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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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What is a Financial Plan, and How Do I Make One?

Harness Wealth

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

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Diagnosing Google Ads Performance: 5 Common Mistakes & How to Solve Them

Indigo Marketing Agency

Google Ads operate on an auction system whereby advertisers compete for the top ad position based on how much they bid and their Quality Scores. For instance, if a firm’s name is Grand Canyon Financial Planning, it’s unlikely their Google Ad would appear in the top spot for consumers searching “Grand Canyon.”

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Transcript: Joanne Bradford

The Big Picture

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

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Conflicted Rankings 

Inside Information

We all like to know who are the real up-and-comers in our profession, the younger career financial planners who are exhibiting strong professional leadership skills and extraordinary talents. Wait; what?!? But the magazine keeps sending issues to me.

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How to Make $1,000 Fast (33 Quick Ways to Make $1,000 This Month)

Good Financial Cents

In my case, it was my experience as a financial planner. You don’t need to be an advertising professional to do this, only someone who knows their way around Facebook and is willing to put in the effort. After all, small businesses don’t have advertising departments. But once you start one, think of it as a business.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. The advertisements that they produce that says that anyone can call themselves a CFP. Wright: Well, and to respond to that, if I may.

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