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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. Prioritizing their needs is the essence of a commendable financial advisor. 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.

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Why useless financial advisor rankings lists should be put to rest!

Sara Grillo

What about advisor/client ratio? What about straightforwardness of communication? What about ethics? ” And then at the end they encourage readers to use it as a starting point to find a financial advisor. My take on the “Forbes America’s Top Wealth Advisors List” – is this a joke?

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How to Craft a Marketing Strategy for Family Offices

FMG

Rather, it comes from a need to differentiate from the growing competition, communicate personalized management strategies, and develop a narrative that will attract and be shared by high-net-worth families. Digital platforms have become the solution to these problems, leveraging marketing techniques to prioritize public perception.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now. You don’t know that right now, what they’re doing basically… We don’t know what their process is.

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