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?
eMoney Advisor
DECEMBER 15, 2022
There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30. However, there are signs that a new generation of financial planners is emerging.
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Sara Grillo
OCTOBER 21, 2022
RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. And I wanted to define some key terms first.
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. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.
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. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.
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