Wealth Management

JULY 18, 2025

In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®). See more from Jay E.

Estate Planning

Nerd's Eye View

MARCH 27, 2023

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. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP

Wealth Management

MARCH 20, 2023

The new advertisement begins running today, and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.

CFP

Nerd's Eye View

JANUARY 27, 2023

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.

Financial Planner

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner

Nerd's Eye View

SEPTEMBER 13, 2024

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

Financial Planner

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients

Abnormal Returns

DECEMBER 12, 2022

blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies. (investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process.

Tax Planning

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. He’s an investment advisor representative and CFP with life and health insurance licenses. He wanted to keep growing but nothing seemed to be working.

Financial Planner

Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. From your website and social media to your advertising and blog articles, every touch-point with prospects is an opportunity to showcase your value proposition and build trust and loyalty with your audience.

CFP

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects. Ascension College Planning Angela M.

Financial Advisor

Indigo Marketing Agency

DECEMBER 18, 2019

Digital Advertising for Financial Advisors. Best For: Advisors who need print and digital advertising materials for a marketing campaign. MBI Direct Mail offers fast and cost-effective print and digital advertising solutions to businesses, agencies, and brokers. Continuing education articles that are approved for CFP CE credit.

Financial Advisor

Good Financial Cents

APRIL 24, 2023

Starting last year, I started working with the peeps over at Wisebread.com as their “CFP” contributor. This includes: scheduling of posts, inserting images, adding meta-tags, formatting posts, dealing with advertisers. Since I absolutely hate the winter, I thought it would be fun to take the fam somewhere warm.

Wealth Management

Investing Caffeine

MARCH 1, 2022

Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web? Slome, CFA, CFP®. For example, what topics below would you select to grab the most attention? Hurricane or Sunshine? Bloody Murder or Baby’s Birthday?

Economics

Sara Grillo

APRIL 28, 2023

About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client. These offers are limited to the services advertised in the promotions contained on this page.

CFP

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers.

CFP

The Irrelevant Investor

MARCH 17, 2021

Obtained a professional designation: Designations like the CFA, CFP, CPA, etc. However, I firmly believe in Charlie Munger’s sage advice that “the best way to advertise yourself is the work right in front of you”. are the easiest ways to garner instant creditability in the professional world.

Wealth Management

Tucker Advisors

NOVEMBER 11, 2021

If you have qualifications or designations like CFP® or your series 65 , add it to your bio. Your cover photo can be anything you want from an advertising space where the image contains your website or just something you enjoy like a band or family photo further showing that you’re a person interacting online, just like them. .

Financial Advisor

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

Carson Wealth

JUNE 16, 2023

Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® , CExP TM , Director, Carson Private Client Wealth Strategy How much is my business worth? The question is fundamental to all business owners. And yet, many only begin to consider the significance when it’s time to sell.

Valuation

Sara Grillo

SEPTEMBER 12, 2022

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? Are they getting a raw deal?

CFP

The Big Picture

DECEMBER 17, 2024

00:22:58 [Speaker Changed] So what’s so intriguing about that is we tend to think of fundamental research, CFP type research as very balance sheet driven. And it doesn’t matter if you’re selling frozen pizza to search advertising, okay? 00:33:55 [Speaker Changed] Winner takes all, 00:33:57 [Speaker Changed] Yeah.

Engineering