Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included?

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 130

FMG

SEPTEMBER 29, 2023

Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Placing this lower on the website could lead to the loss of potential clients.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Those are active wealth management and financial education. Including Time Magazine, Wall Street Journal, and much more.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59