Certified Financial Planner Financial Planning Recruitment 
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
International College of Financial Planning
DECEMBER 23, 2023
These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.
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eMoney Advisor
DECEMBER 15, 2022
The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. As the ranks of financial planners grow and become more diverse, the outlook is bright for the next generation.
Robert B. Ritter Jr.
MARCH 28, 2022
The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. This executive benefit will be difficult to justify if interest rates increase considerably.
The Big Picture
MAY 7, 2024
So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? To my recruiter nanny, what she had to fire her suddenly one day. 00:29:28 [Speaker Changed] Yeah. Can I send my kids to school?
Sara Grillo
SEPTEMBER 26, 2022
We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.
The Big Picture
JULY 29, 2024
00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal.
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