Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

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WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

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Midstream Marketing

NOVEMBER 6, 2024

You need to plan your material according to holidays, news, and events in your industry. Share exclusive content, give early access to webinars, or invite them to events. It will also help you grow steadily while staying true to ethical standards. Only give financial advice if you are licensed.

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Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Look for freelancers with a strong work ethic who provide quality results.

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The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: That’s more counseling than it is financial advice. No kidding. SETHI: Yes, and so they would go, yes, that sounds really cool. And they would never show up.

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WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. Every Certified Financial Planner must hold a bachelor’s degree or higher from an accredited college or university under the U.S.

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Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. JR: literally hundreds of CFS who are still practicing who have many, many disclosure events. Salaske: Right, now.

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Midstream Marketing

NOVEMBER 5, 2024

The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. You can discover the events or webinars they want to join, or you can make your content more fun. When you answer common questions from your clients, you show that you care about what they need.

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