article thumbnail

Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

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. SEO tactics, drip marketing campaigns, and online advertisements). SEO tactics, drip marketing campaigns, and online advertisements).

CFP 246
Insiders

Sign Up for our Newsletter

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

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. Here are the biggest areas of contention: Advertising : I needed a simple lithium battery for a car key fob. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~. As Juozas Kaziuk?nas

article thumbnail

Do I need to use the (r) mark with my CFP designation?

Investment Writing

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product.

CFP 103
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 181
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 160
article thumbnail

Best Bank CD Rates for 2023

Good Financial Cents

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. Important Factors for Certificate of Deposit Accounts CDs are for long-term savings. PNC Bank PNC Bank offers a variety of popular banking products, including certificates of deposit.

Banking 63