Remove CFP Remove Clients Remove Financial Planning
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

Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.

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

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

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

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

article thumbnail

Adviser links: choosing to work

Abnormal Returns

(kitces.com) Advisers What to do if a client (or prospect) ghosts you. advisorperspectives.com) What does comprehensive financial planning entail? advisorperspectives.com) How to choose a CFP exam study program. alphaarchitect.com) Should you have a friend as a client? thinkadvisor.com)

CFP 296