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Nerd's Eye View
DECEMBER 12, 2022
Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.
Sara Grillo
SEPTEMBER 26, 2022
We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. What is your opinion? CFP Board debate.
Sara Grillo
SEPTEMBER 12, 2022
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. For those of you who are new to my blog, my name is Sara. For those of you who are new to my blog, my name is Sara. Are they getting a raw deal? Robert will be on the “for” team.
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