Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. Remember, your company culture is a powerful asset that sets you apart and communicates why prospects should work with you.

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CFP Advertising Clients Financial Advisor 52

NAIFA Advisor Today

APRIL 25, 2024

Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional.

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Certified Financial Planner Financial Planner Compliance CFP 64

Abnormal Returns

JANUARY 30, 2023

riabiz.com) Why the CFP is splitting into two organizations. kitces.com) How to communicate with a client leaving your practice. papers.ssrn.com) There's no downside for aging parents to communicating about your financial plans. (citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. bloomberg.com)

Management 201

Management Nonprofit Financial Planning Communication 201

Nerd's Eye View

MAY 6, 2024

WhatsApp ), in a reminder to all advisory firms that all business-related communication must be archived (and reviewed!) WhatsApp ), in a reminder to all advisory firms that all business-related communication must be archived (and reviewed!)

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Financial Advisor Retirement Planning CFP Clients 152

Abnormal Returns

MARCH 6, 2023

morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects. advisorperspectives.com) What does the research say about CFP misconduct? citywire.com) Compliance Why compliance needs to embrace technology and become nimbler.

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Compliance Wealth Management CFP Financial Advice 144

Abnormal Returns

JANUARY 23, 2023

standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. kitces.com) CFP candidates are becoming more diverse. Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

Million Dollar Round Table (MDRT)

JULY 24, 2022

So how can we best communicate the risk of inflation to our clients and prospects? By Richard Dobson Jr., Inflation has devastating effects on our clients’ savings and investment accounts, and advisors must help them understand why it is a major factor behind our advice to allocate a portion of their core assets to equities. Keep it simple.

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CFP Communication Clients Accounting 79

Million Dollar Round Table (MDRT)

JUNE 1, 2023

By Alessandro M.

Communication 76

Communication CFP Clients Financial Advisor 76

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Million Dollar Round Table (MDRT)

MAY 11, 2023

Instead, communicate like some of the most successful leaders and companies. It’s important for you to have the client feel that they like you, feel that you care about them,” said 18-year MDRT member Alain Quennec, CFP, CIM , of Vancouver, British Columbia, Canada. Talk about your why. Why do you care?

Clients 76

Clients CFP Communication Marketing 76

Million Dollar Round Table (MDRT)

DECEMBER 14, 2023

You’re not alone, and many MDRT members have seen the need to simplify this process of communication and staffing. Beth Lachance Hesson, CFP, CLU , a 29-year MDRT member from Midhurst, Ontario, Canada, experienced this when hiring a new administrator and discovering that the role, previously occupied by her son, was not documented.

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CFP Communication Management 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Million Dollar Round Table (MDRT)

OCTOBER 18, 2022

By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. I’ve realized that communicating with new people is interesting, once they start talking. But does it work that way in reality? And I’ve found a few techniques that work for me.

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CFP Communication Insurance Clients 89

International College of Financial Planning

DECEMBER 23, 2023

Skills in communication and client relations are crucial, as they enable advisors to effectively understand and meet client needs. This approach equips candidates with essential skills, enabling them to swiftly become successful CFP® professionals in the fast-paced world of financial advising.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Nerd's Eye View

AUGUST 15, 2022

Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 161

Clients Financial Advice Financial Planning Fee Only 161

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 221

Financial Planner Management Planning Financial Advisor 221

eMoney Advisor

JUNE 8, 2023

This could be as simple as asking whether there is anything they want you to know about their pronouns and name in your meeting request form so it’s easy for them to communicate how they want to be recognized. “I For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

Nerd's Eye View

AUGUST 15, 2022

Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 147

Clients Financial Advice Financial Planning Fee Only 147

Million Dollar Round Table (MDRT)

APRIL 23, 2023

For Brad Brain, CFP, CLU, that means utilizing Loom, a video messaging service through which he records video updates for clients and creates the sensation of a direct meeting without actually having one. “One It’s a great way to communicate your message, and you’re killing it.’” John, British Columbia, Canada.

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Clients License Communication CFP 81

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

DECEMBER 5, 2022

Using communication skills derived from financial counseling , learn what would be a win for each of the partners. When working with a conflicted couple, financial professionals can employ nonviolent communication to help keep couples on the path to collaboration. Nonviolent communication was created by Marshall Rosenberg in the 60s.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program.

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Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

JULY 10, 2023

Additionally, acquiring relevant certifications and qualifications such as a postgraduate degree in finance, chartered financial analyst (CFA) designation, or certified financial planner (CFP) certification can enhance credibility and employability. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Million Dollar Round Table (MDRT)

OCTOBER 5, 2023

By Clay Gillespie, CFP, CLU There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of it.

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Retirement Clients CFP Assets 88

International College of Financial Planning

MAY 9, 2024

Modern customer relationship management (CRM) systems also streamline client communications by efficiently tracking interactions and automating routine communications. This is crucial in maintaining the confidentiality of sensitive client information.

Investing 52

Investing Investments Investment Advisor Budgeting 52

FMG

OCTOBER 5, 2023

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Charitable Gifts We love this one from John Barrios, CFP® , owner of Barrios Financial Services , as it’s truly all about the season of giving. Melisa Joy, CFP® of Pearl Planning. What a great idea!

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Million Dollar Round Table (MDRT)

JULY 25, 2023

Rogers, CLU, CFP The primary role model for me was MDRT member John F. By James E. Savage, CLU , of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I enjoyed chatting with him. Savage’s book, “The Easy Sale,” explained how he sold as a life insurance agent.

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Sales Medicine CFP Medical 79

Indigo Marketing Agency

JANUARY 24, 2024

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. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.

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CFP Financial Advisor Communication 81

Indigo Marketing Agency

JANUARY 24, 2024

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. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. This means knowing your clients and the risks they face and communicating when there’s an active threat. Attendees will be eligible to earn 1 CFP® CE credit. Insurance in Financial Planning.

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Financial Planning Clients Planning Estate Planning 97

FMG

FEBRUARY 22, 2023

Why we love it: Email is used as both a method of communication and a way for financial advisors to market their business. In fact, email is such a key player in advisor marketing communication that SmartAsset found 30% of advisors use email as their primary method of communication with clients.

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Marketing Marketing Financial Advisor Media 52

Sara Grillo

SEPTEMBER 18, 2022

It’s about how you communicate. Communicate transparently if you want to contain; otherwise you are locking your client in a control regime that benefits you more than them and in some cases it’s totally destructive. Should you cancel your CFP designation? Or whether you are a good person or not. Actually it is neither.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

International College of Financial Planning

MAY 29, 2023

After completing the CFP course, you can expect better job placements and opportunities. Certified Financial Planner (CFP) : This course equips students with comprehensive knowledge in financial planning, investment strategies, risk management, and retirement planning. ICOFP offers several courses to kickstart a career in finance.

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Certified Financial Planner Financial Planner Wealth Management Certification 40

Carson Wealth

OCTOBER 28, 2022

By Wealth Planner Brady Marlow, CFP ® , CAP ® , CPWA ® , CExP . Not connecting their professional team: Even though most business owners know how vital effective communication is when running a business, many don’t create communication channels among their various advisors. This can lead to financial decision bottlenecks. .

Communication 52

Communication Asset Allocation Investing Investments 52

Darrow Wealth Management

MAY 6, 2024

Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company. Consult the attorney for guidance as needed. It’s important that things like mortgage and insurance payments are kept current.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Steve Sanduski

AUGUST 31, 2022

Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Publish new content consistently, monitor your metrics (such as downloads and engagement), and communicate regularly with subscribers in your email database. Joining me for this podcasting roundtable are: Julie Littlechild , founder and CEO of Absolute Engagement.

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Financial Advisor Media Wealth Advisor CFP 59