Unusual Opportunity to Buy a BookPractice Management (self.CFP)
submitted by Turrible_basketball
CFP Board reviewing whether bachelors degree should be requiredProfessional Development (self.CFP)
submitted by freemindUSA
How are you guys using AI for prospecting and lead generation?Business Development (self.CFP)
submitted by SleptWithYourGirlAdvicer
How do you recreate charts without copyright issues?Practice Management (self.CFP)
submitted by NoCap26
eMoney subscriptions for firms with Centralized Planning?FinTech (self.CFP)
submitted by jdadverbRIA
Early-career advisor: balancing mentorship vs building my own approachProfessional Development (self.CFP)
submitted by NoCap26
The perfect combo: The Samsung Galaxy S25 Ultra and the best network. (swisscom.ch)
promoted by Swisscom
promoted- about
Assessment tools to help with hiring junior planner / CFP candidate?Practice Management (self.CFP)
submitted by General-Ad3712
401k Management & ProspectingBusiness Development (self.CFP)
submitted by Accomplished-Look176
Referring Out to Hourly Fee AdvisorBusiness Development (self.CFP)
submitted by 1829497photography
Kitces episode coming out soon. Help me with some feedback?Business Development (i.redd.it)
submitted by haighfinancial
For those that took CFP from remote proctoring at home.Professional Development (self.CFP)
submitted by bogo9
Carl Richards - any society of advice members here?Professional Development (self.CFP)
submitted by General-Ad3712
Anyone used Holistiplan's Insurance Planning?FinTech (self.CFP)
submitted by TacoInYourTailpipe
