eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors.

CFP 76

CFP Financial Planning Clients Planning 76

FMG

JULY 13, 2022

President, Curtis Sheldon, CFP®, EA, AIF® shares “Curt’s Chalk Talk” with an eye-catching emoji discussing what happens if you deploy in the middle of March and it’s time to do your taxes. Book a Demo to Find Out More. For example, C.L. Wrapping It Up. Does your social media strategy have what it takes?

Media 72

Media Financial Advisor CFP Wealth Management 72

FMG

AUGUST 23, 2022

Maybe you don’t have enough time or you might not be confident enough to start…whatever the reason may be, this podcast with Matt Halloran and Meg Bartlet CFP®, MS , founder and lead planner at Flow Financial Planning, LLC is for you! Book a Demo to Find Out More. Well, struggle no more.

Clients 52

Clients Financial Advisor CFP Planning 52

Sara Grillo

APRIL 28, 2023

About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client. Founder of Tenon Financial and the Retirement Planning Education Facebook group, which has over 40,000 members.

CFP 52

CFP Taxes Sales Financial Advisor 52

Inside Information

AUGUST 28, 2024

The exhibit hall is a one-day (rather intense) affair of meetings and demos, and then the rest of the conference is devoted to serious sessions about how to build the firm of the future and explore new revenue models to serve nontraditional (aka non-AUM) clients.

Financial Planner 40

Financial Planner Food Clients Planning 40