Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.
Nerd's Eye View
MAY 7, 2024
In this episode, we talk in-depth about how Hannah embarked on this career journey while also building a family, including how Hannah balanced work, family, and the educational demands of building the credentials needed to effectively serve clients (by reminding herself that the demanding workload was a temporary stop on the way to more long-term rewards), (..)
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Nerd's Eye View
OCTOBER 31, 2023
In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)
Nerd's Eye View
OCTOBER 3, 2023
What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)
Nerd's Eye View
DECEMBER 12, 2022
Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.
Carson Wealth
DECEMBER 13, 2022
These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations. What certifications do you have? Do you have other certifications? Charge a set fee for providing financial planning and investment advice?
Good Financial Cents
DECEMBER 22, 2022
Invest in a Small Business . Open a 529 College Savings Plan. Certificates of Deposit . Invest in Small Business. Open a 529 College Savings Plan. Certificates of Deposit. Invest in a Small Business. Investing in small businesses can be a great way to diversify beyond the stock market.
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