Steve Sanduski

JUNE 13, 2023

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. Your responsibilities as an ethical AI user. in Toronto.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? Prioritizing their needs is the essence of a commendable financial advisor. Marketing Yourself: Build, nurture, and shine.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

The Big Picture

JUNE 11, 2024

We had a very big head start and the market really responded to those things. Like if you look here 20 years later, where did the market go on the equity side? And this I idea of adding other services in one place, the market’s moving there too. It went from active to passive. We were there very early.

Planning 157

Planning Clients Investing Investments 157

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert will be on the “for” team.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Harness Wealth

JANUARY 17, 2025

Some tax advisors specialize in tax planning, while others may concentrate on auditing, financial consulting, or simply annual tax filing. While certifications are an important factor, membership in professional associations can also signal additional education and ethical standards. Technology can also play a key role here.

Taxes 52

Taxes Certification Ethics Communication 52