Darrow Wealth Management

NOVEMBER 4, 2024

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

Indigo Marketing Agency

APRIL 28, 2023

Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Too many titles and keywords can be confusing to prospects.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. What is a Certified Financial Planner (CFP) ? It is one of the most recognized and respected financial planning certifications in the industry.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. You should update or create an estate plan to reflect the change.

Management 98

Management Certified Financial Planner Financial Planner Consulting 98

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., each of these events can profoundly impact an individual’s financial situation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286