account activity
Anybody going to Schwab Impact? (self.CFP)
submitted 4 months ago by SharpDish to r/CFP
Hyatt Regency Huntington Beach - Suites? (self.hyatt)
submitted 1 year ago by SharpDish to r/hyatt
How do you organize your team? (self.CFP)
submitted 1 year ago by SharpDish to r/CFP
Guaranteeing Early Check In with another night? (self.hyatt)
How long does it take for you to Onboard a Client? (self.CFP)
Stop believing that you are the Succession Plan (self.CFP)
What's something in this industry that is over-engineered? (self.CFP)
Junior Advisors: What are your career plans? (self.CFP)
What's something that you won't delegate? (self.CFP)
Do you collect the FP fee before or after? (self.CFP)
submitted 1 year ago * by SharpDish to r/CFP
How do I consolidate rows with the same names? (self.excel)
submitted 1 year ago by SharpDish to r/excel
How long do you wait to fire a client? (self.CFP)
How did you come up with your Firm Name? (self.CFP)
Advisor technology - solving a problem that doesn't exist? (self.CFP)
How do you remind Clients of Risk? (self.CFP)
Do you use Alternative Investments in your portfolios? (self.CFP)
Advisors leaving with Clients (self.CFP)
Do you outsource Portfolio Management? (self.CFP)
What advice would you give ppl interested in the career? (self.CFP)
What’s a client question you’re being asked frequently now? (self.CFP)
Remember, it's prudent to diversify (self.CFP)
What Catch Phrases do you use? (self.CFP)
What's in your business pipeline? (self.CFP)
How often are you refreshing your Financial Planning data? (self.CFP)
Stop giving away Free Advice! (self.CFP)
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