Establishing an Online Presence for Your Certified Financial Planner Practice
International College of Financial Planning
NOVEMBER 16, 2023
For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. By using your website to highlight your expertise and the tailored advice you offer, you might convince more potential clients to get in touch.
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