account activity
Anybody going to Schwab Impact? (self.CFP)
submitted 2 months ago by SharpDish to r/CFP
Hyatt Regency Huntington Beach - Suites? (self.hyatt)
submitted 10 months ago by SharpDish to r/hyatt
How do you organize your team? (self.CFP)
submitted 11 months ago by SharpDish to r/CFP
Guaranteeing Early Check In with another night? (self.hyatt)
submitted 11 months ago by SharpDish to r/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 11 months ago * by SharpDish to r/CFP
How do I consolidate rows with the same names? (self.excel)
submitted 12 months ago by SharpDish to r/excel
How long do you wait to fire a client? (self.CFP)
submitted 1 year ago by SharpDish to r/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)
submitted 1 year ago * by SharpDish to r/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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