Remove Advertising Remove Certification Remove CFP Remove Financial Advice
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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!

CFP 244
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 161
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 147
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Should you cancel your CFP designation?

Sara Grillo

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? So please subscribe!

CFP 80