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?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

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’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?

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

Best study guide for CFP?

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.

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

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

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

Thank you so much.

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

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?

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

Best study guide for CFP?

Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

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

Anyone a CFP as a side hustle?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

After 1 month of joining Genpact, they are saying the process is not coming for which u were hired nd u'll get the laptop when we'll get any project. Also I was selected for Hyderabad location, now my base location is showing as Gurgaon on gsocial app

What should I do now??

Hi, could anyone help me with the correct salary for QC auditor at Citi?

I got a 17.5 L offer letter from HCL. Is it good to go with ? Years of experience 6.4

How much slary we can expect for application engineer (L4) role at amazon for 3 yrs of experience?

I have total 7 plus years of experience in IT industry. In that 3 years as developer and rest as Business Analyst. Nowy current profile is BA. My current CTC is 11 lpa. How much should I ask for next switch?

Is there a definitive guide to cost of living? The obvious cost of living centers (SF, NYC, LA etc.) get covered a lot, but I’m wondering where my city falls. It’s a modest Midwest city with ~100k residents but is a relatively touristy spot. It often feels like a MCOL area but I’m not sure how to adequately judge that, and it would be helpful to know when comparing salaries and the like.

The Albertsons (Jewel) and Kroger (Mariano’s) merger would be terrible for Chicago. I doubt antitrust will allow them to retain all stores here. Maybe a player trying to enter the region will buy out those stores.

Hey all. How is the work culture in Nagarro for Bangalore location.

Can I leave Nagarro within one week of joining have received the laptop want to inform them before leaving.

Available immediately, do let me know of open req. for Cards Payments BA/SA role, yoe 15...

Dm for LTI referals

Any administrators looking to move facilities or jobs? My company is hiring administrators, if you live in NJ or even close to and want to know more please dm me.

Who else is buying?

Is there any bowl that discusses crypto investments?

Joining IBM in December. under 30% tax-slab.
How is my tax calculated, will IBM ask for my prev. comp Form16? (or my ctc is prorated for Dec,Jan,Feb,Mar)
at least for the 4 months of this FY I need full sal. in hand.
How to proceed. I wish my JB comes without tax deduction.

Hi Fishes,

I have been offered 37.5 lacs ( fixed ) plus 20% variable for the associate director level . My current fixed CTC is 29 Lacs .

Can you please let me know if this a good offer or I can get more?

Please also let me know what is the salary range for associate directors?

I am stranded in a foreign country, was traveling for personal reasons, because AA cancelled my flight citing weather concerns but is flying other flights at the same time. Is there a way for me to 1. Get an alternate flight that is not painful. 2. Escalate and get compensation? Thank you.

Hello Fishes,

Deloitte USI is offering me 15LPA fixed and 1lack joining bonus and HCL offering me 23LPA fixed. I've tried to negotiate with deloitte but they are not ready to negotiate and asking me to join on the same CTC which was initially provided. I'm confused to select the company. It would be really helpful if anyone could share their views. Thanks.

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

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

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

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?

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

Anyone working at Barclays Wealth Management in the UK?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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

Thank you so much.

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

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 do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

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

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

I'm ashamed to say this, but I spend most Sunday evenings with a drink thinking about the upcoming week. I sit on my front porch and 1 becomes 2, and so on, until Monday comes later than it should.

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?