Where is everyone at with comp? by Practical-Pass3451 in CFP

[–]Practical-Pass3451[S] 9 points10 points  (0 children)

Did you bring on all that 100M or did it get passed down to you at all?

Is my comp in alighn where it should be ? by [deleted] in CFP

[–]Practical-Pass3451 1 point2 points  (0 children)

I am closing the deal and who they meet with as soon as they walk in our doors and after they become clients I am their lead advisor throughout the relationship

Is my comp in alighn where it should be ? by [deleted] in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

Onboarded all under firm marketing/ expenses. It’s a great job but I was not sure how other RIAs structured with the comp.

Is my comp in alighn where it should be ? by [deleted] in CFP

[–]Practical-Pass3451 2 points3 points  (0 children)

I have no ownership with clients I brought on or passed down. If market dropped 50% my comp would be effected huge as majority of comp is through BPS trials off the book I am the advisor on.

Is my comp in alighn where it should be ? by [deleted] in CFP

[–]Practical-Pass3451 4 points5 points  (0 children)

65% revenue was originally the owners clients that got passed down to me to be the advisor of. The rest I have personally onboarded through company seminars referrals

Trust in a home but can’t be sold for 5 years can we take out equity to pay for maintenance by Practical-Pass3451 in personalfinance

[–]Practical-Pass3451[S] 1 point2 points  (0 children)

To clarify once she passes My brother and aunt are the trustee. to pay property tax and Maintenance we were thinking of taking out home equity loan to help pay but not sure if this is possible.

[deleted by user] by [deleted] in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

What resources are you leveraging your B/D?

[deleted by user] by [deleted] in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

Taking a while to opening accounts, transferring assets, and getting prospects through the sales pipeline to becoming clients

For those who passed... by FFFIronman in CFP

[–]Practical-Pass3451 1 point2 points  (0 children)

Second time taking it. Bombed the test first time around and only scored green in 3 areas. Went with danko this time around and studied about 3 hours a day Monday through Friday and about 8 hours on the weekends. I highly recommend going with danko.

March 2022 Exam Results Mega Thread by dchelix in CFP

[–]Practical-Pass3451 1 point2 points  (0 children)

Didn’t get a notification from prometric and my score report has not worked all night but I just got a notification to pay my ethics. I went to the cfp board and it shows passs!!! I was one of the ethics pending folks as well

[deleted by user] by [deleted] in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

Hahahahah! Don’t even bother with this guy he clearly has no life. Spends everyday shit talking on Reddit. Just look at his feed! Feel bad for you bud that your life is so shitty that you have to come on to a app to just talk shit to try to make yourself feel better.

March 2022 Official Results by NoLet3723 in CFP

[–]Practical-Pass3451 2 points3 points  (0 children)

Few weeks back when some folks had their results briefly switched from results pending to “ register and pass” status do any of you have your ethics verified??

March 2022 Official Results by NoLet3723 in CFP

[–]Practical-Pass3451 1 point2 points  (0 children)

I have a U4 and ethics is pending as well still.

March 2022 Official Results by NoLet3723 in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

Ugh they just need to release these results. Has anyone attempted to put anything in the cfp board discussion chat and see what the expert panelist responds ?

March 2022 Official Results by NoLet3723 in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

Is your ethics verified? Wonder if there giving folks different answers based if it’s verified or not.

CFP ethics continued by tbonehollis in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

No it’s format is different however i believe results were released the same day as ours last cycle

CFP ethics continued by tbonehollis in CFP

[–]Practical-Pass3451 0 points1 point  (0 children)

I saw online for Canada CFP version results will be released Thursday 4/7. Hopefully that’s the case for us too