Advertising Certification CFP 
Nerd's Eye View
MARCH 27, 2023
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. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Read More.
Investment Writing
FEBRUARY 6, 2024
“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.
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Nerd's Eye View
SEPTEMBER 13, 2024
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 (..)
Nerd's Eye View
AUGUST 15, 2022
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.
Nerd's Eye View
AUGUST 15, 2022
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.
Indigo Marketing Agency
DECEMBER 18, 2019
It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Digital Advertising for Financial Advisors. Best For: Advisors who need print and digital advertising materials for a marketing campaign. The design team gets to work creating your digital and print advertisements.
Good Financial Cents
APRIL 24, 2023
Starting last year, I started working with the peeps over at Wisebread.com as their “CFP” contributor. This includes: scheduling of posts, inserting images, adding meta-tags, formatting posts, dealing with advertisers. Since I absolutely hate the winter, I thought it would be fun to take the fam somewhere warm.
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