Business Planning CFP Financial Advice 
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! Read More.
Nerd's Eye View
JUNE 24, 2024
Incidentally, this strategy can also improve the firm's client retention in the long term, since clients are sold on the firm experience rather than on any one individual advisor.
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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.
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.
Nerd's Eye View
DECEMBER 6, 2023
But once a financial coach addresses specific questions from clients around actual securities (e.g., This insight can be invaluable in shaping their services while staying within regulatory boundaries, allowing them to confidently guide those in need of financial advice.
Nerd's Eye View
JULY 25, 2022
All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)
Steve Sanduski
NOVEMBER 12, 2024
including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Brighton Jones’s unique approach to business planning.
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