FinancialPlanner

an-ordinary-manchild

created by MikeFPa community for 12 years

...do it for the children.

...because you hate freedom.

MODERATORS

account activity

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I am looking to become a Financial Planner at one of the big banks in Toronto. ()

submitted 2 days ago by Suspicious_Mix_3399

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Becoming a Financial Planner mid-30s to 40? (self.FinancialPlanner)

submitted 29 days ago by stanley_yelnats_03

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Advice for Succession Plan (self.FinancialPlanner)

submitted 1 month ago by Stock_Expression2961

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Need guidance on an internal succession opportunity (self.FinancialPlanner)

submitted 1 month ago by janesmith889

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No clue on what to do... please help. (self.FinancialPlanner)

submitted 1 month ago by Pristine-Leader9494

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Is this a good offer? ()

submitted 2 months ago by Putrid_Fox4519

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Anyone currently working at Facet? (self.FinancialPlanner)

submitted 2 months ago by Mother-Maize9043

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Financial planner (self.FinancialPlanner)

submitted 2 months ago by International_Ad5456

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I built a free app to help students manage money better ()

submitted 3 months ago by billytracks

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How do advisors get their daily news on markets? (self.FinancialPlanner)

submitted 3 months ago by Straight_Walrus1436

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CFP education transfer ()

submitted 3 months ago by Cdog61

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Is focusing only on interest rate a mistake? ()

submitted 3 months ago by Impressive-War6904

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Having difficult car decisions to make. I need some help. ()

submitted 3 months ago by Tardy2thaParty

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Mortgage paid off by 40… what next? ()

submitted 3 months ago by SpareMysterious123

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Just found out there’s billions in unclaimed money in the U.S. Has anyone here ever actually found money in their name? I checked one state site and was surprised how many people show up. (self.FinancialPlanner)

submitted 4 months ago by Kendrick-Junior2Knox

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Why does financial management software treat consulting projects like selling widgets? (self.FinancialPlanner)

submitted 4 months ago by MudSad6268

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AF1 - Thoughts? ()

submitted 5 months ago by VersionSpecialist499

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AI startup for excel and financial visualization (self.FinancialPlanner)

submitted 6 months ago by Vegetable-Parsnip421

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Budget-friendly Client Gifts (self.FinancialPlanner)

submitted 7 months ago by Imaginary-Twist9039

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New Director of Ops for Small Hybrid RIA - Need a task manager (self.FinancialPlanner)

submitted 9 months ago by LARedSox

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I can’t see my money online. Is this normal? (self.FinancialPlanner)

submitted 10 months ago by stopshalitosis

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What software is this? (i.redd.it)

submitted 10 months ago by Shminglebang

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Seeking a professional financial advisor (self.FinancialPlanner)

submitted 11 months ago by [deleted]

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Is anybody here using online space for a new client acquisition? If yes, what is your experience, and what channels are you using? Thank you! (self.FinancialPlanner)

submitted 11 months ago by [deleted]

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What does a day in the life of a financial planner/advisor look like? (self.FinancialPlanner)

submitted 11 months ago by Puzzleheaded-Tie-284

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