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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial PlannerĀ® Certification

International College of Financial Planning

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. The world of financial advising is diverse, with various specializations. What Do Financial Advisors Do? Where Do They Shine?

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Transcript: Peter Mallouk, Creative Planning

The Big Picture

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. They still got their website, they still got their financial consultant in the branch. I, you know, I can do it.

Planning 162
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Should the CFP Board police financial advisor ā€œbad applesā€? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered aā€ professionā€, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFPĀ®, a financial consultant with Advocacy Wealth Management. Robert will be on the ā€œforā€ team.

CFP 59