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Secondly, when hiring a financialadvisor, look for their certifications to establish more faith. You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Certified Private WealthAdvisor (CPWA). Chartered FinancialConsultant (ChFC).
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financialadvisor marketing consultant. I have a newsletter in which I talk about financialadvisor lead generation topics which is best described as “fun and irreverent.”. The debaters are: Charles King. Scott Salaske.
The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financialadvisor marketing consultant.
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