International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The exam no longer includes essays or written response questions.

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eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Lazetta believes that solid financial advice is not just for the 1%.

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Indigo Marketing Agency

JANUARY 17, 2022

You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. If you’re in the UK, Robin is a great financial advisor influencer to follow.

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