Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advisor 201

Financial Advisor Financial Advice Ethics Financial Planning 201

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. This means you can get your message out to people, including clients and potential clients. How to Create a Digital Brand?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. billion in client assets. Steve Sanduski.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 196

Ethics Financial Advice CFP Financial Advisor 196

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 45

Education Investing Investments CFP 45