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2024
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What are some good podcasts to listen to that provide good advice and useful ideas?
21 upvotes
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rambunctiousrhino
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Shifted To Financial Planner and Love It
16 upvotes
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Bosguy81
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Who is responsible for the majority of the legwork in conducting Roth conversion analysis: CFP or CPA?
16 upvotes
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soundslike13
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Switching firms
15 upvotes
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Due_Farm_1301
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CFP courses or Series 65 first?
14 upvotes
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vlewis24
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Worth forfeiting s7 to join RIA?
12 upvotes
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Greedy-Squirrel9707
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Value of advisor book in divorce
11 upvotes
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Relative-Ad7331
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Reasonable Fee?
11 upvotes
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Temporary_Extrovert
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How does a CFP and CFA differ?
11 upvotes
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Hulk_Goes_Smash327
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Instead of opening your own RIA, what is the nearest option to it? (Of being your own boss)
11 upvotes
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Personal_Code_1805
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What are some good podcasts to listen to that provide good advice and useful ideas?
21
rambunctiousrhino
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Shifted To Financial Planner and Love It
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Bosguy81
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Who is responsible for the majority of the legwork in conducting Roth conversion analysis: CFP or CPA?
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soundslike13
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Switching firms
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Due_Farm_1301
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CFP courses or Series 65 first?
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vlewis24
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Worth forfeiting s7 to join RIA?
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Greedy-Squirrel9707
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Value of advisor book in divorce
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Relative-Ad7331
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Reasonable Fee?
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Temporary_Extrovert
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How does a CFP and CFA differ?
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Hulk_Goes_Smash327
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Instead of opening your own RIA, what is the nearest option to it? (Of being your own boss)
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Personal_Code_1805
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