Certified Financial Planner Communication White Paper 
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. The externship program was such a huge success that she has continued to offer it each summer.
Midstream Marketing
NOVEMBER 8, 2024
E-books and White Papers: Offer detailed information on specific areas of financial planning. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients. Promote financial products or services that relate to them.
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