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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. These resources might have financial planners, checklists, or eBooks. As a result, more people can find you when they seek financial advice and services.

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Elevate Your Game: New Financial Advisor Prospecting Methods

Midstream Marketing

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. Take time to understand their financial situations, challenges, and dreams.

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Advertising for Financial Advisors: Strategies for Success

Midstream Marketing

Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. It’s important to clearly state your main goals, including financial planning.

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Weekend Reading For Financial Planners (December 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler.