Financial Planner Magazine Wealth Advisor 
Indigo Marketing Agency
APRIL 28, 2023
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.
Indigo Marketing Agency
DECEMBER 19, 2022
He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, ThinkAdvisor, and Advisor Perspectives. Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial.
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Sara Grillo
AUGUST 14, 2023
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. In 2008, Kelly began working directly with clients as a financial planner.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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