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. However, we must first understand the challenges individuals and communities of color face in order to create change, make an impact and deliver results.

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. The externship program was such a huge success that she has continued to offer it each summer.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98