r/CFP
52k members
r/CFP is a subreddit with 52k members. The most common kinds of discussions are advice requests and money talk, and the community frequently discusses advisor, job, client, financial, and looking, 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
Money Talk
: "Household Tiered AUM Fee Gut-Check"
5 posts
#3
Solution Requests
: "Jot form petit precise for for digital data gathering?"
3 posts
#4
Pain & Anger
: "Client disappointment"
2 posts
#5
Ideas
: "Holistiplan - Ideas for Advisor Hosted Webinar"
1 post
#6
Opportunities
: "Offboarding Clients"
1 post
#7
News
: "SpaceX IPO"
1 post
Popular Topics in r/CFP
#1
Advisor
: "Former Advisor did not even know he had lost the client 🤣"
23 posts
#2
Job
: "Prospect to CLient Process - Follow up to Seminar Success Post"
17 posts
#3
Client
: "Former advisor did not even know he had lost the Client 🤣"
15 posts
#4
Financial
: "Is Moonlighting Common for Financial Planners?"
15 posts
#5
Looking
: "Looking for bill pay and bank account ideas for a new couple"
15 posts
#6
Struggling With
13 posts
#7
Struggle
13 posts
#8
Looking For
12 posts
#9
Career
: "Career advice"
10 posts
#10
Cfp
: "Is the Cfp worth it"
8 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
: "A prospect named “Whale”"
70 posts
#2
Professional Development
: "Book recommendations"
26 posts
#3
Business Development
: "Prospecting Success - Help to other Advisors"
20 posts
#4
Case Study
: "Former advisor did not even know he had lost the client 🤣"
14 posts
#5
Investments
: "CPAs brought to meetings"
13 posts
#6
Compensation
: "RIA advisor comp structure change"
11 posts
#7
Breakaway & Transitions
: "What’s life like after a large RIA buys your book?"
8 posts
#8
Career Change
: "Careers for CFPs who aren't building a book of business?"
5 posts
#9
Compliance
: "This is beyond frustrating"
5 posts
#10
FinTech
: "Holistiplan - Best Practices"
3 posts
Member Growth in r/CFP
Yearly
+13k members(33.8%)
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About
GummySearch helps people research Reddit communities by organizing activity, growth, themes, and post-level signals into one place.
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 30, 2026