Nerd's Eye View

SEPTEMBER 26, 2022

In his paper, Akerlof suggests three strategies that could be used to counteract the effects of quality uncertainty and increase consumer confidence: licensing, quality guarantees, and branding.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

Ethics 186

Ethics Financial Advice CFP Financial Advisor 186

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Every Certified Financial Planner must hold a bachelor’s degree or higher from an accredited college or university under the U.S. To conclude.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Note: Ryan holds both insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Mettler says he does not have a securities license for this reason.

Insurance 59

Insurance Retirement Financial Advisor License 59