Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),

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Nerd's Eye View

JULY 17, 2023

The results will be available to Members (and those who participated in the survey itself) next week, with the study available for free to the full advicer community at the end of the summer.

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International College of Financial Planning

NOVEMBER 16, 2023

They’re things like writing blog posts, making videos, hosting webinars, engaging with the community, getting media coverage, and getting good reviews and referrals. Ethical Considerations: As future financial planners and professionals, our students must understand the ethical implications of their online actions.

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eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. eMoney Advisor will not be liable for any actions you may take based on the content of this blog. Crypto in the News.

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Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. .

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Inside Information

DECEMBER 28, 2021

An association can contract with thought leaders who can offer insights and updates to the membership at large, not just through the conferences, but perhaps also in a webinar format. (Another hat tip to the AICPA PFP Section.). (Another hat tip to NAPFA.). The guiding star of all of this is the overall health of the profession.

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Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. And one of the things we spoke about during our webinar a couple of weeks ago, how do you benchmark life insurance? So ethically, I think it applies everywhere. I am a CFA® charterholder and I used to be a financial advisor.

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