Business Planning, Certification, CFP and Financial Advice

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

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. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP

CFP Clients Certification Financial Advice

#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking

Banking Financial Advisor CFP Financial Advice

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

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. Read More.

Education

Education CFP Certification License

Financial Advisor Source

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Webinars

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