I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
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.
Our firm has a career or merge or succession opportunity for a seasoned CFP in Johns Creek (North Atlanta) metro area. Please call James at 6789946448 email@example.com
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?
Those who have their CFP: how have you used/marketed it effectively to enhance your business? Just earned mine and curious how others have benefited.
I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!
Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
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?
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.
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
I am looking to drop my series 7 and join an RIA. I’ve finally accepted that the BD environment is a terrible fit for me. I would like to join an RIA team because I’m just over 5 years in and I would like to have some mentors to continue learning from, but if I can’t find the right fit then my plan is to launch my own. Where to start looking for an established RIA? I have not completed my CFP yet.
"At Goldman Sachs, you will make an impact." I'd love to know, how are you making an impact? Serious answers only.
Are any markets hiring mid-level real estate associates right now? I’m in NYC and have a feeling my job won’t be secure through the end of the year.
I want to start seeing a therapist but don’t know how best to find the right one. Not into the idea of “dating” around until I find someone. Any recommendations or sites I can reference? Asking in NYC
Currently have my vaca. balance maxed out, but I'm going to take a 3 week vacation in 2 months. Anyway to "spend" my vacation in advance w/o actually taking it so I can continue to accrue more vaca???
Salary expectations for a Copywriter with 7.5 years of experience? Would be new to Toronto with a couple of One Show shortlists and a bit of press.
Has anyone here started a non-profit org/ been a board member of one, in USA on H1B? Pls DM w/ your suggestions including immigration attorneys I should talk to. Really want to setup one for a philanthropic cause but google searches call it out as unlikely.
How much all in can Big 4 MDs and Partners expect after 5 yrs at the level? Director at PwC at the cusp of moving to the next level. Evaluating if I should stay in consulting vs. moving to industry.
Has anyone had an experience where they switched big 4 and ended up being such a good decision? Trying to get some light
Giuliani says no Mueller interview, live or written. Their old excuse was that in a live interview Trump would be just unable not to lie. But if they won’t even *write* answers...
How’s the senior solutions architect position at Cox Communications? What’s the day-to-day and total compensation like for this position in Atlanta? Cox Communications
Any Bain personnel out there open to reviewing my resume and connecting for a potential referral please. Thanks in advance!
I have a case study for a direct lending role coming up. Does anyone have any insight on what direct lending cases are like?
Anyone gone from big 4 or MBB to Slalom? What's the scoop? Comp, project types, trajectory, etc.
Was trying to schedule an interview, but the recruiter didn’t get back to me with a time. I sent a reminder. No response. What do I do now?
What kind of house can I afford with 100K in cash, 110K salary, and no debt besides 500-1000 a month for food/fun? I live in SoCal
Mid size vs big 4 - which one to choose and why? Pay/work is same, no exit ops in either.
S1 in B4 deal advisory (FDD). any insight on how I might be able to transition to one of the other shops like A&M?
Interviewing for a senior project manager role in Salesforce CSG. Can anyone tell me about the role, culture, WLB, etc at Salesforce? Is WLB and culture really as good as they claim?
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