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.
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 recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!
*** CFP Prep Materials *** Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.
Can Bama just not win for once? Already annoyed that they’re in the CFP without a conference win.
I am taking the CFP exam in July. I currently have my RICP but I struggle with how to market the designation. I’m fearful that I will have the same problem with the CFP. What do you do to show people you have these designations aside from having the letters after your name? @
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?
For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...
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?
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.
Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please
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?
I’m a CPA/FA and want to sit for the CFP exam. When I took the CPA I used CPAExcel and I loved it bc it broke down the material into “bite sized” lessons. Anything like that for CFP? Continued..
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?
Given long wait times to get green card, do you all prefer to keep renting or buy a house since life can’t stop. Thoughts?
Is there a way to refer people that aren’t experienced hires? I’ve heard referral bonuses are just for if you refer experienced people who then get hired, but was wondering if there is a way to flag a non-experienced person applying who you think would be a good fit
I would like to move more into a management role. Does going to a non tier 1 school enable me to make the career change? What about an online program?
This is for ACN fish or ex acn fish. The project I'm on (more like a staff aug but we're there to support the client deliver their internal project) isn't doing well. I'm new to ACN - well, big consulting in general, so trying to understand what that means for us, and for me? (Also, for context - I'm one of the 4 SM's on this engagement (it's a large client and we have a 10+ team)). Continued in comments below...
Anyone sign a prenup? Pros vs Cons experienced and was it worth it. Wife to be makes 1/2 salary as me but is 3 years younger and a hard worker.
Hi, I am a consultant with 4 YOE in IQVIA. 17 CTC. How is work at Harman regards salary and work life balance. I am looking for a job switch. Thanks in advance
I feel that my healthcare data science experience is hurting my tech profile. I was being approached by FAANG recruiters previously, but now, i get interview requests from some random consultants. How do i change this? I am also looking to exit the healthcare industry.
Anyone know the Deloitte GPS S&A bands for C and SC? Specifically for experienced hires, non-MBA masters, tech background.
So today I walked into the client site and realized I left my laptop at home. Mind you my commute is around 60min one way. Let's just say, I've been contemplating on life since 8:45AM.
Anyone heard about the eb5 visa category? Looking for options for my younger brother who's not in IT
I’m 24 and my bank account is still connected to my parents. They did this to give me their Chase Private Client perks. Is there any reason or advantage to keep it like this? I want to start my own
Working in Europe temporarily. Have an option to do Executive MBA, it’s around 70-90k Euros for an year. Another option I have is doing part time PhD in Management. It’s around 35-40k Euros for 4 years. Any thoughts on which one would be more useful? Currently work in a T2 in their digital practice. Had plans of shifting to MBB 3-4 years back but lost interest after
Thoughts on Google RTO office date? Will it be pushed back more than Jan 10 with the holiday season and all? Don’t want to relocate if we will be postponing RTO
6th year L&E associate here and thinking about transitioning to a position with better WLB. How do you go about getting a government job and are they flexible about WFH, at least a couple of days a week? Recruiters reach out all the time, but always about other firm positions. Tips/ advice much appreciated!
I’m paying $1600 a mos for my benefits and that’s with a $9k family deductible. Is that what you are paying too?
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I lost my father a few months ago and I’m not coping well. Has anyone used an employee assistance program for this? Should I just seek a counselor privately?
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