International College of Financial Planning

OCTOBER 26, 2023

Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Embarking on this journey ensures not only professional growth but also the trust and confidence of clients. Educating Clients: Knowledge is power.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

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. It’s also important to share them on social media and guide people to your website. How to Create a Digital Brand?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Sara Grillo

APRIL 19, 2024

How do I best answer the question if prospects (or clients) ask about my plans to retire? Volunteer as a mentor with the local FPA, CFP society, CFA society, etc. Look for career changers who have client service and sales experience in a different industry. Ask the community relations person at CFP Board, NAPFA, etc.,

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

eMoney Advisor

JUNE 8, 2023

The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but in practice, a lack of inclusive practices across the industry has made the experience less than ideal for LGBTQ+ clients and nontraditional families.

CFP 85

CFP Financial Planning Clients Financial Planner 85

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor 203

Financial Advisor CFP Clients Assets 203

Sara Grillo

APRIL 5, 2024

But there are certain stages in the process of earning a client’s trust where a leeeetle financial advisor humor can be a huge asset. Where to use it Two specific places – your website and your social media. 2 Use humor on social media to stop the scroll Check out Mando Sallavanti ‘s posting on LinkedIn.

Financial Advisor 52

Financial Advisor Media CFP Education 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

Alpha Architect

AUGUST 10, 2023

In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. Wes Talks with Belle about Creating Your Own ETF was originally published at Alpha Architect.

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CFP Taxes Clients Management 74

Steve Sanduski

JUNE 27, 2023

Guest: Mark McGrath, CFP® , an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. We talk about that powerful story and how Mark uses social media to connect to his community and turn clicks into new clients. In a Nutshell: Back in March, I saw a tweet from Mark that had gone viral.

Retirement 59

Retirement CFP Clients Media 59

Alpha Architect

NOVEMBER 1, 2023

In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect. If you have business owner clients our are just curious about this innovative approach to 1042 exchanges this is the show for you.

CFP 77

CFP Investing Investments Clients 77

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

International College of Financial Planning

OCTOBER 17, 2023

Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential. Financial advisors now have tools to understand client needs better and deliver a more personalized experience.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Million Dollar Round Table (MDRT)

APRIL 23, 2023

What does that mean for advisors working entirely or partially remote from their clients? Research and sharing Three years ago, Sofia Dumansky, MBA, LUTCF , primarily worked only with clients in Connecticut and Massachusetts. Now, because of the opportunities that Zoom provides, she has licenses and clients in 12 states.

Clients 81

Clients License Communication CFP 81

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. A financial paraplanner is a junior wealth management professional who supports the research, operations, and client service activities of a financial planner.

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Carson Wealth

JULY 12, 2022

She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. . CFP ® – CERTIFIED FINANCIAL PLANNER.

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Financial Advising Financial Planning Ethics Financial Services 98

eMoney Advisor

FEBRUARY 23, 2023

Leveraging a referral network is a powerful way for financial professionals to generate leads, gain new clients, and build a positive professional reputation. Along with your current client base, there are numerous professionals who come into contact with people who fit your ideal client profile.

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Financial Planner Recruitment Clients Financial Advisor 118

FMG

JUNE 27, 2023

Coming up with these tasks can be challenging, especially if you’re new to social media or digital marketing in general. From social media to blog posts, use these activities as a base for creating a schedule specific to your firm to achieve your goals. Every time you blog, social media should hear about it!

Marketing 52

Marketing Marketing Media Clients 52

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

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Marketing Marketing Financial Advisor Media 52

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

FEBRUARY 9, 2024

1 Find out their interests on social media (more likely Facebook) and send them something in the mail related to it. I once had this client that I just couldn’t close. Today, take a minute to review the contact fields on your website, email, and social media. Try this. #1 Alright that’s all for now. Thanks for reading.

Financial Advisor 52

Financial Advisor Media Consulting Numbers 52

Steve Sanduski

AUGUST 31, 2022

And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects. Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. The advantages a financial advisor podcast has over other marketing media.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. What do real-life clients have to say about working with Indigo Marketing Agency?

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

MAY 1, 2023

They also have strong analytical and problem-solving abilities, enabling them to identify the best financial solutions for their clients. Certifications like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are also essential for credibility.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best?

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Consulting 130

FMG

AUGUST 23, 2022

Why Approachable Content Strikes The Best Tone for Building Loyal, Happy Clients via Perfectly Planned Content. Will being “approachable” make your clients think less of you? Dive right in and start creating content that connects with your prospects and clients. 373) via ProudMouth.

Clients 52

Clients Financial Advisor CFP Planning 52

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. Judson Meinhart, CFP®, BFA . Once the inbox is done, it’s off to client accounts. So please subscribe!

Financial Advisor 59

Financial Advisor Financial Planner Clients Compliance 59

BlueMind

JULY 15, 2022

Attempting to deceive clients by distorting the price and the value of the security. Pressuring a client to buy or sell securities that are not in their best interest. Pressuring a client to buy or sell securities that are not in their best interest. Not accurately disclosing the level of risk of a security to a client.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. See, almost all financial advisors would say that they love their clients. Ethical financial advisors.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well.

Investing 52

Investing Investments CFP Financial Advisor 52

FMG

MARCH 8, 2023

Company swag is a great way to build culture and also to boost your brand presence by providing clients and prospects with something that will keep you “top of mind” when they see the item. So, for today’s blog, we took to social media to see what people are giving to employees, handing them out at conferences, and more.

CFP 52

CFP Transportation Wealth Management Communication 52

Sara Grillo

MARCH 22, 2024

James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount). I also offer AUM for clients who do not want planning. Laurent [link] Flat-fee financial planning for people working remotely and striving for financial freedom. Chris Shoup [link] Georgia David E.

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Financial Planning Fee Only Financial Planner Financial Advisor 52