International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Do you agree?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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.

Investing 52

Investing Investments CFP Financial Advisor 52

Envision Wealth Planning

APRIL 10, 2022

Causes of financial stress. In his 2020 blog post, Jim Yih, a Canadian Financial Advisor highlighted seven causes in his blog post, 7 Causes of Financial Stress: High debt levels. Real estate won’t be our financial savior. Moreover, what financial education should you start with? Low savings rates.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 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?

CFP 59

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?

CFP 80

CFP Financial Planner Ethics Financial Planning 80