Remove Certified Financial Planner Remove Communication Remove Recruitment
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Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

The Certified Financial Planner®, awarded by the Financial Planning Standards Board, India, is one of the most esteemed certifications. It requires passing a comprehensive exam, completing relevant coursework (submitting a holistic financial plan), and gaining practical work experience.

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Transcript: Joanne Bradford

The Big Picture

So I worked with a certified financial planner called Katie Song when I was at SoFi. To my recruiter nanny, what she had to fire her suddenly one day. And what do you do in that situation and how do you communicate that to your, to your boss, your manager, in those kinds of environments?

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Transcript: Natalie Wolfsen, Orion CEO

The Big Picture

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. Again, as a first draft with within advisor teams or between the advisor and the investor.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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.

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