avoid / pursue? Senior Director here. Help!!
How do you stand out during interviews when the vast majority of candidates have a similar background? Starting to feel like the kid who didn't get picked for the team.
Well I'm gonna ask for help on here, anyone know if their firm is hiring in consulting either S&O or HC?
Hey McKinsey Fish! Is there any real luck of applying to a job on the website? I applied to an implementation role that I know I would be qualified for but without any referral. Been a few weeks so was just hoping to atleast see a rejection 😁
Huron fish: what salary range can I expect for the healthcare consulting associate role? I have 2 years exp from Big 4. Glassdoor’s range is pretty wide so trying to narrow it down. Thanks!
Any fish familiar with Apple's OPD group? Thoughts on potential exit and expected base comp? MBA with 5 YOE, seems like it might be a step down from MBB Associate comp but tempted by tech exit and work life balance...
I just went to the bathroom in the United club lounge before heading to my gate. There was a lady at the sink completely topless boobs all out all over the place and I think she was trying to take a half sponge bath in the sink, like taking wet paper towels and wiping her arm pits. Also no mask on. This is weird, right?
Any insight of starting salary for international tax manager (JD/LLM) jumping from another big 4? Southern California specifically. Thank you!!
I think people who don’t get the vaccine out of choice are dumb. Is anyone in the medical community saying to not get the vaccine?
What does everyone think about the "great resignation" that people are saying is going to happen?
Really would like to start trying for a baby end of next year with my husband and have the conversation now but so anxious just in case he isn’t ready... I want the timing to good for both of us
If wfh becomes the norm I’m saying fuck it and living that vanlife full time. What do you guys think?
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