r/CFP
51k members
r/CFP is a subreddit with 51k members. The most common kinds of discussions are advice requests and pain & anger, and the community frequently discusses advisor, cfp, client, job, and clients, and they frequently recommend/review crm, books/podcasts, and life insurance.
A community for financial planning professionals to discuss practice management, professional development, career progression, news, policies, etc...
Popular Themes in r/CFP
#1
Advice Requests
: "Prospecting Success - Help to other Advisors"
21 posts
#2
Pain & Anger
: "I got a nasty call from a competitor….i was SHOCKED he actually said what he said."
7 posts
#3
Money Talk
: "How much do you spend on marketing?"
4 posts
#4
Solution Requests
: "Can anything be done about high inherited trad ira withdrawls"
2 posts
#5
Opportunities
: "Should I go independent?"
2 posts
#6
Self-Promotion
: "Launched a solo RIA 4 years ago, $320k revenue - ask me anything"
2 posts
#7
Ideas
: "Give me your best analogies!"
1 post
#8
News
: "SpaceX IPO"
1 post
Popular Topics in r/CFP
#1
Advisor
: "Former Advisor did not even know he had lost the client 🤣"
29 posts
#2
Cfp
: "Voluntarily Surrendered My Cfp Today"
19 posts
#3
Client
: "Former advisor did not even know he had lost the Client 🤣"
19 posts
#4
Job
: "For Ed Jones Advisors thinking of leaving"
18 posts
#5
Clients
: "Wowing Clients"
15 posts
#6
Looking
: "Prospect to CLient Process - Follow up to Seminar Success Post"
15 posts
#7
Financial
: "Former advisor did not even know he had lost the client 🤣"
14 posts
#8
Struggling With
13 posts
#9
Struggle
13 posts
#10
Looking For
12 posts
Products Discussed in r/CFP
Crm
12 reviews
#1
Wealthbox
4.0★ from 4 reviews
#2
Redtail
3.0★ from 2 reviews
#3
Advyzon
4.0★ from 2 reviews
Books/podcasts
12 reviews
#1
Ritholtz
3.7★ from 3 reviews
#2
Kitces
5.0★ from 1 review
#3
David Mullen
4.0★ from 1 review
Life Insurance
6 reviews
#1
VUL
5.0★ from 4 reviews
#2
Life Insurance
4.0★ from 1 review
#3
Whole Life
4.0★ from 1 review
Flair Used in r/CFP
#1
Practice Management
: "Launched a solo RIA 4 years ago, $320k revenue - ask me anything"
66 posts
#2
Professional Development
: "Client Suicide"
47 posts
#3
Business Development
: "Prospecting Success - Help to other Advisors"
39 posts
#4
Case Study
: "I got a nasty call from a competitor….i was SHOCKED he actually said what he said."
15 posts
#5
Compensation
: "Where is everyone at with comp?"
11 posts
#6
Investments
: "CPAs brought to meetings"
5 posts
#7
Breakaway & Transitions
: "Fidelity is a great place to start, but literally impossible to leave"
4 posts
#8
Career Change
: "For Ed Jones Advisors thinking of leaving"
4 posts
#9
Tax Planning
: "Dealing with a client with huge assets and low cost basis that refuses to pay taxes."
2 posts
#10
FinTech
: "eMoney vs. Right Capital (yes, again)"
2 posts
Member Growth in r/CFP
Yearly
+13k members(34.6%)
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About
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This page gives a focused view of r/CFP, including current member size, discussion patterns, product reviews, and related communities to explore.
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Last updated: June 17, 2026