Your Richest Life

APRIL 11, 2025

Social media finance gurus, coworkers and neighbors all become overnight experts in how to manage your investments. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. The truth is, market volatility is actually quite predictable.

Marketing

Clever Girl Finance

JUNE 5, 2025

Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist. She has since gone on to write 11 best-selling books and create a powerful brand called Her Media. She is also the financial editor of NBC’s Today Show. Her journey started in college as an English major.

Certified Financial Planner

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. Slome, CFA, CFP Plan. What were screams of fear just last month turned into cheers of optimism after a trade deal between the U.S. and the U.K.

Economics

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner

Nerd's Eye View

AUGUST 22, 2023

What's unique about Cary, though, is how she navigated selling her practice to United Capital and after several years of establishing herself in a leadership role, she then had to navigate the sale of United Capital itself to Goldman Sachs, and the complexities and challenges that followed as she found herself in a very different kind of culture that (..)

Financial Advisor

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

Media

Nerd's Eye View

JULY 4, 2023

In this episode, we talk in-depth about how, while Melissa was being considered for partnership at her former firm, she decided to have outside counsel review the firm’s operating agreement (with its provisions and limitations about what happens if the partnership were to be dissolved) so she could be clear on what that would mean for her if (..)

Financial Advisor

FMG

JULY 13, 2022

” And we always tell them how important it is to share content and engage on social media. billion people on social media , how can you stand out from the crowd? We’re sharing eight ways to stand out on social media and ultimately grow your business. 8 Ways to Stand Out on Social Media. But with 3.96

Media

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor

FMG

APRIL 5, 2023

Every financial advisor wants to find success on social media, whether they’re doing it to reach a larger audience or want to engage with their current one. It’s important to understand that social media is a constantly evolving machine that is always finding new ways to allow users and creators to interact with one another.

Media

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016.

Financial Planner

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. Social media makes it easy for a reputation to be tarnished. Do you like what you found on social media when you searched for yourself? Perception matters in business. Determine your image or brand.

Clients

Walkner Condon Financial Advisors

JANUARY 13, 2023

Financial buzzwords like inflation and interest rates appeared constantly in the media and social media, and rightfully so with the role they played. Mitch DeWitt, MBA, CFP®. Jonathon Jordan, CFP®, CEPA. Alicia Vande Ven, MS, Candidate for CFP® Cert. Stan Farmer, CFP®, J.D. Financial Advisor. on average.

CFP

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients

Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. From your website and social media to your advertising and blog articles, every touch-point with prospects is an opportunity to showcase your value proposition and build trust and loyalty with your audience.

CFP

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP

Alpha Architect

AUGUST 10, 2023

In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF.

CFP

Carson Wealth

JULY 12, 2022

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. Three broad financial planning designations include: . Life Insurance.

Financial Advising

Alpha Architect

NOVEMBER 1, 2023

In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect.

CFP

Your Richest Life

MARCH 15, 2023

According to Mint , more than a third of Americans admitted to overspending to keep up with the fun things their friends post on social media. Once again, planning (and staying off social media) can help you overcome your FOMO. For more information on the services offered, contact Katie today.

Budgeting

Darrow Wealth Management

JUNE 10, 2024

The media makes it hard to ignore the political noise, especially as the election nears. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Only investing during Democratic terms would improve average returns to about 5%. Past performance is not a guarantee of future results.

Marketing

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.

Insurance

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. It’s also important to share them on social media and guide people to your website.

Certified Financial Planner

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

Darrow Wealth Management

OCTOBER 21, 2024

Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation. Please refer to the media page for more information and links to published works.

Taxes

Darrow Wealth Management

OCTOBER 10, 2022

Series I Bonds have been getting a lot of attention in the media because current rates are a stunning 9.62%. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. So if interest rates go up, your bond is worth less (all else equal). As an added bonus, Treasuries are exempt from state tax.

Accounting

Million Dollar Round Table (MDRT)

APRIL 23, 2023

For Brad Brain, CFP, CLU, that means utilizing Loom, a video messaging service through which he records video updates for clients and creates the sensation of a direct meeting without actually having one.

Clients

Steve Sanduski

AUGUST 31, 2022

Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. One podcast could be source material for several social media posts, a blog, and a long-form article. The advantages a financial advisor podcast has over other marketing media. Julie previously co-hosted the podcast Becoming Referable.

Financial Advisor

Yardley Wealth Management

SEPTEMBER 17, 2024

Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. The Power of Social Media in Financial Conversations Madison notes that social media has amplified the conversation around personal finance. Hosts Madison Demora, Podcast producer and co-host.

Financial Advice

Steve Sanduski

JUNE 27, 2023

Guest: Mark McGrath, CFP® , an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. We talk about that powerful story and how Mark uses social media to connect to his community and turn clicks into new clients. In a Nutshell: Back in March, I saw a tweet from Mark that had gone viral. million views.

Retirement

Envision Wealth Planning

APRIL 10, 2022

If you are getting your education from the media, they may have conflicts of interest and are not held to the same standard as a financial professional registered with the SEC or FINRA. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) can help you get control. A CFP to combat financial stress.

Financial Planning

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Lisa (22) begins working for Social Media, Inc. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq., Managing Partner, Wealth Solutions? . Your 20s signify the beginning of a professional life. Careers, work and responsibility.

Retirement Planning

Darrow Wealth Management

AUGUST 29, 2022

The news media would like us to believe that the sky is always falling. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Headlines vs returns. Disclosures.

Investments

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. Why is this such a good tactic?

Certified Financial Planner

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Bryan Lee founded Strategic Financial Planning Inc.

Certified Financial Planner

Indigo Marketing Agency

JULY 13, 2024

We’ll look at everything from Google Analytics to your social media profiles and email marketing metrics to understand what’s working and what’s not with your marketing. We even have a few CFP ® professionals and CPAs on staff! Our transparent reporting will show you exactly how your marketing efforts perform each month.

Financial Advisor