Indigo Marketing Agency

DECEMBER 13, 2024

Why Early Action Matters January is an opportune time to attract new clients, as many individuals set financial resolutions for the new year. By implementing these strategies now, you position your firm to be top-of-mind when prospects seek financial guidance. How can optimizing my website improve my client acquisition efforts?

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Marketing Marketing Financial Advisor Compliance 52

Sara Grillo

MARCH 22, 2024

Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early. Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. The post Should the CFP Board police financial advisor “bad apples”? Any similarities to persons deceased or alive are entirely coincidental.

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CFP Financial Advisor Financial Planner Ethics 59