Clever Girl Finance

JUNE 5, 2025

With over 5 million downloads and ranked as one of the top finance podcasts for women by Black Enterprise and Refinery 29 , the Clever Girls Know Podcast covers business, finances, and life topics. Our podcast was built to inspire women to achieve financial success. Our favorite episode of Afford Anything: You Made a Money Mistake.

Certified Financial Planner 52

Certified Financial Planner Financial Advice Budgeting Food 52

The Big Picture

MAY 13, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

Clients 130

Clients Investments Investing Management 130

Investment Writing

FEBRUARY 6, 2024

” As it says in its guidelines, Certified Financial Planner Board of Standards Inc. ” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. Will you land in trouble if you don’t abide by the guidelines?

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. Downloadable reference materials to provide members with tangible resources for future media opportunities.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Steve Sanduski

JUNE 22, 2022

If you’d like to learn more about the Return on Life philosophy and explore becoming a Life-Centered Financial Planner, click here. . Guest: Natalie Taylor , a Certified Financial Planner and Behavioral Financial Advisor. What technology can and cannot do relative to human financial advisors.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

Indigo Marketing Agency

JULY 23, 2024

Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. Why is it important to have a clear call to action (CTA) on a financial advisor's website?

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Midstream Marketing

SEPTEMBER 15, 2019

In this article, we are reviewing the first 10, but we took the time and created an easy download if you want to take the longer list with you. If you make it a priority to follow just one financial advisor or wealth management blog, do yourself a favor and make sure it’s this one. You can download that document right here.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52