Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. He’s an investment advisor representative and CFP with life and health insurance licenses. He wanted to keep growing but nothing seemed to be working.

Financial Planner 98

Financial Planner License Advertising Investment Advisor 98

International College of Financial Planning

APRIL 20, 2022

The most beneficial certificates are the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA). You’ll need to complete the necessary education and certifications, and you may need to obtain a license. You can develop your financial planning skills by taking courses, reading books, and attending seminars.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. One day, we were having a client review meeting in the office and it became clear that the wife was experiencing anxiety about money. We’re having this conversation, and suddenly we have tears going around the room.

Financial Planning 40

Financial Planning Planning Communication Clients 40