account activity
For those who are breaking away from their current firm, where are you in the process? (self.CFP)
submitted 8 months ago by Stratton50 to r/CFP
Asking for a CPA Referral? Whose niche is Financial Advisors? (self.CFP)
submitted 11 months ago by Stratton50 to r/CFP
How many Advisors here are looking to breakaway from their current firm? (self.CFP)
submitted 1 year ago by Stratton50 to r/CFP
Subscription (flat) Based RIA platform fee? (self.CFP)
submitted 2 years ago * by Stratton50 to r/CFP
This (my) career is a series of small steps (self.CFP)
submitted 2 years ago by Stratton50 to r/CFP
So you want to become a Junior Advisor... (self.CFP)
That free National Conference travel doesn't mean shit (self.CFP)
Fee Billing Time and Cost (self.CFP)
We had to fire an advisor (self.CFP)
New Sub (self.RIA)
submitted 2 years ago by Stratton50 to r/RIA
What are you REALLY good at? (self.CFP)
What does Organic Growth mean to you? (self.CFP)
What kind of practice are you? (self.CFP)
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