International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

FMG

OCTOBER 6, 2022

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52