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. It’s a great way to communicate your message, and you’re killing it.’” John, British Columbia, Canada.
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
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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.
eMoney Advisor
NOVEMBER 15, 2022
You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. ” Greater Good Magazine , June, 2017.
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.
Indigo Marketing Agency
DECEMBER 18, 2019
Branding and Communications for Financial Advisors. Impact Communications and Marie Swift. Impact Communications is a full-service marketing communications firm for independent financial advisors and the institutions that support them. You can work with Impact Communications through their hourly consulting service.
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?
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