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These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified FinancialPlanner (CFP) . How do they communicate with clients (i.e. Are there conflicts of interest in the advisor offering you financialguidance? . email or phone call)? .
But as their partner on their financial journey, your clients know they can trust you to be there for them. Regular reassurance: Yes, you’ve already communicated countless times about how to prepare for a bear market, but clients often forget these conversations. Consumers often shift spending to essentials during a downturn.
Share helpful information about financial advisor services. They might need financialguidance. Trust and credibility are very important in financial services. This pitch should clearly explain what you do as a financialplanner. Join groups related to your industry. Talk to your connections.
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financialplanners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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