Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

CFP 245

CFP Clients Certification Financial Advice 245

The Big Picture

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. Just go with your business plan.”

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Advertise with Your Car 22. Check out their site to see if they’re currently advertising in your area. Deliver for Instacart 16. Deliver for Postmates 17.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. Whereas eTrade they were spending billions on advertising.

Media 281

Media Investing Investments Valuation 281