Nerd's Eye View
FEBRUARY 16, 2024
Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)
Indigo Marketing Agency
MAY 5, 2020
I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. Here’s the webinar they did for Lockheed Martin.” ” That makes so much sense. Claire: Absolutely.
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Nerd's Eye View
JULY 19, 2023
CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,
Indigo Marketing Agency
DECEMBER 18, 2019
That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . It offers comprehensive solutions, including personalized websites, compliance-ready content, email and social media tools, and more. Exclusive whitepapers, webinars, and management resources . Compliance.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. I try to hold monthly webinars. He is a CFP and financial advisor, founder or measure twice Financial. CODY GARRETT, CFP®: A… Absolutely, thanks so much for inviting me, Sarah. Was this helpful? Date: June 7th, 2022. Sign up here. #3
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