CFP Communication Webinar 
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.
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.
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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.
Indigo Marketing Agency
JULY 13, 2024
Communication and Responsiveness The number-one complaint we hear from financial advisors about their previous marketing provider is that they could never get in touch. Red Flags Long response times and poor communication. Proactive communication and ongoing strategy updates are key to keeping your marketing goals on track.
eMoney Advisor
DECEMBER 6, 2022
The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. This means knowing your clients and the risks they face and communicating when there’s an active threat. Join me and Sasha Grabenstetter, AFC®, for a webinar on Thursday, December 1 at 2:00 p.m.
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.
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.
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