FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” 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. But with 3.96

Media 72

Media Financial Advisor CFP Wealth Management 72

FMG

AUGUST 23, 2022

What do financial advisors need to consider when adopting an approachable angle? 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!

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