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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. There are even advisors that focus on planning for employees of specific companies.

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Franklin Gay Featured in NAPFA Advisor: A Journey of Leadership and Mentorship

Tobias Financial

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Advisors that receive commissions from selling mutual funds, insurance, annuities, or other products are incentivized to push products, leaving less time for advice. How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests.

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Franklin Gay to Speak on Collaborative Financial Strategies at the 19th Annual FPA of Miami Symposium

Tobias Financial

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

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How to Optimize Your LinkedIn Headline

Indigo Marketing Agency

If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.