Looking to join an RIA. Referrals greatly appreciated. CFP with over a decade experience with in Wealth Management.

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?

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

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?

Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

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.

If you're in an associate financial planner/para- planner role, would you mind sharing your annual income, bonus structure, and location. I have 12+ years of financial services experience and am a CFP, but my pay keeps dropping as I follow my "passion" - feeling a bit defeated at the moment. Thanks!

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!!

Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

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.

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Can anyone provide insight on comp for a Financial Planning Associate with Vanguard in DFW? Hold my series 7/63 and towards the end of my CFP

6 week cram sesh for CFP. Any recommendations?

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

Hi All, there is a bowl dedicated to Pharma consulting and other opening discussion. please feel free to join - Pharma consulting is bowl name.

Hi,
Anyone not joining physically on the DOJ in Mumbai office ?
My joining is next Monday Malad office and will be joining physically.

I have a situation where to colleagues at my level aren't communicating and its impacting my work because I rely on them having their stuff aligned and done before I can do mine. I don't know how to resolve this, but i feel like I'm the messenger and I can't be - they need to figure out whatever their beef is with each other. Should I try to act mediator or escalate to our boss to do some messaging? I don't have full faith in our boss, but I also don't want to be stuck on the middle. Help🥺

Would it be possible for someone in technology risk (IT Audit) to make a move in Fraud or Forensics?

Manager asked me to order a phone, but it’s showing ineligible in the technology website. I am a newly joined SS. Called 1800-D ,they said the same thing as on website. Didnt give any other info on asking. Anyone faced this issue?

What's the deal with TOGS? Why is their stuff so expensive?

Hi everyone, if you have got an offer from Big4 in UK, can you please share your base salary, core skill, designation and YOE?

Looking for a referral in @Oracle
5 years of experience
Oracle SQL,PLSQL,APEX
serving Notice period

Hello fishes. I'm shocked that we do not have a bowl until now. But I'm glad you're here now. Lets keep the excitement going 🥳

I have two bosses. One boss is usually very kind to me but has told me twice that the other boss thought I wasn’t fit for the job they hired me for. I don’t know how to react.

Hi,
Can anyone please explain the significance of band 6B in Kyndryl? What is the hierarchy of bands?

Anybody who has doj at pwc ac next week,or recently joined, pls comment,I would like to connect..

Outlook notification never caught my attention this much 😂

How much annual hike PwC India gives to their employees on an average basis?

Trying therapy and being told my analytical approach is taking away from focusing on emotions. Anyone else deal with that?
Any tips and insights to maximize effective conversations with professionals?

In which of the below facilities in Chennai where new joiners are deployed

1 ) Mahindra City
2 ) Karapakkam
3 ) Siruseri

I just received an offer to work as a Program Coordinator; however, I want to negotiate my pay as I will be receiving my MBA next month. Any tips?

Is it worth to get an MBA? I have my CFP already and see I can get the degree online at Murray State by completing 8 total courses. Is it even worth it? other university’s that give CFP credit?

Best treat on your desk for clients? I’ve used peppermint patties, Hershey nuggets.

Anything else you like having out?

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?

What are the advantages of the multiple financial advisor model compared to the single advisor office typical of firms like Edward Jones?

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

Everyone thinks their firm is better than everyone else’s. Everyone who got fired or left a firm more than likely hates that old firm. Everyone who went Indy swears by sweet baby Jesus it’s the best

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

Advisors with ADD / ADHD: Please recommend me a simple but effective note-taking style, especially for meetings

Has anyone here offered up a comprehensive financial planning session as a silent auction item? Today I was asked by a university alum if I'd be able to offer something up for a silent auction

Who here can open an American Funds account without using a Brokerage Account? It seems like most advisors are forced by their BD to use a brokerage account rather than going direct.

Best thing you've learned as a Financial Advisor.

At work events it's often asked "What's your favorite activity outside of work?" I hear things like "hiking" or "music festivals". Me? I like a good ole sit. Nice chair. Quiet room. Sitting.

Best marketing books/videos for a brand new advisor that is building their book from scratch?

Anyone used the SBG RateTrack? What will happen to it when LIBOR is no more?

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!!

Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

Can a husband wife 50/50 LLC with no employees each open a sep ira?

How should a new young advisor prospect if they don’t have a network.

Do you guys have personal stationary? Do you send formal thank you cards and wishes on it? Is that a dead art?