Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 203

Education CFP Certification License 203

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. What we’ve seen in 2022 is that there were a number of hacks. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Gold has transaction value.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

NOVEMBER 22, 2022

Try to safely get access to your identification, birth certificate, and other important documents before leaving. A few documents you should try to collect before leaving include: Driver’s license, state ID, or passport (if you have one). Birth certificate. Marriage license. Social Security card.

Accounting 65

Accounting Planning Banking Certification 65

Sara Grillo

MARCH 13, 2023

Investors can play the spread any number of ways, but that is basically what keeps the ETF in line with its value. Nate is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Financial Advisor 59

Financial Advisor Assets Management License 59