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#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)

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Journey to Success: A Financial Planner’s Story With Delvin Joyce

NAIFA Advisor Today

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

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#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Nerd's Eye View

We also talk about how Melody invested early, at least relative to her revenue and profits, in business coaches and her own employees in order to sustain the service model that would meet her own standards, why Melody decided to hire with a focus on character over technical skills, reasoning that while she could teach paraplanning work, she couldn't (..)

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7 Streams of Income of Millionaires (According to IRS)

Good Financial Cents

Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income. It’s important to develop an investment strategy aligned with your risk tolerance and long-term financial goals.”

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Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations. Are you a Certified Financial Planner ® ? Do you earn commission for selling financial products? Are you a fiduciary? How are you compensated ?

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Your Business, Your Future: Growth, Strategy & Exit Planning

Tobias Financial

Is your business generating $5M-$50M in revenue? If so, this workshop is designed for business owners like you who are navigating growth, strategy, and exit planning. Join us for our dynamic, in-person workshop designed specifically for business owners who want to lead with clarity and plan ahead. RSVP Here

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.