July cfp results are posted!
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Absolutely...I wasn't comparing it to the seven, which I wish was harder...too many idiots in this business...
...what I would tell you is that the CFP was much easier for me than the CPA exam...and although I've never taken any part of it, I'm told the CFA is even worse.
no, i know indy, i was just saying. i hear the cpa is a royal pain too. while studying for the cfa i ran into quite a few mba students that just asked me “why the cfa, an mba is so much easier?” i thought to myself, “maybe that’s why.”
I;ve heard from a few who took both the CFA and the CFP, and unanimously the opinion is that the CFA is much more difficult.
I;ve heard from a few CFP/CPA's as well, and have gotten mixed opinions. Cant say first hand as I am CFP but never took the CPA exam, even tho I am degree in Accounting.
Whatever it is, I'm done with big tests. The CFP was it for me. As Roberto Duran once said, No mas!!!!
I'm too old, learned enough.
For those of you who still think the CFP is a waste of time, I just picked up a new seven figure+ relationship. I was far from the closest geographically to these people, but I was the closest CFP. This was straight from the wife’s mouth. Just think…other much closer financial advisors didn’t even get a chance at this relationship.
Sure, it doesn't matter to most folks, but for those it matters to, it's been well worth my time spent to have it. Gotta go...paperwork to wrap up...Hit the LPL find a broker function and searched from her zip code. I’m actually taking the account from another LPL indy that’s closer to her, but that’s a long story. Suffice it to say, there are bad eggs at LPL also…
[quote=Indyone]For those of you who still think the CFP is a waste of time, I just picked up a new seven figure+ relationship. I was far from the closest geographically to these people, but I was the closest CFP. This was straight from the wife’s mouth. Just think…other much closer financial advisors didn’t even get a chance at this relationship.
Sure, it doesn't matter to most folks, but for those it matters to, it's been well worth my time spent to have it. Gotta go...paperwork to wrap up... [/quote]Now that the transfer papers are signed, you can just tape a note to a dog and sell her a variable annuity....
Many congratz to both! I’m going to start mine(again) in a couple of years when my kids are old enough to entertain themselves… When my first was born in 2004 my honey told me that it was her & the kid or the CFP so the CFP got shelved.
Congrats Joe and Prato and everyone else!!!
Welcome to the club it does pay off!Good Job. Yep, there's always a few bad apples out there, but they don't usually spoil the whole bunch. I'm curious, what did she say about the CFP? Most of my clients don't seem to care or know what it is unless I take the time to explain it. Did some Motley Fool article tell her to seek a CFP, or what is it that she said she values about the credential? Thanks in advance.Hit the LPL find a broker function and searched from her zip code. I’m actually taking the account from another LPL indy that’s closer to her, but that’s a long story. Suffice it to say, there are bad eggs at LPL also…
That’s a good question. I just took her comment at face value…it was something like “I saw that you had a CFP and we decided that if we make this move, we ought to associate with someone who has that credential.” I just assumed she knew what a CFP was and didn’t question her further on the subject. As I said, it’s rare that someone cares, but of my clients that do, ther are ALL A-clients for me. I expect in the future that more people will become familiar with the CFP and I’ll get more mileage from having one.
[quote=Big Taco]
Did she google you or what? [/quote] That sounds like fun. How was it?Anything you want to share on how you market your CFP designation?
And how its helped you thus far? How long do you have it?[quote=pratoman]Anything you want to share on how you market your CFP designation?
And how its helped you thus far? How long do you have it?[/quote]I sent out press releases to all the local newspapers, business journals, and alumni newsletters for my high school and college.
Next is to craft an announcement letter and send it to all my clients and to CPA's and estate planning attorneys.
I’ve had mine about three years. Other than some initial announcements, I really haven’t marketed it. It’s on my cards, my website, newsletters and correspondence. The certificate is on the wall in my office. For the people who care, that’s probably enough.