Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin Brandt and I discuss: Why Benjamin only accepts new clients from his podcast audience and in limited cohorts.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

International College of Financial Planning

AUGUST 2, 2021

Financial advisors work with different kinds of organizations, and these include –. Wealth Management Firms. Debt Management Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Clever Girl Finance

JULY 16, 2023

What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52