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?
I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me
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.
Anyone know of any resources where you can get dual credits for CPA/CFP continuing education?
I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?
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.
Anyone take the CFP online? Looking at the self paced versus online video instructor versus go to local University. Looking for any insight.
Will begin studying for the CFP in a month or so using the Dalton review. Should I fork out the extra $1,000 or so for the guaranteed to pass feature? Any reviews on the Dalton program?
Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?
6 week cram sesh for CFP. Any recommendations?
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
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.
MBAs: Did you return to consulting for the money or because you enjoy the work? Bonus points if both! I want to leave consulting but the salaries post mba are so alluring.
The moment when you finally give up hope on doing the right thing...instead you just do whatever the client tells you to. 🔫
Is it possible to have good performance reviews but not receive a full time offer after a summer internship?
Anyone from the Salesforce Program/Project management team (I believe it is under Customer Sucess). I found a great role and would love to learn more about the team. The role is based in Atlanta, if that matters
Need my own movie ... Delayed in DTW 🎥
Zoom drinking games
Would you rather be an executive director at big 4 or partner in mid tier firm? Pros vs cons of both and why you lean one way or the other?
Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
Since we’re all working a ton, is anyone making time for dating? If so, how are you going about meeting people?
I've been teaching astronomy and running the school planetarium for 5 years now. Just thought it would be nice to share lessons or planetarium shows with others to generate new ideas
Is BCG still on a hiring spree?
Trying to find awards show categories for a globally activated branded holiday. Any thoughts greatly appreciated :)
Anybody have experience with Monta and Farer? I want to get a new watch soon to commemorate a new job/promotion. Looking at the monta atlas blue dial, also the Farer chrono-sport manual and Farer world time.
Lied about my salary so I could get more money from a company. Is there any way they could find out my current salary? 🧐
Where do B4 people live in NYC? Moving there next month as senior associate in advisory and looking for ideas
What are the career opportunities ahead of me if I take a corp dev associates offer? Is there an up or out system similar to other buy side roles or is it more of a long term career thing?
B4 strategy or general 🐠, would love your advice. Currently, 2 YOE at a well known non B4 firm doing PI/Transformation work. I didn’t get promoted this year because I didn’t have enough experience in my particular group because I was staffed on a different project for awhile. I’m interested in Strategy analyst roles (1 YOE). Will me not being promoted hurt my chances? I’ll probably get promoted at the beginning of 2022. Should I wait until then to apply? Thanks. Deloitte EY PwC
Any thoughts on the best certifications to get in order to help move forward? I have considered the CCP from World at Work, but it’s fairly pricey to get by the time you wrap up everything. I was looking at both SHRM-CP and SPHR. Everyone that I have spoken to has the SHRM, but that’s also only looking at individuals in a small geographic footprint and within 3-4 different companies. I was hoping to get some thoughts on this from others? Thanks
New to Fishbowl?
unlock all discussions on Fishbowl.