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r/CFP
33k members
r/CFP is a subreddit with 33k members. Its distinguishing qualities are that the community is large in size, and has high activity.
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Popular Themes in r/CFP
#1
Advice Requests
: "How to handle a client that calls too much"
21 posts
#2
Pain & Anger
: "Stop giving away Free Advice!"
8 posts
#3
Ideas
: "Everyone post one good practice management idea."
3 posts
#4
Solution Requests
: "Done with Altruist, any other decent custodians?"
2 posts
#5
Money Talk
: "Client Wants Full Liquidation"
2 posts
#6
Opportunities
: "Thinking about Breaking Away to firm our own RIA"
2 posts
#7
Self-Promotion
: "Just launched our new website"
1 post
Popular Topics in r/CFP
#1
Financial
: "Leaving corporate to join Edward Jones."
25 posts
#2
Cfp
: "Any regrets from becoming a Cfp?"
18 posts
#3
Financial Planning
: "What is your Financial Planning Tech stack and how do you rate it?"
14 posts
#4
Advisor
: "Advisors thoughts on so many “new career advice” posts?"
13 posts
#5
Client
: "How to handle a Client that calls too much"
12 posts
#6
Career
: "Advisors thoughts on so many “new Career advice” posts?"
11 posts
#7
Ria
: "I fled a B/D and opened an Ria 4 years ago. Here are our financials in comparison"
11 posts
#8
Clients
: "Keeping Clients Happy"
7 posts
#9
Marketing
: "How Would You Spend $39,000 in Marketing Funds Before April? Creative Ideas Needed."
4 posts
#10
Advice
: "Why do people go to Reddit for planning Advice instead of going to an advisor?"
4 posts
Member Growth in r/CFP
Daily
+38 members(0.1%)
Monthly
+1k members(4.1%)
Yearly
+12k members(57.4%)
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