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

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 237

Financial Planner Compliance Fee Only Communication 237

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 181

Clients Financial Advice Financial Planning Planning 181

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 160

Clients Financial Advice Financial Planning Planning 160

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. Articles related to living on one income Living on one income will require consistency and dedication, but you can do it! After all, $5 every month adds up!

Budgeting 85

Budgeting Planning Financial Planning Accounting 85

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80