Business Planning Financial Advice Financial Planner 
Nerd's Eye View
MARCH 27, 2023
According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks). Read More.
Nerd's Eye View
OCTOBER 1, 2024
In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)
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Sara Grillo
MAY 23, 2022
It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.
Midstream Marketing
MARCH 3, 2025
It’s essential to adapt your presence to the platforms where potential clients look for financial advice. By using social media and making interesting content that simplifies complex financial topics, financial advisors can boost their digital presence. Social media platforms like LinkedIn are great for networking.
Good Financial Cents
APRIL 19, 2023
You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.
Nerd's Eye View
MARCH 21, 2023
Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.
The Big Picture
OCTOBER 19, 2022
Just go with your business plan.” Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice. I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard.
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