Certification Clients Recruitment 
Nerd's Eye View
MARCH 25, 2025
AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households.
Clever Girl Finance
JUNE 27, 2023
Online recruiter 16. Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. As a bookkeeper, you also have the option to work for companies or even learn how to start a business with no money and choose your hours and clients. Administrative associate 8. Copywriter 11.
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Sara Grillo
OCTOBER 21, 2022
Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. A financial paraplanner is a junior wealth management professional who supports the research, operations, and client service activities of a financial planner.
International College of Financial Planning
DECEMBER 23, 2023
These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. However, the level of expertise among financial advisors may vary significantly, underscoring its importance for potential clients.
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.
The Big Picture
MAY 23, 2023
How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. GREW: And counted share certificates, that it was that long ago. RITHOLTZ: Right.
International College of Financial Planning
AUGUST 16, 2020
It should not come off as a surprise that many companies and banks that you were planning to work with have frozen the recruitment process. Hiring new candidates during these troubled times would only mean extra expenses for the recruiting company. In the professional world, work matters more than certificates.
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