Nationwide Financial

FEBRUARY 14, 2023

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Midstream Marketing

NOVEMBER 8, 2024

E-books and White Papers: Offer detailed information on specific areas of financial planning. You can use specific keywords related to financial advising, such as certified financial planner. This helps you reach potential clients who need financial services.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

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. I think that idea impacts the topic of women in financial planning in two ways.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98