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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Navigating the World of Forefield Advisor Marketing

Midstream Marketing

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Maintaining open communication channels between these two pillars of the financial foundation is imperative.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. Marketing Yourself: Build, nurture, and shine. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients.

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35 Key Terms In Share Market That You Should Know

Trade Brains

List of Key terms in share market to learn: After learning the basic rules in billiards, a game I’ve wanted to play forever, I was thrown into a conversation at the table where half of the lingo flew straight over my head. What is the Stock Market? What is the Stock Market? Communication. did not make it any easier.

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Begin Your Digital Marketing Journey with a Strong Advisor Website

eMoney Advisor

Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. If you’re finding that your marketing has taken a back seat to everything else you have going on, you’re not alone. It’s hard to know where to begin.