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Is this chart going up or down?

The Reformed Broker

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

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Find Your Passion Profile

NAIFA Advisor Today

Furthermore, Evan is a firm believer in professional education and holds several designations, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP).

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The Persistency Pathway

NAIFA Advisor Today

He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP.

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Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)

Ron A. Rhodes

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

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Journey to Success: A Financial Planner’s Story With Delvin Joyce

NAIFA Advisor Today

He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

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Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

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Navigating Technology and Social Media for Greater Engagement With Bryon Holz

NAIFA Advisor Today

He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification. Bryon is a graduate and Presidential Scholar from the University of Tampa.

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