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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. A well-defined value proposition helps you: Communicate more effectively. Go for Fee-Only Financial Advisors.

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8 Ways to Stand Out on Social Media as a Financial Advisor

FMG

” And we always tell them how important it is to share content and engage on social media. billion people on social media , how can you stand out from the crowd? We’re sharing eight ways to stand out on social media and ultimately grow your business. 8 Ways to Stand Out on Social Media. But with 3.96

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Advice-only financial planners are stealing the show!

Sara Grillo

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I appreciate you having me on today. That’s how you get paid.