International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner

Carson Wealth

AUGUST 25, 2022

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. If you’re not currently working with a financial advisor, we can help. 12/10/2019.

Retirement Planning

Your Richest Life

SEPTEMBER 12, 2022

That being said, travel prices are still about 17 percent higher than they were in 2019 , so make sure to leave some room in your budget if you haven’t traveled in awhile. Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis.

Budgeting

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner

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. In addition, join a financial organization to gain credibility and become more established in the industry.

Certified Financial Planner

Your Richest Life

AUGUST 10, 2024

You can also start to make a list of any big-ticket gifts or items you plan to buy this year, so you can keep an eye out for deals. The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. For more information on the services offered, contact Katie today.

Budgeting

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

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

Wealth Management

Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. Slome, CFA, CFP®. www.Sidoxia.com.

Economics

Investing Caffeine

APRIL 1, 2022

As I pointed out last month, we are coming off a heroic advance over the last three years (2019/2020/2021) with the S&P 500 soaring +90%. Slome, CFA, CFP®. The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. www.Sidoxia.com.

Economy

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. She obtained her CFP designation in 2003.

Financial Advisor

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Slome, CFA, CFP®. More specifically, the S&P 500 fell -5% for the month and the NASDAQ -9%. www.Sidoxia.com.

Math

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well. So please subscribe!

Investments

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

Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Slome, CFA, CFP®. Naturally, the follow-on question I get most is, “What about next year?”

Investments