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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.

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Weekend Reading For Financial Planners (April 29-30) 2023

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account.

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How Does A Christmas Club Account Work?

Clever Girl Finance

That said, you can leverage Christmas Club Accounts to automate your savings to make the holidays a lot more affordable! What is a Christmas club account? How does a Christmas club account work? Why should you use a Christmas savings account? Other types of Christmas Savings Accounts Are Christmas Clubs worth it?

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How to Open a Certificate of Deposit (CD) Account

Tobias Financial

Are you considering opening a certificate of deposit (CD) account? Our CEO, Marianela Collado , CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening a CD account.

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Adviser links: different needs

Abnormal Returns

crr.bc.edu) Advisers Certifications are important, but connecting with clients is paramount. kindnessfp.com) Half of American workers have a 401(k) account. (morningstar.com) Robinhood's ($HOOD) proposed robo-advisor offering seems plain vanilla. riabiz.com) Health The case against HSAs. wsj.com) How to ask better questions.

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How Amazon Become Ordinary

The Big Picture

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. They seem to have frittered away their biggest advantage: The friction of setting up a new account. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.