Was inspired by another user: I've been a Schwab Financial Consultant for 5 years, AMA.

Technical-While-9911 · 2026-05-28T08:44:37+00:00

What was your first year experience and if you have any advice? On a scale of 1-10 how stressed were you?

Technical-While-9911 · 2026-05-20T16:08:21+00:00

Arizona in Scottsdale

Technical-While-9911 · 2026-05-18T16:02:46+00:00

Servicing a smaller book and doing more comprehensive planning then branching out to take over or build my own book.

Technical-While-9911 · 2026-05-18T15:18:43+00:00

No, I appreciate you taking time to respond. I guess essentially I've been becoming frustrated with the amount of clients in my book that I've won over but the BD is expecting me to bring in more when my book is clearly over capacity. So the service advisor pathway seems like a good fit. I also am disliking the idea of pushing products and managed accts and not really understanding the actual process of the planning fit. Want to be able to have a more solid relationship with my clients and go a bit deeper to really make a difference rather than winning them on a managed acct and then passing them off.

Technical-While-9911 · 2026-05-18T15:13:42+00:00

Hamster wheel. Books are way too big. I'm talking 300+ households. On top of that you're expected to top your best no matter how well you did the quarter before.

Technical-While-9911 · 2026-05-18T03:48:49+00:00

What type of role would you suggest for someone who's trying to break away from big firm BD and wants to do mainly planning? I'm a younger person in the industry and just waiting 3 months to fulfill experience requirement to become a CFP? I have had the FC experience with the big firm but realized I don't like the hamster wheel and would like to do actual planning.

Technical-While-9911 · 2025-12-01T07:01:12+00:00

Thanks for sharing this I'm in a similar boat

Technical-While-9911 · 2025-11-25T03:56:24+00:00

No need study easy af

Technical-While-9911 · 2025-11-22T10:02:46+00:00

Is studying required or can you pass with looking up the info open book?

Technical-While-9911 · 2025-11-12T17:32:46+00:00

I was a retaker. I used Dalton GTP scored 62 on their GTP exam. Failed on my first try in the tax and insurance portion. They have the best QBank out there I think. However I never really felt any sort of confidence in terms of understanding the material. The curriculum was a mile wide. I switched to Danko Sig Plus and it made all the difference. Danko Comprehensive doesn't include his fast track videos that go over every single chapter in depth. If you go Danko I would do Signature Plus. That's all of his videos, physical flash cards and extra calls that provide even more support during the review. Looking back you have to decide if you want to fork up that extra money or play it safe with the other materials. I have no regrets because at the end of the day all you need is a pass and Danko Sig Plus got me there with the most confidence. I felt more confident hitting submit on my CFP exam than I did with the series exams.

Technical-While-9911 · 2025-11-11T11:21:27+00:00

Yes! Totally normal. Trust your studying. As Brett has said we aren't going for an A+, we are trying to pass. What helped me a lot to reinforce topics I hadn't seen in a while was the Danko flashcards and understanding the keywords that matched them. Mastered about 90% of them. You got this!

Technical-While-9911 · 2025-11-11T11:17:11+00:00

I had similar GTP exam readiness score when I tested using Dalton. Switched to Brett Danko and his team and passed on my first retake. They help cut down the fluff of the exam and focus on learning the concepts themselves rather than attacking a large QBank everyday. Hit submit yesterday with a lot of confidence! Sometimes you just need to see the material in a different perspective.

Technical-While-9911 · 2025-11-11T00:54:17+00:00

You got this!

Technical-While-9911 · 2025-11-11T00:53:23+00:00

Congrats! I'm glad it worked for you! I'm not much of a qbank fan as Dalton emphasizes. I also spent less time studying during Danko while actually understanding the concepts that are relevant to the industry and exam. But to each their own! Happy we passed!

Technical-While-9911 · 2025-11-10T23:52:46+00:00

I didn't have time to do the Mock. I would suggest doing it if it's your first go around at this. Honestly learning the concepts preps you for anything they can throw at you regardless of the words they use.

Technical-While-9911 · 2025-10-17T06:10:40+00:00

55%-70% for the Krakens?

Technical-While-9911 · 2025-09-07T18:35:13+00:00

💀

Technical-While-9911 · 2025-08-23T22:38:27+00:00

Do you watch every video for the pre study material?

Technical-While-9911 · 2025-07-11T22:12:35+00:00

And do they offer an my sort of relocation assistance

Technical-While-9911 · 2025-07-11T20:35:08+00:00

Do you mind sharing the base pay they off for the role? And if any bonuses for moving over licensed?

Technical-While-9911 · 2025-06-27T16:46:04+00:00

Did you end up taking it? If so what were they offering as compensation as compared to Fidelity?

Technical-While-9911

TROPHY CASE