article thumbnail

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

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Cultivate your network, establish a robust social media presence, and consider launching a personal website to showcase your expertise. Embark on this journey with dedication, and the world of financial planning awaits you!

article thumbnail

Navigating Technology and Social Media for Greater Engagement With Bryon Holz

NAIFA Advisor Today

He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification.

Media 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Professional Certifications for Financial Advisors. Professional certifications and degrees, or the letters that come after a name, represent additional steps an advisor has taken on their professional journey. . ChFC Ā® ā€“ Chartered Financial Consultant. Life Insurance. Do a quick Google search.

article thumbnail

Crypto ā€“ just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright argues that we could diminish any asset that way, even stock certificates. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Gold has transaction value. All value is relative. It is what one person determines with another person engaging in a market.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The debaters include: Robert Wright, CFPĀ®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 80