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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Broad financial planning designations are different than degrees. CFP ® – CERTIFIED FINANCIAL PLANNER. CPA professionals often focus on auditing, tax or accounting functions. .

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Adviser links: holistic financial guidance

Abnormal Returns

peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. thinkadvisor.com) Practice management What really makes financial advisers happy? wealthmanagement.com) Are financial advisers going to become life coaches? with Plancorp's Brian King.

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and former CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. They love to travel, bake, and swim.