Certified Financial Planner Magazine Wealth Advisor 
Indigo Marketing Agency
APRIL 28, 2023
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: What is an investment advisor? You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Thanks for reading.
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