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3

Advisor level cash flow software?

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4

Nifty Advisor Support

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5

I need to know if anyone finds this 'opportunity' appealing? My thoughts in comments.

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35

Schwab laysoff 2000 employees.

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4

TD to Schwab Issues List.

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4

Nitrogen (aka Riskalyze) vs Kwanti

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10

What is a good method/split for passing off less profitable clients?

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3

Questions, guidance regarding change of fee schedule.

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4

Meta discussion: Is there a way to mark 'fake news' in these subs?

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3

Anyone using XY VA?

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8

What is a 'fair' percentage payout for new advisors?

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2

Has anyone acquired the Accredited Investment Fiduciary?

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13

Qanon client sitting on cash despite my recommendations.

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35

This is why I encourage clients not to listen to Dave Ramsey. He's out of touch and has been for a very long time.

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0

Company rebrand update pole

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3

Rebranding: Firm name to attract affluent, mid-range clients.

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4

Completely random question for professionals regarding industry vernacular.

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5

TD to Schwab

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4

Orion Advisor Technology

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27

Hey Mods - CFP Flair?

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3

Value of Various Associations?

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1

Attestor for experience of a sole proprietor RIA?

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2

Just started studying for my CFP, will sit in November...who thinks I'm nuts?

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4

Current CFP certification information request.

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