Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 239

Ethics Education Financial Advice Communication 239

Midstream Marketing

APRIL 14, 2025

As a financial advisor and investment advisor, you should share your knowledge in ways that build trust and show credibility. Make sure to share valuable content through your emails, like newsletters, market updates, tips on financial planning, and invites to webinars or events. This protects both them and their clients.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

Indigo Marketing Agency

DECEMBER 19, 2022

We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116