eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 179

Ethics Education Financial Advice Taxes 179

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. ” That makes so much sense.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52