Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 215

Financial Planner Financial Services Electronics Compliance 215

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 224

Clients Financial Planning Financial Planner Communication 224

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

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. By using your website to highlight your expertise and the tailored advice you offer, you might convince more potential clients to get in touch.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

eMoney Advisor

FEBRUARY 23, 2023

Leveraging a referral network is a powerful way for financial professionals to generate leads, gain new clients, and build a positive professional reputation. Along with your current client base, there are numerous professionals who come into contact with people who fit your ideal client profile.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

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. One of Robert’s challenges was that nothing about him made him special to prospects or clients. He wanted to keep growing but nothing seemed to be working.

Financial Planner 82

Financial Planner License Advertising Investment Advisor 82

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246