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The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. CertifiedFinancialPlanners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.
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For example, the Journal uncovered that more than 60 CertifiedFinancialPlanners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financialadvice, but at the very least, the potential client ought to know about it.
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-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financialadvice in a low cost and unbiased way.
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pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Matt founded Exhale WealthManagement to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation.
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Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy WealthManagement. Robert will be on the “for” team.
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy WealthManagement. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry.
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