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 98

CFP Advertising Marketing Marketing 98

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 82

Financial Planner License Advertising Investment Advisor 82

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 130

Tax Planning Financial Advising Advertising Startup 130

FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Good Financial Cents

APRIL 24, 2023

Starting last year, I started working with the peeps over at Wisebread.com as their “CFP” contributor. This will include Alliance Wealth Management, LLC and all of my online businesses. Streamline duties of Alliance Wealth Management, LLC. I am already ready to go! Complete Course for Wisebread.com.

Wealth Management 112

Wealth Management Clients Management Certification 112

The Irrelevant Investor

MARCH 17, 2021

I’m 29, working for a team at an independent wealth management firm, and have been in the industry for about a year and a half now. I didn’t come from wealth, nor did I have any connections in the industry starting out. Obtained a professional designation: Designations like the CFA, CFP, CPA, etc.

Wealth Management 52

Wealth Management Clients Financial Advisor Financial Planning 52

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. “If

CFP 40

CFP Commission Education Investments 40