Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Maribeth Kuzmeski is a powerhouse in the marketing consulting space.

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Between 0.5%

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eMoney Advisor

APRIL 6, 2023

If you’re interested in a particular tech provider, check to see whether they have service consultants who can help you build a lineup of tools around a specific piece of technology. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers.

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International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Achieving them typically involves: Completing a dedicated education program.

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International College of Financial Planning

JULY 10, 2023

After carefully consulting with clients, financial planners analyze their goals and risk tolerance to provide personalized recommendations. Additionally, investment advisors can work independently as consultants or establish advisory firms. Critical skills for investment advisors include: Strong analytical abilities.

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Park Place Financial

SEPTEMBER 8, 2022

Think about the aspects of your financial circumstances that you need the most guidance with before consulting with an advisor. Certified Financial Planner (CFP) . The program consists of a three-part examination that covers multiple topics, including accounting, money management, and ethics. .

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Sara Grillo

SEPTEMBER 18, 2022

I am an irreverent and fun marketing consultant for financial advisors. Example: That’s not a kickback it’s a consulting fee paid once a year. Ethical financial advisors. Should you cancel your CFP designation? Transparency is what financial advice has always been missing. Without total transparency there is no trust.

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Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media.

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Cornerstone Financial Advisory

NOVEMBER 6, 2024

” – Proverbs 15:22 Consulting trusted advisors or seeking guidance from your church community can be helpful when making significant financial decisions. Invest Ethically Choose investments that align with your Christian values, supporting businesses and practices that are in line with biblical principles.

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Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Let’s get into it, folks!

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Yardley Wealth Management

JUNE 6, 2023

A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics. Consult with a qualified financial professional, such as a CFP or registered investment advisor, to develop a comprehensive plan that meets your specific needs and objectives.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. For those of you who are new to my blog, my name is Sara.

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Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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