Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
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CFP Financial Advisor White Paper 
188 
#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
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Financial Advisor Landing Page Examples and Best Practices
FMG
JULY 13, 2023
When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.
What is the Difference Between a 401k and an IRA?
Walkner Condon Financial Advisors
AUGUST 13, 2022
For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR. Mitch DeWitt is one of the co-founders and managing partners of Walkner Condon Financial Advisors.
Indexed Annuities: The New Retirement Pensions?
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It For decades now, the financial industry has presented indexed annuities as products. Some financial advisors used them in ways that did not maximize their advantages for the client.
How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)
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.
How Getting Women Into Financial Planning Can Benefit Everyone
Walkner Condon Financial Advisors
JUNE 2, 2023
Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention.
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