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. Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 244

CFP Clients Certification Financial Advice 244

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko. Read More.

Certified Financial Planner 231

Certified Financial Planner CFP Education Financial Advisor 231

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52