Nerd's Eye View

JULY 13, 2023

Given the tremendous breadth of knowledge that financial planning encompasses, many new advisors often fall prey to ‘imposter syndrome’ and build their confidence by gaining more subject matter expertise.

Clients

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner

International College of Financial Planning

NOVEMBER 16, 2023

It helps set the standard for what clients should expect from the relationship, encourages them to engage with the financial plan, strengthens your brand identity, promotes a comprehensive planning experience, and helps rationalize your fees. Digital Literacy Workshops: ICOFP regularly conducts workshops focusing on digital literacy.

Certified Financial Planner

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

Financial Advisor

International College of Financial Planning

JANUARY 31, 2024

Exploring the Landscape of Financial Training Programs Financial training programs come in various formats, catering to different learning needs and career objectives. These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences.

Certification

Indigo Marketing Agency

APRIL 26, 2021

Bill Cates has helped over 20,000 financial advisors get quality clients. Bill and I co-host a workshop webinar on how to choose a specialty and create a radically relevant marketing message. The Million Dollar Financial Advisor by David J. So You Want to Be a Financial Planner by Nancy Langdon Jones. Mullen, Jr.

Financial Advisor

WiserAdvisor

JULY 1, 2022

Be it insuring your business, raising debt, lining up investors to invest their money, or managing equity, financial planning in business is as essential as personal financial planning. A financial plan can also help you ensure that you and your company are on track to reaching your financial goals. Invest in yourself.

Financial Planning

International College of Financial Planning

MAY 1, 2023

Educational Requirements and Certifications To become a financial advisor, you need a bachelor’s degree in finance, economics, or accounting. Certifications like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are also essential for credibility.

Financial Advisor

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski. Guess what?

Financial Advisor

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Indigo Marketing Agency

MARCH 5, 2020

Bill Cates has helped over 20,000 financial advisors get quality clients. Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. The Million-Dollar Financial Advisor by David J. Wondering how to choose the best niche for your firm?

Financial Advisor

eMoney Advisor

FEBRUARY 14, 2023

3 Tips from The Money Couple Out of this emphasis on learning about behavioral finance and financial psychology, a new, separate business came to life. The Money Couple business complements my financial planning practice and helps us live up to our mission to focus on “return on life.”

Financial Planning

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Midstream Marketing

AUGUST 14, 2024

Engaging in Strategic Networking Events Going to industry conferences, local business meetups, and workshops can help you find new clients and connect with more people. This pitch should clearly explain what you do as a financial planner. This lets people learn about important financial topics.

Financial Advisor

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Doug Twiddy.

Financial Advisor

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. You can follow him on Twitter. Guess what?

Financial Advisor

Midstream Marketing

MAY 18, 2025

Target Local Keywords Use terms like “financial planners in [city]” integrated in blogs/ads. Adding in-person events or workshops can help create personal connections. Secure Reviews Request reviews from satisfied clientsboost rankings and trust metrics. This combined approach improves visibility.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Stephanie McCullough Reason to Follow: Expert in addressing unique financial challenges faced by women A breakout influencer on our list is Stephanie McCullough, financial planner and founder of Sofia Financial.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Stephanie McCullough Reason to Follow: Expert in addressing unique financial challenges faced by women A breakout influencer on our list is Stephanie McCullough, financial planner and founder of Sofia Financial.

Financial Advisor