Nerd's Eye View

FEBRUARY 13, 2024

We also talk about how Melody invested early, at least relative to her revenue and profits, in business coaches and her own employees in order to sustain the service model that would meet her own standards, why Melody decided to hire with a focus on character over technical skills, reasoning that while she could teach paraplanning work, she couldn't (..)

Clients 130

Clients Certified Financial Planner Financial Advisor 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

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. The post Mastering Finances with a Certified Investment/Financial Advisor appeared first on International College of Financial Planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting 105

Accounting Investments Investing Media 105