Nerd's Eye View

APRIL 15, 2025

based business and financial services conglomerate OneDigital to provide the financial backing and corporate connections to support PWL Capital in its next growth phase (including through acquisitions of its own with other like-minded firms in Canada).

Financial Advice 130

Financial Advice Financial Advisor Planning Clients 130

Midstream Marketing

NOVEMBER 6, 2024

It shows you are a reliable partner who cares about your clients’ financial health. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. By making helpful and interesting content often, you show that you are a reliable choice for financial advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. It can be a truly special role. I’m extremely lucky to share an office with a team of advisors whom I see as my mentors.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98