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The 15 Best Financial Podcasts For Women

Clever Girl Finance

Her actionable advice and tips inspire listeners to take action immediately with their finances to achieve financial success. Laura has been inspiring people with the Money Girl podcast since 2008. Laura answers listener’s questions about being financially organized when leaving a job or getting fired.

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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 247
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Stock Market Highs and Your Retirement

The Chicago Financial Planner

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” This might have been their own doing or the result of poor financial advice.

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Top Compliance Challenges Financial Advisors Face

BlueMind

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Guess what?

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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How To Become a Financial Advisor

The Irrelevant Investor

Before offering up some advice, I want to briefly share my story of how I got into the industry. The people at this agency held themselves out as financial planners. Wirehouses had a 40% market share in 2008. I started my career at an insurance company. That's not how it works anymore.