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Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover

NAIFA Advisor Today

NAIFA works on behalf of its members to promote a favorable regulatory environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors. Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA).

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Saturday links: toppling Twitter

Abnormal Returns

newatlas.com) Health On the ethics of using someone's sperm after they have died. wired.com) WHO is really bad at communication, the case of aspartame. newsletter.abnormalreturns.com) Mixed media The coming election will be an informational nightmare. theatlantic.com) The world is awash in social media sites.

Ethics 171
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The Transparent Advisor Movement

Sara Grillo

Example: I’m the #2 financial advisor in the country (according to a list that is defined to be social media influencers). Or how much you virtue signal on social media. It’s about how you communicate. Ethical financial advisors. Transparency is about containment not control. Or whether you are a good person or not.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. As a Certified Financial Planner® or CFA (Chartered Financial Analyst), you’ll be bound by a revered code of ethics, ensuring you always act in their best interest. Achieving them typically involves: Completing a dedicated education program.

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How Financial Advisors can Systematize Their Referral Process

FMG

Throughout these communications, demonstrate your expertise and what you have to offer. This can be done on anything from blogs to social media. That’s why you should consider this step necessary, as most advisors should already have a social media page where they engage and interact with clients.

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Ratan Tata Story: Biggest Achievements & Journey!

Trade Brains

He has been quoted multiple times stating how his grandmother helped him develop a strong set of values and ethics system which have guided him ever since he was a boy. This came as a surprise not only to the management of the group but also to everyone outside the company including the media. 39.30% Tata Communications Ltd.

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ESG, Shorthand, and Shortcuts

Brown Advisory

Directors and corporate leadership are accountable well beyond mere compliance to address issues of transparency, trust, ethics, diversity and inclusion, and stakeholder engagement. ESG has often been described as a "movement" in the media. Governance agendas are broadening to address consumer and investor pressures and expectations.