International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

MAY 1, 2023

To excel as a financial advisor, you need to possess a specific set of skills and qualities. Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Good Financial Cents

JULY 26, 2022

Other factors that can cause inflation to include: Wars or natural disasters that lead to increases in the prices of goods Increases in oil prices Government spending more than it takes in through taxes Poor economic conditions. How Can Inflation Affect My Financial Strategy? 5.22% Verizon Communications (VZ) $44.75 $0.64

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

The Big Picture

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. So I worked with a certified financial planner called Katie Song when I was at SoFi. Barry Ritholtz : Huh. Really, really intriguing. 00:29:28 [Speaker Changed] Yeah.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

DECEMBER 28, 2022

Then you get something that’s got tremendous capacity to manage a larger and larger organization which Vanguard had to become in order to get the economic power that it has today. And everybody has access to the Internet and it’s instantaneous communication worldwide. RITHOLTZ: Right, to keep driving costs lower.

Management 189

Management Investing Investments Clients 189

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

OCTOBER 19, 2022

Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard. Is it aimed at the investor public within your group?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Sara Grillo

SEPTEMBER 26, 2022

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Certified Financial Planner Board of Standards, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59