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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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#FASuccess Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years, With AJ Ayers

Nerd's Eye View

AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 245
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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. How We Can Help.

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FARE helps Black financial professionals thrive

Nationwide Financial

To overcome the generalized distrust of many Black consumers, financial professionals will need to spend more time building and developing their relationships with Black clients — specifically understanding and addressing their unique needs.

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Top Compliance Challenges Financial Advisors Face

BlueMind

Attempting to deceive clients by distorting the price and the value of the security. Pressuring a client to buy or sell securities that are not in their best interest. Pressuring a client to buy or sell securities that are not in their best interest. Not accurately disclosing the level of risk of a security to a client.

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Mazagon Dock Shipbuilders: A Rising Company in the Defence Sector?

Trade Brains

crores in 2021-22. With an extensive library of designs catering to both domestic and international clients, Mazagon Dock has constructed 801 vessels since 1960, including warships, destroyers, missile boats, and submarines The company currently has a large library of designs for a variety of items for both domestic and foreign customers.