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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Typical areas of study include finance, economics, business, and accounting. Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program.

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What are the Different Types of Financial Advisors?

WiserAdvisor

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Accountants An accountant is a professional who audits and analyzes accounts and financial statements.

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Solving Cash Flow Issues in Your Web Design Business

Steve Feinberg

Irregular income like this presents cash flow issues in web design businesses even when you know how much income to expect, but it won’t hit your account in time to pay off your obligations. If you are ready to take a more active role in managing your cash flow but don’t know where to begin, Appletree Business Services is ready to help.

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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

ChFC ® – Chartered Financial Consultant. Using the ChFC ® designation requires three years of experience and completing a rigorous combination of courses in financial planning, including an advanced investment course, income tax classes, planning for families with special needs and solving applied case studies.

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7 Ways to Optimize Your Google Business Profile To Get More Local Traffic

FMG

GBP is a free and user-friendly tool where you can manage your financial planning business’ digital presence for both Google Search and Google Maps. If you already have a Google account, you can use this to claim your business listing. Instead, when claiming your account, use your personal home address.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

They can take into account crucial details, such as interest rates, repayment terms, and loan providers, and implement a strategic and systematic approach to debt repayment. Financial advisors can also help physicians cater to significant life goals like saving for retirement.

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Financial Advisor Landing Page Examples and Best Practices

FMG

Financial Consultants of America has included a unique financial advisor landing page, in that they are using a referral program with two calls-to-action, saying “Send Us Their Info” and “Get Our Contact Information.” In fact, in the first quarter of 2021, mobile devices generated 54.8