Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

The Big Picture

MAY 7, 2024

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.

Startup 141

Startup Advertising Engineering Numbers 141

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? We were able to buy advertising really cheap. RAMPULLA: I think financial services for a long time had been a bit stodgy, right.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

DECEMBER 28, 2022

RITHOLTZ: I read a crazy statistic somewhere, I don’t recall if it was in the book or elsewhere, in the state of Pennsylvania, the certified financial planners, something like 96% of them in the state work for Vanguard. For example, they believe that a board of directors should have an incentive in the company stock.

Management 177

Management Investing Investments Clients 177

Sara Grillo

SEPTEMBER 12, 2022

Despite the incidences mentioned in #5, the CFP Board has spent millions in advertising telling consumers they should always trust a CFP® professional and if they don’t have the CFP designation you just don’t know about their integrity. Verify a CFP® Professional, Financial Advisor U4’s. JR feels this is harmful to consumers. #7

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. 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