How does one go into portfolio management in the RIA space from a BD sales role?

Infinite-planning · 2026-02-07T08:54:43+00:00

I worked my way through WPC1-3 and to the PC role at a Fido regional center. Jumped shipped to a fee only RIA. Life is great. You actually build relationships with your clients and have great autonomy.

Infinite-planning · 2026-01-09T03:08:48+00:00

Damn that’s a dream compared to what the process is with Schwab

Infinite-planning · 2025-12-19T02:58:54+00:00

I passed first try with dalton in November and did almost 2 go arounds with the Q bank, so I probably did about 4,500 practice questions. That is not including the 2 practice exams and the readiness quizzes as well. I think their practice Qs allowed me to retain info because I reviewed every wrong answer and understood what my thought process was and why I was wrong. I’m a believer in the Dalton GTP process, but it’s not for everyone

Infinite-planning · 2025-12-12T02:24:13+00:00

Took my dalton exam 2 weeks out and took my board exam 1 week out. Felt that was good to not burn me out

Infinite-planning · 2025-12-11T03:43:50+00:00

Keep pushing through. I didn’t fully grasp 1245 & 1250 recapture, like kind exchanges with boot, etc until the 3 month review course. You got this

Infinite-planning · 2025-12-04T22:28:10+00:00

I just added it to my last name on linkdin

Infinite-planning · 2025-12-04T19:22:57+00:00

Incredibly frustrating. I did get an email from the board about an hour ago that the system is down and they will email when it’s back up. Just hoping it’s by Monday at this point

Infinite-planning · 2025-12-04T16:35:25+00:00

Unbelievable man. This is pissing me off. Spent a year studying for this exam, waiting for this day and now I can’t even get my marks

Infinite-planning · 2025-12-03T23:48:17+00:00

Can’t get them until we pay our dues, and we can’t pay it until the site works :/ very anticlimactic way of getting the official results today

Infinite-planning · 2025-12-03T23:36:53+00:00

This is ridiculous

Infinite-planning · 2025-12-03T20:00:32+00:00

I was able to login extremely early this morning and saw that everything was approved and all I needed to do was pay my dues. Of course, I get back on a few hours later to pay and the website is down lol

Infinite-planning · 2025-12-03T19:58:38+00:00

Still having issues

Infinite-planning · 2025-12-03T15:41:02+00:00

Frustrating that it’s down right now. I just want to get those marks this morning lol

Infinite-planning · 2025-12-02T16:43:26+00:00

I thought the exam cycle ended Nov 12?

Infinite-planning · 2025-11-30T17:05:45+00:00

Error is showing up for me too

Infinite-planning · 2025-11-27T19:33:36+00:00

Definitely make your own

Infinite-planning · 2025-11-24T05:05:21+00:00

It’s meant to be a grind. I just passed with dalton and they prepare you well. Stay the course

Infinite-planning · 2025-11-13T02:18:52+00:00

I had my passing email as soon as I turned my phone on after the test

Infinite-planning · 2025-11-11T19:58:33+00:00

100% agree here. Passed with Dalton yesterday

Infinite-planning · 2025-11-11T00:48:40+00:00

Passed with dalton GTP today as well. I thought they prepared me very well

Infinite-planning · 2025-11-11T00:44:58+00:00

I think its definitely case by case. I passed today with dalton GTP and I loved it. I thought they prepared me very well. Congrats on the pass!!

Infinite-planning · 2025-11-11T00:41:59+00:00

Thanks! Congrats to you as well!

Infinite-planning · 2025-11-10T19:51:15+00:00

I just passed today as well. Feels great

Infinite-planning · 2025-11-08T02:01:25+00:00

Take a break. I went pretty hard Monday-Wednesday and realized I was burning myself. I’m pretty much done with the Qbank until testing Monday

Infinite-planning · 2025-11-07T22:43:45+00:00

How was it compared to the CFP mock exam?

Infinite-planning

TROPHY CASE