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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

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12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

Pay off debt When you make your money plan, be sure it includes a debt management system and a plan for paying off debt. Sadly, you can’t really kick-start your financial future if you’re carrying a ton of debt. What is a full financial plan?