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Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. I’ve seen clients significantly boost their income by strategically investing in their careers.

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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

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How Long to Keep Important Financial Records

MazumaBusinessAccounting

At Mazuma, our accounting experts help our clients save and organize important financial information in a secure online portal so the information never gets lost and is easily accessible. Some documentation has no expiration date, such as birth certificates and social security cards. Why should you keep some items permanently?

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

Carson Wealth

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. .

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5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients

Indigo Marketing Agency

Don’t forget to showcase your credibility through client testimonials, case studies , and any relevant certifications or achievements that build trust—in a compliant way, of course. Networking in spaces like local retirement planning events or online forums can also help you get in front of the people who truly need your services.

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

International College of Financial Planning

A financial advisor provides financial knowledge and advice to customers to make informed decisions, which is critical, especially when it comes to meeting long-term financial goals. A Spectrum of Opportunities The canvas of financial advisory is vast and varied: Delve into niches like retirement planning or wealth management.