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Adviser links: a sobering reminder

Abnormal Returns

(kitces.com) Cameron Passmore and Benjamin Felix talk with Jason Pereira about the true role of a financial planner. rationalreminder.libsyn.com) Custodians Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

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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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Adviser links: picking up the phone

Abnormal Returns

wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. investmentnews.com) Advisers How a financial planner is like a general practitioner. Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

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A Promising Picture for Financial Planner Job Growth

eMoney Advisor

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce. Kitces.com.

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How to stand out and attract more business

Million Dollar Round Table (MDRT)

Robert, a financial advisor in North Carolina, came to me after he had tried most of these. He’s an investment advisor representative and CFP with life and health insurance licenses. He told people he was a financial planner and that he worked with all kinds of clients.