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

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. Investments and Wealth Management. Life Insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

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. The post What to Do With Cash When Interest Rates Rise appeared first on Darrow Wealth Management.

Accounting 88

Accounting Banking Certification Government 88

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. The post 9 Charts Every Investor Should See appeared first on Darrow Wealth Management. Headlines vs returns. Disclosures. Price return. Data from Ycharts.

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Investments Investing CFP Wealth Management 102

Darrow Wealth Management

JUNE 10, 2024

The media makes it hard to ignore the political noise, especially as the election nears. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. appeared first on Darrow Wealth Management. Past performance is not a guarantee of future results.

Marketing 52

Marketing Marketing Wealth Management 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.

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Certified Financial Planner CFP Financial Planning Fee Only 52

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. Those are active wealth management and financial education.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. Distinct types of bios may include: Social Media Bios.

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Media Clients Education Certification 52

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 52

International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Cultivate your network, establish a robust social media presence, and consider launching a personal website to showcase your expertise.

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Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

OCTOBER 17, 2023

Why Financial Advisors Need to Adapt to Digital Management Platforms? Management platforms offer a holistic view of a client’s wealth management needs. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Joshua Brown Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Barry Ritholtz Barry Ritholz is the co-founder and CIO of Ritholtz Wealth Management , which has over $2.3 Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Darrow Wealth Management

FEBRUARY 24, 2025

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. appeared first on Darrow Wealth Management.

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Taxes Startup Wealth Management Valuation 52

FMG

MARCH 8, 2023

So, for today’s blog, we took to social media to see what people are giving to employees, handing them out at conferences, and more. Insulated Bags for Groceries This is an incredibly practical “swag” idea from James Werner, CFP® of Silicon Hills Wealth Management. Pugh CFP®, AIF® of Fusion Financial Group , shared.

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CFP Transportation Wealth Management Communication 52

Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services. Eric is also the author of Don’t Retire… Graduate!:

Financial Planning 59

Financial Planning Clients Retirement Financial Advisor 59

International College of Financial Planning

MAY 1, 2023

Certifications like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are also essential for credibility. Attending industry events, joining professional associations, and engaging on social media platforms can all contribute to expanding your network.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. He saw the reality of the industry being that many fee-only wealth management firms may offer financial planning, but it was just a loss leader. He is a CFP and financial advisor, founder or measure twice Financial. Podcast transcript.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media. Moore, CFP.

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

JULY 8, 2022

Read the blog to see what these financial advisor said about what a typical day looks like, and how someone in wealth management typically spends their time. Judson Meinhart, CFP®, BFA . Admittedly I spend 30 minutes a day on social media, Twitter and LinkedIn, but focused on deliberately interacting and not just scrolling.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Envision Wealth Planning

MAY 23, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such. Note: Envision Wealth Planning and James Brewer are featured in #7!*. Moore, CFP. So here’s a blog post about all of that.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MARCH 22, 2024

Sara Grillo did not interview all the hundreds of thousands of advisors out there, Sara Grillo conducted research using Google and posted on social media. Chris Shoup [link] Georgia David E. Also, there is selection bias inherent in this list. So this is limited to those accessible to Sara Grillo.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Truemind Capital

SEPTEMBER 10, 2019

Experience & Expertise: An adviser who is responsible to manage your investments and provide advisory should have a relevant work experience and good academic credentials related to investment management field (like CFA/CFP/NISM Adviser).

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

eMoney Advisor

FEBRUARY 14, 2023

I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. If you’re feeling “less than,” stop focusing on everyone’s social media highlight reel and go after your own dreams. He became an essential resource, and the rest is history.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Carson Wealth

OCTOBER 28, 2022

By Wealth Planner Brady Marlow, CFP ® , CAP ® , CPWA ® , CExP . Using CNBC or other news media outlets as an educational tool: The news preys on short-term thinking and anxiety. Successfully building a business is far more difficult than becoming a savvy investor. 9 Mistakes Made by Entrepreneurs Transitioning to Investing

Communication 52

Communication Asset Allocation Investments Investing 52

FMG

MARCH 15, 2023

Whether it’s copy for a social media post or an explanation of services offered on your website. One of the best examples of copywriting on a fee page is from United Success Wealth Management. Running polls on social media or through emails to see what might not be clear about your services.

Financial Advisor 52

Financial Advisor Clients Financial Planning Media 52

Sara Grillo

DECEMBER 12, 2022

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

MAY 16, 2022

Jon Luskin, CFP. This is not the typical full service type of wealth management service – and that’s why it’s on my low cost advisor list. Cody Garrett, CFP, is an advice-only financial planner. Jon Luskin provides hourly advice for do-it-yourself investors. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. And I work with 165 top independent financial advisor clients, where we do their marketing for them.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Sara Grillo

APRIL 11, 2022

Please conduct your own diligence on any wealth manager you are considering hiring. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. About your podcast, you have over a million views… I saw something about that on social media. Ryan Firth, CPA.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Darrow Wealth Management

NOVEMBER 5, 2024

Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. Through ongoing financial advice and asset management, we aim to help our clients make the most of a sudden wealth event. Darrow Wealth Management specializes in stock options and equity compensation.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management.

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License Financial Advisor Certified Financial Planner CFP 52