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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

But these positions are often tenuous for new advisors, with extremely high failure rates, driven in large part by compensation that is reliant primarily on commissions from product sales.

CFP 241
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How Amazon Become Ordinary

The Big Picture

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. I searched for the exact product number “CR2450 Lithium” and bought the first result, a Duracell. Thirds party sales : the proliferation of third-party sales as opposed to Amazon as your retailer has led to a general degradation of quality.

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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

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FARE helps Black financial professionals thrive

Nationwide Financial

FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

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The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

Sales associate Average salary: $60,000/year One of the perks of working in sales is that you can work in almost any industry, e.g., insurance, real estate, medical devices, cars, etc. Requirements: Strong communication skills Some employers may require sales associate certifications 4.

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The 83(b) Election and Restricted Stock Plans

Walkner Condon Financial Advisors

35,000 sale price – $10,000 cost basis). Your total taxes paid after the sale of all shares: 83(b) election. How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. No 83(b) election.

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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Marriage certificates are usually needed for the Social Security Administration status and/or name change, driver license name change, mortgage loans, life insurance, health insurance, etc. Social security card. Security safe.