International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Cultivate your network, establish a robust social media presence, and consider launching a personal website to showcase your expertise. Marketing Yourself: Build, nurture, and shine. Presenting with Panache: Your voice matters.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

DECEMBER 12, 2022

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. For marketing tips in the transparency age…. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59