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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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

Nerd's Eye View

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.

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Building An Inclusive Hiring Process To Decrease Bias And Find Your Firm’s Ideal Candidate

Nerd's Eye View

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas.

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Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)

Nerd's Eye View

Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M

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Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms

Nerd's Eye View

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 The typical service advisor without CFP certification earns $48.83 hour, compared to $120.00

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Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

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#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

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