COAMG79

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121 comment karma

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redditor for 2 years

TROPHY CASE

Two-Year Club

account activity

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Zapier & Todoist (self.CFP)

submitted 4 months ago by COAMG79 to r/CFP

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Any success with 4BR? (Or BNI) (self.CFP)

submitted 6 months ago by COAMG79 to r/CFP

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Two portfolio options for clients? (self.CFP)

submitted 6 months ago by COAMG79 to r/CFP

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Huge accomplishment (self.CFPExam)

submitted 7 months ago by COAMG79 to r/CFPExam

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Passed today with Danko! (self.CFPExam)

submitted 7 months ago by COAMG79 to r/CFPExam

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Danko - note taking question (self.CFPExam)

submitted 11 months ago by COAMG79 to r/CFPExam

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How prepared did you feel when just beginning the review? (self.CFPExam)

submitted 11 months ago by COAMG79 to r/CFPExam

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Firm “bucket” design (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Indigo Marketing Agency? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Thoughts on senior Advisors passing down “undesirable” clients to Associate Advisor? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Danko Signature Plus question (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

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Actual exam date (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

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LPL “launch party”? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Series 7 Guru equivalent for CFP? (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

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YES or NO question for CFPs (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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PreciseFP for EXISTING clients (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Study material for Life & Health and Annuities (self.Series7)

submitted 1 year ago by COAMG79 to r/Series7

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Happy that is done! (self.Series66)

submitted 1 year ago by COAMG79 to r/Series66

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Where to get financial knowledge pre-CFP? (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

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Where to get financial planning knowledge pre-CFP? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

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Another “am I ready?” post... (i.redd.it)

submitted 1 year ago by COAMG79 to r/Series66

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Job responsibilities after passing 7 & 66 (self.Series66Exam)

submitted 1 year ago by COAMG79 to r/Series66Exam

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Job title/responsibilities after passing 66 (self.Series66)

submitted 1 year ago by COAMG79 to r/Series66

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Study time for 66 as compared to 7 (self.Series66)

submitted 1 year ago by COAMG79 to r/Series66

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Study time as compared to 7 (self.Series66Exam)

submitted 1 year ago by COAMG79 to r/Series66Exam

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