FMG

MARCH 8, 2023

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. Insulated Bags for Groceries This is an incredibly practical “swag” idea from James Werner, CFP® of Silicon Hills Wealth Management. Pugh CFP®, AIF® of Fusion Financial Group , shared.

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CFP Transportation Wealth Management Communication 52

International College of Financial Planning

MAY 1, 2023

Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language. Certifications like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are also essential for credibility.

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Financial Advisor Certified Financial Planner Certification Financial Planning 52

eMoney Advisor

FEBRUARY 14, 2023

However, that day was a wake-up call about handling couples’ communication issues. I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. We all need to take a break from social media from time to time.

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Financial Planning Planning Communication Clients 40

Carson Wealth

OCTOBER 28, 2022

By Wealth Planner Brady Marlow, CFP ® , CAP ® , CPWA ® , CExP . Using CNBC or other news media outlets as an educational tool: The news preys on short-term thinking and anxiety. Consider how you want to show progress and have influence such as family communications, health and adventure. .

Communication 52

Communication Asset Allocation Investing Investments 52

Sara Grillo

JULY 8, 2022

Read the blog to see what these financial advisor said about what a typical day looks like, and how someone in wealth management typically spends their time. Judson Meinhart, CFP®, BFA . Admittedly I spend 30 minutes a day on social media, Twitter and LinkedIn, but focused on deliberately interacting and not just scrolling.

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Financial Advisor Financial Planner Clients Compliance 59

FMG

JULY 13, 2022

” 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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Media Financial Advisor CFP Wealth Management 72

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. He saw the reality of the industry being that many fee-only wealth management firms may offer financial planning, but it was just a loss leader. He is a CFP and financial advisor, founder or measure twice Financial. Podcast transcript.

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Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings.

Retirement 52

Retirement Economics Retirement Planning 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?

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

APRIL 11, 2022

Please conduct your own diligence on any wealth manager you are considering hiring. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. About your podcast, you have over a million views… I saw something about that on social media. Ryan Firth, CPA.

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Financial Advisor Portfolio Clients Management 52