International College of Financial Planning

NOVEMBER 16, 2023

Interestingly, 42% of investors search for an advisor online, using search engines like Google. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Make it count!

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

International College of Financial Planning

SEPTEMBER 3, 2021

Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. Who is a financial advisor or a certified financial planner?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Cornerstone Financial Advisory

NOVEMBER 6, 2024

The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community. Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com

Certified Financial Planner 52

Certified Financial Planner Budgeting Food Financial Planner 52

Cornerstone Financial Advisory

NOVEMBER 5, 2024

The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community. Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com

Certified Financial Planner 52

Certified Financial Planner Food Clients Financial Planner 52

Cornerstone Financial Advisory

NOVEMBER 20, 2024

The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community. Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com

Certified Financial Planner 52

Certified Financial Planner Accounting Management Budgeting 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98