Clients License Seminar 
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.
MazumaBusinessAccounting
JUNE 30, 2021
A great example of getting creative in maximizing your tax benefits comes from a client I work with who wrote off her houseboat at Lake Powell. She came up with a promotional idea of taking a handful of her clients down to Lake Powell each year for an exclusive photo shoot. Do you have to maintain a license for your job?
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Indigo Marketing Agency
AUGUST 13, 2024
Consider a financial advisor with 100 existing clients averaging $1M in assets each. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. responding to emails, creating content, or preparing client reports).
International College of Financial Planning
APRIL 20, 2022
Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. You’ll need to have a good understanding of the financial markets and be able to provide sound advice to clients. You may also need to obtain certifications and a license.
MazumaBusinessAccounting
JANUARY 27, 2022
A great example of getting creative in maximizing your tax benefits for owning a business comes from a client I work with who wrote off her houseboat at Lake Powell. She came up with a promotional idea of taking a handful of her clients down to Lake Powell each year for an exclusive photo shoot. Overall, it’s a win-win!
Clever Girl Finance
AUGUST 10, 2023
If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. Licensed practical nurse (LPN) Median salary for licensed practical nurses: $54,620 a year Licensed practical nurses (LPNs) work under the supervision of registered nurses or physicians to provide direct patient care.
eMoney Advisor
FEBRUARY 14, 2023
One day, we were having a client review meeting in the office and it became clear that the wife was experiencing anxiety about money. Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. He became an essential resource, and the rest is history.
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