Million Dollar Round Table (MDRT)

APRIL 23, 2023

Now, because of the opportunities that Zoom provides, she has licenses and clients in 12 states. 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

Clients 82

Clients License Communication CFP 82

International College of Financial Planning

APRIL 20, 2022

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. The most beneficial certificates are the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA). You may also need to obtain certifications and a license.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. However, that day was a wake-up call about handling couples’ communication issues. We all need to take a break from social media from time to time. He became an essential resource, and the rest is history.

Financial Planning 40

Financial Planning Planning Communication Clients 40

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses. Services: Investment management, retirement planning, fee-based financial planning Note: Rodolfo holds insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59