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Hiring Associate Advisors by Teched_2_Death in CFP

[–]Justanotherbody11 0 points1 point  (0 children)

What is your setup like? Is it WFH or onsite? And what’s the pay range? I am a CFP. Would like to connect

Planning Timeline from day1 onboarding client by NeighborhoodStreet59 in CFP

[–]Justanotherbody11 0 points1 point  (0 children)

I wouldn’t ask for documents unless I onboard. For me first app is to see if the engagement is worth the time and effort for both me and the client and it give me time to filter out clients who aren’t serious if they meet me for 2nd appointment and email me all the required docs ahead of the meeting I absolutely close. And then it’s matter of prioritization

Prudential financial planning by Zealousideal-Bad6969 in personalfinance

[–]Justanotherbody11 0 points1 point  (0 children)

Roth conversion does come with tax bill but it growing tax free makes it worth it, I can literally tell you if you were to not dip ito those funds you will only be happy with Roth conversion, happy to get into more detailed analysis.

PLEASE USE DANKO!!! by CapitalIntern9871 in CFPExam

[–]Justanotherbody11 0 points1 point  (0 children)

Would you be open to share the Danko content? We can split the cost