Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

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Financial Planner Financial Planning Ethics CFP 45

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? 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?

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Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? 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?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

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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Financial Advisor Ethics Media Clients 52

Cornerstone Financial Advisory

NOVEMBER 6, 2024

All Bible verses in this article are English Standard Version (ESV). ” are common among believers striving to align their financial practices with their faith. .” Invest Ethically Choose investments that align with your Christian values, supporting businesses and practices that are in line with biblical principles.

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Cornerstone Financial Advisory

NOVEMBER 20, 2024

All Bible verses in this article are English Standard Version (ESV). Ethical investing: Consider investing in companies or funds that align with Christian values. As Christians, we’re called to be good stewards of the resources God has entrusted to us. But what does this look like in practice?

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Certified Financial Planner Accounting Budgeting Management 52

Sara Grillo

DECEMBER 22, 2023

It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I was recently featured in a MarketWatch article about how to find a good financial advisor. Six Core Fiduciary Duties for Financial Advisors. Read it here. And now let’s get on with it!

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. 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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Accounting Investing Investments Media 105

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Certified Financial Planner Financial Planner CFP Financial Planning 40

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. Wright: Well, and to respond to that, if I may.

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CFP Financial Advisor Financial Planner Ethics 59

Nerd's Eye View

JULY 22, 2022

From there, we have several articles on the value of financial planning: Why it is vital for advisors to focus on their clients’ understanding of the value they are receiving, as well as what separates the advisor’s value proposition from the client’s other options.

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Financial Planner Financial Planning Ethics Retirement 246

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.

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CFP Financial Planner Ethics Financial Planning 80

Nerd's Eye View

FEBRUARY 28, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools.

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Financial Planner Retirement Planning Retirement Ethics 236