article thumbnail

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP 246
article thumbnail

How Amazon Become Ordinary

The Big Picture

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. January 12, 2022). 2021’s Surprising Laggard: Amazon (January 5, 2022). Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~. Amazon.Bomb, May 31, 1999 (June 3, 2019).

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246
article thumbnail

Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms

Nerd's Eye View

According to the 2022 Kitces Research Study on Advisor Productivity, CFP professionals take home more money per hour worked than non-CFP professionals, with this gap being substantially larger for service advisors than senior advisors. The typical service advisor without CFP certification earns $48.83

CFP 130
article thumbnail

10 Best Long-Term Investment Strategies for 2022

Good Financial Cents

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The table below provides a quick summary of each of the 10 best long-term investment strategies for 2022, along with the main features and benefits of each. Below is our list of the 10 best long-term investment strategies for 2022.

Investing 109
article thumbnail

Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 245
article thumbnail

NAIFA Members Earn the LACP Designation

NAIFA Advisor Today

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Matthew Georgopulos, LACP , (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL.