CFP Engineering Financial Planner 
Nerd's Eye View
APRIL 28, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)
Nerd's Eye View
FEBRUARY 2, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
International College of Financial Planning
SEPTEMBER 3, 2021
When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.
International College of Financial Planning
NOVEMBER 16, 2023
Interestingly, 42% of investors search for an advisor online, using search engines like Google. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Make it count!
Indigo Marketing Agency
APRIL 28, 2023
Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Cornerstone Financial Advisory
NOVEMBER 6, 2024
The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community. Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com
Indigo Marketing Agency
DECEMBER 8, 2022
If your prospects are experiencing dissatisfaction with their current financial advisor, a market downturn could be the straw that breaks the camel’s back, inciting them to look elsewhere for help. . When someone types “financial advisor” into Google, does your firm show up? The proof is in the pudding.
Expert insights. Personalized for you.
246 
Let's personalize your content