CFP Clients Financial Advice Webinar 
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.
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.
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Nerd's Eye View
DECEMBER 12, 2022
Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.
Nerd's Eye View
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
eMoney Advisor
NOVEMBER 10, 2022
As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.
FMG
FEBRUARY 22, 2023
For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. He states that 90% of new business comes from a combination of client introductions and client events. Emory mentions his events are a 50-50 mix of education and social/client appreciation.
Indigo Marketing Agency
MAY 5, 2020
Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. I’m a lecturer at UCLA Extension as part of their CFP program in marketing. How To Grow Your Retirement Plan Business In The 2020 Economic Crisis.
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