Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Financial Planner Retirement Planning Financial Advice Financial Advisor 246

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. Excellent communication and interpersonal skills.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Indigo Marketing Agency

MARCH 12, 2020

For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99). As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

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Financial Advisor Marketing Marketing Financial Planner 52