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Weekend Reading For Financial Planners (November 25-26)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

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Kitces & Carl Ep 121: Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?

Nerd's Eye View

And while some form of advertising is how firms have traditionally attracted clients, some advisors have asked if not actively marketing themselves can be a viable option, where new clients find their way to the advisor through a referral network who vouches for the good service they provide. Read More.

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AI-Generated Financial Advice And The Fiduciary Catch-22

Nerd's Eye View

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

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4 Steps to Build a Financial Advisor Marketing Plan

FMG

What separates good financial advisors from great ones is their ability to build and enact marketing plans. A marketing plan is the advertising strategy a business takes to sell its product or service. Marketing plans are what you make them, we’re here to help you build one that works for you.

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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 179
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 158