International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!

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Ethics Financial Advisor Financial Planning Clients 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Today we will show you how to grow on Twitter as a financial advisor. Before we dive in, we want to explain how this can inform and grow your financial advisory practice. Table of Contents .

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Financial Advisor Accounting Financial Advice Media 52

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Join the Transparent Advisor Movement. Or whether you are a good person or not.

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Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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Insurance Financial Planner Fee Only Financial Advisor 98

WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. The result is a personalized investment strategy tailored to your needs and financial goals. Need a financial advisor?

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Management Financial Advice Financial Advisor Risk Tolerance 59

FMG

FEBRUARY 22, 2023

In the case of financial advisors, they need to find the marketing tactic that works best for their niche. For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. The same goes for financial advisors and anyone else in the finance field.

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Marketing Marketing Financial Advisor Media 52

International College of Financial Planning

OCTOBER 17, 2023

Financial advisors now have tools to understand client needs better and deliver a more personalized experience. This fosters trust and strengthens the bond between clients and financial planners, ensuring long-term associations. Why Financial Advisors Need to Adapt to Digital Management Platforms?

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Carson Wealth

JULY 12, 2022

In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors. Professional Certifications for Financial Advisors. Three broad financial planning designations include: .

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Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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Insurance Financial Advisor Retirement License 59

Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

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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

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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