International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. Between $6,000 and $10,000 per year An annual relationship with a financial planner could cost $8,000.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Midstream Marketing

DECEMBER 10, 2024

Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. This is why video marketing works well for financial advisors. The Power of Personalization in Financial Advisory In todays online world, clients want experiences that are specially designed for them.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Midstream Marketing

MARCH 3, 2025

Leveraging social media, especially platforms like LinkedIn and Twitter, can significantly impact financial advisors’ reach and thought leadership. Transparency, ethics, and inbound marketing also play pivotal roles in building a strong online influence in the financial advisory industry.

Financial Advisor 52

Financial Advisor Ethics Media Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Six Core Fiduciary Duties for Financial Advisors. Don’t be fooled! 9 December 2023).

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

JANUARY 9, 2023

in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

International College of Financial Planning

MAY 20, 2024

Enhance Your Professionalism: Employers value soft skills highly, so it is important to hone skills such as effective communication, ethical judgment, and critical thinking. These programs are designed to give you a solid foundation in knowledge and practical skills, essential for success in the ever-changing financial sector.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

Accounting 105

Accounting Investments Investing Media 105

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

SEPTEMBER 26, 2022

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. Wright: Well, and to respond to that, if I may.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80