Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

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Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

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Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

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Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. I am an irreverent and fun marketing consultant for financial advisors. Ethics matter in financial advice! Ethics matter.

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International College of Financial Planning

MAY 6, 2022

The CFP designation is recognized worldwide and marks excellence in the financial planning industry. In this article, we will discuss the benefits of pursuing a CFP course , the job opportunities available to CFPs, and the future scope of the CFP designation. FP designation. It reveals everything about finance to you.

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Yardley Wealth Management

NOVEMBER 19, 2024

Pet Trusts Ethical Considerations The Importance of Backup Plans Expert Insights: An Interview with Michael Silverman Conclusion Learn More Changing Attitudes Toward Pets Over the past few decades, pets have evolved from being mere companions to integral members of our families.

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Midstream Marketing

MARCH 3, 2025

Leveraging social media, especially platforms like LinkedIn and Twitter, can significantly impact financial advisors’ reach and thought leadership. Transparency, ethics, and inbound marketing also play pivotal roles in building a strong online influence in the financial advisory industry.

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Midstream Marketing

APRIL 14, 2025

Sites like Facebook, LinkedIn, and Twitter allow advisors to share valuable content, engage with followers, and show their expertise in the financial industry. When financial advisors share helpful articles, blog posts, and videos on social media, they can show their knowledge and give good financial advice.

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Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. I was recently featured in a MarketWatch article about how to find a good financial advisor.

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Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

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Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Sara Grillo

JUNE 2, 2022

There was an indexing system envisioned by Brent Weiss of Facet Wealth, described in this article by Bob Veres. Let’s also discuss what the purpose of financial advisor rankings should be. Selling a product does not equal financial advice. What about ethics? Ethical actions that financial advisors take.

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Midstream Marketing

APRIL 7, 2025

SEO Best Practices for Financial Advisors Optimizing your content for search engines is important. Look for the words potential clients use when they search for financial advice. Create high-quality content that answers specific financial planning needs and challenges. Start by doing keyword research.

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WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

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Midstream Marketing

NOVEMBER 6, 2024

Building Trust Through Content Marketing Marketing is a great way to get noticed in the financial industry through effective information sharing. It includes sharing helpful things like blog posts, articles, and updates on social media. It will also help you grow steadily while staying true to ethical standards.

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Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. If writing articles or creating videos isn’t your thing and you want to make money online , try creating an online guide.

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WiserAdvisor

NOVEMBER 21, 2022

If you need help with creating a customized financial plan as per your needs and goals, consider seeking the services of a certified financial planner who can guide you on the same. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. What is a Certified Financial Planner?

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Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Do you have a burning opinion you’d like to share? He is an experienced trial expert witness.

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Sara Grillo

SEPTEMBER 26, 2022

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. Salaske: Right, now.

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Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards. JR feels this is harmful to consumers. #7

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