Remove CFP Remove Clients Remove Financial Advice
article thumbnail

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246
article thumbnail

Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

Nerd's Eye View

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Which means that advisors should not be expected to champion the planning industry alone when prospecting for clients. Read More.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 239
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 223
article thumbnail

Adviser links: staffing a growing firm

Abnormal Returns

(youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up?

article thumbnail

Weekend Reading For Financial Planners (February 8–9)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

article thumbnail

Adviser links: exciting plans

Abnormal Returns

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 263