Blog CFP Wealth Advisor 
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Michael Kitces is another household name among financial advisors who needs no introduction. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. .
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Indigo Marketing Agency
MARCH 6, 2023
To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency. Contact us today and let’s get started!
Steve Sanduski
MARCH 18, 2024
Moore, CFP® , Co-Founder and Board Member at BLX Internship. Tracy Hutton, CPA , Senior Talent Manager at Mariner Wealth Advisors. Chloé and Tracy’s advice for firms that are thinking about starting a new internship program, and for interns and young advisors looking to land a job. Guests: Chloé A.
Nationwide Financial
DECEMBER 8, 2022
In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.
Steve Sanduski
AUGUST 31, 2022
Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. Bill’s podcast and blog is called Keen on Retirement. My Key Takeaways: Determine where (or if) a financial advisor podcast fits in your business.
Steve Sanduski
NOVEMBER 8, 2023
Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need.
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