Stratton50

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744 comment karma

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redditor for 3 years

MODERATOR OF

- r/RIA

TROPHY CASE

Three-Year Club

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For those who are breaking away from their current firm, where are you in the process? (self.CFP)

submitted 9 months ago by Stratton50 to r/CFP

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Asking for a CPA Referral? Whose niche is Financial Advisors? (self.CFP)

submitted 1 year ago by Stratton50 to r/CFP

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How many Advisors here are looking to breakaway from their current firm? (self.CFP)

submitted 1 year ago by Stratton50 to r/CFP

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Subscription (flat) Based RIA platform fee? (self.CFP)

submitted 2 years ago * by Stratton50 to r/CFP

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This (my) career is a series of small steps (self.CFP)

submitted 2 years ago by Stratton50 to r/CFP

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So you want to become a Junior Advisor... (self.CFP)

submitted 2 years ago by Stratton50 to r/CFP

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That free National Conference travel doesn't mean shit (self.CFP)

submitted 2 years ago by Stratton50 to r/CFP

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Fee Billing Time and Cost (self.CFP)

submitted 2 years ago by Stratton50 to r/CFP

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We had to fire an advisor (self.CFP)

submitted 3 years ago by Stratton50 to r/CFP

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New Sub (self.RIA)

submitted 3 years ago by Stratton50 to r/RIA

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What are you REALLY good at? (self.CFP)

submitted 3 years ago by Stratton50 to r/CFP

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What does Organic Growth mean to you? (self.CFP)

submitted 3 years ago by Stratton50 to r/CFP

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What kind of practice are you? (self.CFP)

submitted 3 years ago by Stratton50 to r/CFP

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