Nationwide Financial

FEBRUARY 14, 2023

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. The issue of trust must be addressed by both Black and non-Black financial professionals, and both should work to build better bridges to minority clients.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. It will help you connect with potential clients looking for financial help. It means finding people who need help with their money and turning them into clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 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. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98