Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 224

Education CFP Certification License 224

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

DECEMBER 18, 2019

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Twenty Over Ten has a free 14-day trial for new clients. . Engaging your clients .

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 196

Ethics Financial Advice CFP Financial Advisor 196

AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. Your clients need to know what you do and who you help early in the bio.

Media 52

Media Clients Education Certification 52