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? How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline. What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

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. 3 Examples Using an “As Featured In” Section on Advisor Websites 1.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 29, 2023

So someone checking out financial advisors who don’t know much will see accolades and features and just go ahead and assume that they are a very well-known firm with a wealth of information. Additionally, writers and journalists are very busy people, just like financial advisors.

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

Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59