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The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financialadvice, with a special focus on Advice Only, Flat Fee, and Hourly service models. “Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.”
You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. CertifiedFinancialPlanner Board of Standards, Inc. www.cfp.net.
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