101 Ways Advisors Can Add Value And Attract Their Ideal Clients
Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)
Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
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Should you cancel your CFP designation?
Sara Grillo
SEPTEMBER 12, 2022
The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.
Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
The advertisements that they produce that says that anyone can call themselves a CFP. Yeah, I think you could probably make a pretty good argument that, Hey, maybe we shouldn’t have spend so much on advertising and maybe we spend a little bit more on enforcement so that our credibility doesn’t go down.
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