FICO’s Post

🔥 CFP® Exam Prep Hot Take 🔥 Sometimes the best answer on your CFP® Exam must be found within a stack of average (or, below average) options. Example: Gus is a frugal tax professional and captain of his bowling team, ‘The S-CORPions.’ He has volunteered to contribute a 3-liter bottle of soda to the team’s end-of-season laser light bowling party. Which of the following is the BEST choice for Gus? A. Mountain Yeller B. Dr. Rocket C. Twist-Up D. Bubba Cola #cfp #cfppro #cfpexam #exampreparation #examstrategies #financialplanning #offbrand #cola

Congratulations to our Director, Scott Daniels BA(Hons) FPFS Cert CII (MP), for nabbing a finalist spot for Paraplanner of the Year 2023 with St. James's Place! 🎉 Getting to be a dab hand at these awards aren't you? 😉 You'll next find Scott at the Professional Adviser Awards 2024 in March, anxiously waiting to see if Fluid scoops the prize for Best Technology Provider of the Year. #paraplanning #financialadvice #financialplanning

#MiloSays the countdown has begun! Exam season may seem a million miles away right now, but the key to success is preparation. Have you got a plan or are you planning on winging it? In our latest blog post, we’ll show you how to make the revision process a bit more enjoyable. So have a read and see what you can learn. https://lnkd.in/gYMHjFb2 #GrowthMindset #ExamPreparation

Please join us in congratulating our Saver of the Year for the 2023-2024 school year, Osmar Chantre-Rivera! Osmar takes part in our student savings program at Cleveland Academy of Leadership, where students are able to make weekly deposits in real savings accounts and practice good savings habits. The Saver of the Year is determined by the consistency of deposits, not the amount, teaching students that consistency is key to building healthy money habits. #financialeducation #SpartanburgSC #CreditUnion #financialliteracy @CarolinasCreditUnionLeague @SpartanburgSchoolDistrict7

As the dust has now fully settled on Northampton Saints' premiership title win last week, it served as a stark reminder that: 1. I really do miss a good rugby social, especially an end of season affair! 🍻 2. It has been a full year since I hung up my boots and embarked on a new journey becoming a financial planner. 🏉 Going from the rugby field to the world of finance has been filled with ups and downs, moments of self-doubt and times when the learning curve has felt incredibly steep 🧗♂️ 🏔 Transitioning from a sport I dedicated much of my life to into a completely different career is daunting. However, stepping out of that world has taught me some invaluable lessons: ◾ Embrace the change - this last year has been a testament to the fact that change, though often challenging, can lead to profound personal and professional growth. 📈 ◾ Trust the process & be patient - if you keep trying to do the right thing & look to improve day in day out, the rewards will come. 🏆 ◾ Be a good teammate - a team in which you feel supported, valued and are able to share your thoughts, create strong relationships that get the best out of everyone & ultimately lead to better outcomes. 😊 Looking forward, I am excited to continue growing and evolving. The lessons I've learned over the past year have undoubtedly made me a better advisor, dedicated to making a positive impact for the people I work with. #FinancialPlanning #CareerTransition #RugbyToFinance #ContinuousLearning #GrowthMindset

Are you headed to the CFP Board Connections conference in Washington D.C. later this month? If so, we'd love to connect with you! Stop by the Dalton booth to learn how our CFP® education solutions can work for you. We'll have prizes, discounts on our products and more! #CFP #CFPPro #CFPExam #FinancialPlanning

South Florida Housing Market Forecast for 2025 #HassleFreePropertyManagement #PropertyManager #PropertyManagement #PremierPropertyManagement #PembrokePinesPropertyManagement #Premier #RPMpremier #PremierProperty #realtor #realestateinvesting

We couldn’t agree with Ward Recycling more 👇 Small Family Business of the Year is a much coveted and highly competitive category. Still time to enter your family business here 🏆: https://lnkd.in/gi9cRrd #celebratesuccess #supportingfamilybusiness #smallbusinesssupport

Have you delivered valuable outcomes to your community despite budget constraints and fewer resources? If you have, you should enter The MJ Awards and gain recognition for your achievement. Entering is free and easy - just click here https://lnkd.in/eGxcjiCv Sponsored by IMPOWER Consulting #MJAwards

March Madness has arrived, and I finished my bracket this morning just in time for the first game to start later today. Financial Planning is NOT like a bracket challenge. Often you have multiple goals all competing equally, and the point is not to have one winner, but to find a way to achieve progress towards them all. In that sense, financial planning is more like the consistent teams always at the top, following a proven process to be in the tournament year after year. On the other hand, choosing the right advisor IS like a bracket challenge. Some teams may do well initially in the tournament with one or two star players or advantages, but the strongest teams that go the farthest have well-rounded players with multiple advantages and a deep bench. Just like picking a winning tournament team, it’s important to ask the following questions when choosing an advisor: 1. Are they a fiduciary, acting in your best interest at all times? 2. What credentials do they have? (Look for the CFP(r) designation, the gold standard among financial planners.) 3. Do they have any areas of specialty? 4. What resources and support are offered? Partnering with the right advisor will take you far. If you have questions about where you stand towards reaching your goals, I’d be happy to chat. P.S. My Alma Mater won the ladies basketball state championship this year, and we’re still celebrating! 🎉 🖤💛 Oh, and I picked UConn to win the NCAA tournament for anyone that might be wondering. 😁🏀 #marchmadness #financialplanning #cfp