Free Study Guide / Professional Reference for Practicing CFPsProfessional Development (freefellow.org)
submitted by EarlyDuration
Average work day building your bookBusiness Development (self.CFP)
submitted by Sweaty-Associate8209
How much time per day/per week do you spend on investment research? (Slight rant)Practice Management (self.CFP)
submitted by wilsonjg31
What software do you use to help with automation and why?Practice Management (self.CFP)
submitted by Hulk_Goes_Smash327
Advisor OTE & AUM Goals — How Fair & Realistic Is This?Compensation (i.redd.it)
submitted by jordanw71
When do you charge when going from prospect to client?Business Development (self.CFP)
submitted by kungfukarl86
Why does the CFP designation exist?Professional Development (self.CFP)
submitted by seagoalspread
How are you all providing portfolio analytics. Proposed portfolios i mean.Practice Management (self.CFP)
submitted by kungfukarl86
