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And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.
He’s coached thousands of financialservice professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financialservice model and the journey to holistic planning. R eligion.
He’s coached thousands of financialservice professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?
I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financialservices experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!
Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financialservices industry. Scott has been serving families for 29 years in the financialservices space.
And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. Like everybody will eventually be a financialservices company or an advertising company. So I worked with a certified financialplanner called Katie Song when I was at SoFi. And so that was a fun run.
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
In early 2015, Scott sold his ownership interest in the firm. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning and a graduate Certificate in Financial Therapy at Kansas State University. He started Firstmetric a few years later.
In early 2015, Scott sold his ownership interest in the firm. In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of FinancialServices. He started Firstmetric a few years later. Lee holds a Ph.D.
In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financialplanners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.
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