Nerd's Eye View

MARCH 11, 2025

Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

Carson Wealth

JANUARY 22, 2025

It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

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.

CFP 52

CFP Financial Planning Planning Certification 52

Darrow Wealth Management

FEBRUARY 13, 2025

But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. After all, if you move, or if your advisor does, you probably wont want to start over with a new firm. You can also search for a planner on the CFP board website. Do you have a unique situation? So, thats a lot.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

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.

Financial Services 52

Financial Services Recruitment Certification CFP 52

WiserAdvisor

AUGUST 8, 2022

Fiduciary duty mandates the advisor to keep your interests ahead of theirs. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52