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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

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. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 239
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 223
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#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

Nerd's Eye View

Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking 246
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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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The Market For “Lemons” In Financial Advice: How Higher Standards Can Lower Costs And Increase Access To Advice

Nerd's Eye View

In fact, even a relatively modest shift to a higher-trust environment (which may be achieved by enacting higher standards) that just partially reduces the incredibly high client acquisition costs of financial advisors could more than offset the entire cost of fiduciary liability insurance from those higher standards!