Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

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Ethics Education Financial Advice Communication 237

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. 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. She was also named a Top 10 Financial Advisor by Investopedia.

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Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best? Stay in touch by signing up for my marketing newsletter today!

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Indigo Marketing Agency

JANUARY 17, 2022

I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. 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. If you’re in the UK, Robin is a great financial advisor influencer to follow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.

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Marketing Marketing Banking Numbers 52