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 116

Financial Advisor CFP Financial Services Education 116

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.

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Certified Financial Planner Financial Planner Ethics CFP 52

Sara Grillo

APRIL 5, 2024

Where to use it Two specific places – your website and your social media. 2 Use humor on social media to stop the scroll Check out Mando Sallavanti ‘s posting on LinkedIn. Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Financial Advisor 52

Financial Advisor Media CFP Education 52

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.

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Financial Advisor CFP Marketing Marketing 98

Sara Grillo

APRIL 19, 2024

Volunteer as a mentor with the local FPA, CFP society, CFA society, etc. Ask the community relations person at CFP Board, NAPFA, etc., Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Here’s what’s worked for other advisors I know.

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

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

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CFP Financial Planning Clients Financial Planner 85

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 (..)

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Clients CFP Financial Advisor Wealth Advisor 130

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 (..)

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Financial Advisor CFP Clients Assets 198

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

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.

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CFP Taxes Clients Management 79

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?

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Certified Financial Planner Financial Planner CFP Financial Planning 52

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 59

Retirement CFP Clients Media 59

International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Cultivate your network, establish a robust social media presence, and consider launching a personal website to showcase your expertise.

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Certified Financial Planner Financial Planner Certification Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. 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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

JUNE 27, 2023

Coming up with these tasks can be challenging, especially if you’re new to social media or digital marketing in general. From social media to blog posts, use these activities as a base for creating a schedule specific to your firm to achieve your goals. Every time you blog, social media should hear about it!

Marketing 52

Marketing Marketing Media Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. 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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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.

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CFP Investing Investments Clients 83

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.

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Financial Advising Financial Planning Ethics Financial Services 98

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 111

Budgeting Financial Planner Planning Financial Planning 111

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 59

Financial Advisor Media Wealth Advisor CFP 59

International College of Financial Planning

OCTOBER 17, 2023

With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year. Alumni Engagement: ICOFP utilizes digital platforms to engage alumni networks, maintain alumni communities on social media, host virtual reunions, and provide networking opportunities.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

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.

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Insurance Financial Planner Fee Only Financial Advisor 98

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Sara Grillo

FEBRUARY 9, 2024

1 Find out their interests on social media (more likely Facebook) and send them something in the mail related to it. Today, take a minute to review the contact fields on your website, email, and social media. Here are the typical situations where you must be skilled like half ninja, half financial advisor with your follow-up.

Financial Advisor 52

Financial Advisor Media Consulting Numbers 52

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.

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Retirement Planning Risk Tolerance Retirement Budgeting 72

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 52

Certified Financial Planner CFP Financial Planning Fee Only 52

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.

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Clients License Communication CFP 81

FMG

MARCH 8, 2023

So, for today’s blog, we took to social media to see what people are giving to employees, handing them out at conferences, and more. Insulated Bags for Groceries This is an incredibly practical “swag” idea from James Werner, CFP® of Silicon Hills Wealth Management. Pugh CFP®, AIF® of Fusion Financial Group , shared.

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CFP Transportation Wealth Management Communication 52

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!

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Investing Investments CFP Financial Advisor 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. You can connect with Cullen on Twitter. You can follow him on Twitter. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

FEBRUARY 23, 2023

If you are CFP® professional, keep in mind that there are duties you must satisfy when recommending another service provider to your clients. Build a visible online presence: In today’s digital world, a prospective client will go to your website and social media accounts first to learn more about you and your business.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

JULY 5, 2023

The best recommendation I can provide when it comes to investing advice squawked by the media masses is that the true path to wealth creation often comes from ignoring or disobeying these unreliable and inconsistent rules of thumb. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Accounting 52

Accounting CFP Investing Investments 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Schedule a call with an advisor 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. appeared first on Darrow Wealth Management.

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Wealth Management Taxes Tax Planning Valuation 94