Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

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. ” Why Benjamin “graduates” clients if he feels his firm no longer delivers enough value for their fees.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Go for Fee-Only Financial Advisors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Certified Financial Planner Board of Standards, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59