Indigo Marketing Agency

MARCH 6, 2023

To determine what may be appropriate for you, consult your financial advisor. 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.

CFP 52

CFP Advertising Clients Communication 52

Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Steve Sanduski

AUGUST 31, 2022

Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. My Key Takeaways: Determine where (or if) a financial advisor podcast fits in your business. Julie previously co-hosted the podcast Becoming Referable.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

FMG

OCTOBER 5, 2023

Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Melisa Joy, CFP® of Pearl Planning.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. 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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

AUGUST 8, 2022

Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP). If the professional has too many clients, they might not have enough time to attend to your needs, especially if you want round-the-clock communication. Certified Trust and Financial Officer (CTFA).

Wealth Management 52

Wealth Management Financial Planning Taxes Financial Advisor 52

Darrow Wealth Management

MARCH 21, 2022

This article was written by Darrow Wealth advisor Kristin McKenna, CFP® and originally appeared in Forbes. Disclosures. Examples in this article are generic, hypothetical and for illustration purposes only. Both past performance and yields are not reliable indicators of current and future results.

Assets 52

Assets Wealth Advisor CFP Wealth Management 52