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How Certified Financial Planners Can Leverage Digital Platforms?

International College of Financial Planning

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are so many credentials in the financial services industry, each with their own standards, qualifications, and merits. You can also search for a planner on the CFP board website.

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Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Financial Symmetry

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession.

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Managing Money Stress in Turbulent Times

Your Richest Life

Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan. Having a plan can cut down on your stress, and allow you to feel more in control of your finances. Look into the Financial Therapy Association to find a therapist that suits your needs.

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#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Nerd's Eye View

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

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How women can benefit from better financial planning to get financial stress relief!

Envision Wealth Planning

A good financial stress reliever. While financial education is great, it is time-consuming and doesn’t in itself provide a calming voice for your financial stress if it comes from reading books. A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress.

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The Best Books for Financial Advisors

Indigo Marketing Agency

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. The Best Books for Financial Advisors.