Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

Media 111

Media CFP Numbers Marketing 111

Nerd's Eye View

JULY 4, 2023

In this episode, we talk in-depth about how, while Melissa was being considered for partnership at her former firm, she decided to have outside counsel review the firm’s operating agreement (with its provisions and limitations about what happens if the partnership were to be dissolved) so she could be clear on what that would mean for her if (..)

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

FMG

JULY 13, 2022

” And we always tell them how important it is to share content and engage on social media. billion people on social media , how can you stand out from the crowd? We’re sharing eight ways to stand out on social media and ultimately grow your business. 8 Ways to Stand Out on Social Media. But with 3.96

Media 72

Media Financial Advisor CFP Wealth Management 72

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. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

APRIL 5, 2023

Every financial advisor wants to find success on social media, whether they’re doing it to reach a larger audience or want to engage with their current one. It’s important to understand that social media is a constantly evolving machine that is always finding new ways to allow users and creators to interact with one another.

Media 52

Media Financial Advisor CFP Clients 52

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. Social media makes it easy for a reputation to be tarnished. Do you like what you found on social media when you searched for yourself? Perception matters in business. Determine your image or brand.

Clients 97

Clients CFP Media Marketing 97

Walkner Condon Financial Advisors

JANUARY 13, 2023

Financial buzzwords like inflation and interest rates appeared constantly in the media and social media, and rightfully so with the role they played. Mitch DeWitt, MBA, CFP®. Jonathon Jordan, CFP®, CEPA. Alicia Vande Ven, MS, Candidate for CFP® Cert. Stan Farmer, CFP®, J.D. Financial Advisor. on average.

Financial Advisor 98

Financial Advisor Marketing Marketing CFP 98

Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. From your website and social media to your advertising and blog articles, every touch-point with prospects is an opportunity to showcase your value proposition and build trust and loyalty with your audience.

CFP 52

CFP Advertising Clients Communication 52

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

Alpha Architect

AUGUST 10, 2023

In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF.

CFP 98

CFP Taxes Clients Management 98

Alpha Architect

NOVEMBER 1, 2023

In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect.

CFP 105

CFP Investments Investing Clients 105

Carson Wealth

JULY 12, 2022

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. Three broad financial planning designations include: . Life Insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Your Richest Life

MARCH 15, 2023

According to Mint , more than a third of Americans admitted to overspending to keep up with the fun things their friends post on social media. Once again, planning (and staying off social media) can help you overcome your FOMO. For more information on the services offered, contact Katie today.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. It’s also important to share them on social media and guide people to your website.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best? Stay in touch by signing up for my marketing newsletter today!

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

OCTOBER 21, 2024

Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation. Please refer to the media page for more information and links to published works.

Wealth Management 114

Wealth Management Taxes Planning Media 114

Sara Grillo

APRIL 5, 2024

Where to use it Two specific places – your website and your social media. 2 Use humor on social media to stop the scroll Check out Mando Sallavanti ‘s posting on LinkedIn. Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Financial Advisor 52

Financial Advisor Media CFP Financial Planning 52

Million Dollar Round Table (MDRT)

APRIL 23, 2023

For Brad Brain, CFP, CLU, that means utilizing Loom, a video messaging service through which he records video updates for clients and creates the sensation of a direct meeting without actually having one.

Clients 98

Clients License Communication CFP 98

Steve Sanduski

AUGUST 31, 2022

Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. One podcast could be source material for several social media posts, a blog, and a long-form article. The advantages a financial advisor podcast has over other marketing media. Julie previously co-hosted the podcast Becoming Referable.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

eMoney Advisor

FEBRUARY 23, 2023

If you are CFP® professional, keep in mind that there are duties you must satisfy when recommending another service provider to your clients. Build a visible online presence: In today’s digital world, a prospective client will go to your website and social media accounts first to learn more about you and your business.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Steve Sanduski

JUNE 27, 2023

Guest: Mark McGrath, CFP® , an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. We talk about that powerful story and how Mark uses social media to connect to his community and turn clicks into new clients. In a Nutshell: Back in March, I saw a tweet from Mark that had gone viral. million views.

Retirement 59

Retirement CFP Clients Media 59

Indigo Marketing Agency

JULY 13, 2024

We’ll look at everything from Google Analytics to your social media profiles and email marketing metrics to understand what’s working and what’s not with your marketing. We even have a few CFP ® professionals and CPAs on staff! Our transparent reporting will show you exactly how your marketing efforts perform each month.

Financial Advisor 98

Financial Advisor Marketing Marketing Communication 98

Sara Grillo

APRIL 19, 2024

Volunteer as a mentor with the local FPA, CFP society, CFA society, etc. Ask the community relations person at CFP Board, NAPFA, etc., Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Here’s what’s worked for other advisors I know.

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

Envision Wealth Planning

APRIL 10, 2022

If you are getting your education from the media, they may have conflicts of interest and are not held to the same standard as a financial professional registered with the SEC or FINRA. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) can help you get control. A CFP to combat financial stress.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 52

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Lisa (22) begins working for Social Media, Inc. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq., Managing Partner, Wealth Solutions? . Your 20s signify the beginning of a professional life. Careers, work and responsibility.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Darrow Wealth Management

OCTOBER 10, 2022

Series I Bonds have been getting a lot of attention in the media because current rates are a stunning 9.62%. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. So if interest rates go up, your bond is worth less (all else equal). As an added bonus, Treasuries are exempt from state tax.

Accounting 88

Accounting Banking Certification Government 88

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. Why is this such a good tactic?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Bryan Lee founded Strategic Financial Planning Inc.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Darrow Wealth Management

AUGUST 29, 2022

The news media would like us to believe that the sky is always falling. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Headlines vs returns. Disclosures.

Investments 102

Investments Investing CFP Wealth Management 102

FMG

JUNE 27, 2023

Coming up with these tasks can be challenging, especially if you’re new to social media or digital marketing in general. From social media to blog posts, use these activities as a base for creating a schedule specific to your firm to achieve your goals. Every time you blog, social media should hear about it!

Marketing 52

Marketing Marketing Media Clients 52

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investments Investing 52

Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investments Investing 52

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

License 52

License Financial Advisor Certified Financial Planner CFP 52

AdvisorPR

FEBRUARY 4, 2022

The CFP® Board has done a stellar job of creating consumer brand awareness and credibility through its compelling PSA campaigns. Spotlight professional education, certifications, licensing and membership groups; and achievements like publications, awards, media appearances and notable public speaking events. Clarify Your Value.

Media 52

Media Clients Education Certification 52