Remove Advertising Remove Commission Remove Financial Planner Remove Numbers
article thumbnail

Annuities: The Wonder Drug for Your Retirement?

The Chicago Financial Planner

You’ve undoubtedly heard many of these pitches in person or as advertisements. Outside of the most notable failure, Executive Life in the early 1990s, there have not been a high number of insurance company failures. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Joanne Bradford

The Big Picture

She has a number of investments as as really a entrepreneur and a venture investor. San Diego State studying journalism and advertising. Joanne Bradford : I was a journalism major because it was the easiest major at the time, and I went and took advertising courses and went to work at my college newspaper. It was fun.

Startup 143
article thumbnail

What is a Financial Plan, and How Do I Make One?

Harness Wealth

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? If you have a positive number, you have positive cash flow.

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. The advertisements that they produce that says that anyone can call themselves a CFP. Wright: Well, and to respond to that, if I may.

CFP 59
article thumbnail

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

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. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Rent Your Car 18.

article thumbnail

How to Make $1,000 Fast (33 Quick Ways to Make $1,000 This Month)

Good Financial Cents

In my case, it was my experience as a financial planner. You don’t need to be an advertising professional to do this, only someone who knows their way around Facebook and is willing to put in the effort. After all, small businesses don’t have advertising departments. But once you start one, think of it as a business.