Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Ellen Rogin.

Financial Advisor

eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors. Sources: 1. The Cerulli Report.

CFP

Carson Wealth

AUGUST 25, 2022

Talk to a Financial Advisor Today. Meet with a qualified financial planner to develop your plan for retirement. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement. 12/10/2019.

Retirement Planning

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

Certified Financial Planner

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. Those are active wealth management and financial education.

Certified Financial Planner

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. You can follow him on Twitter.

Financial Advisor

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. What is “Good Advice”?

Financial Advisor

Harness Wealth

JUNE 1, 2023

The Intangible ROI of Wealth Management The non-monetary return on investment when working with a financial advisor can be equally, if not more, valuable than the financial ROI. For example, the Certified Financial Planning (CFP) Board maintains public databases meant for this exact purpose.

Wealth Management

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning

Your Richest Life

APRIL 14, 2023

drop from the end of 2019. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. The top challenge facing buyers and sellers right now is low housing inventory. Another challenge is affordability.

Marketing

Indigo Marketing Agency

JANUARY 24, 2024

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. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

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. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.

Financial Advisor

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP