NAIFA Advisor Today

FEBRUARY 23, 2023

NAIFA and the National African American Insurance Association (NAAIA) As NAAIA is a NAIFA advocacy partner , NAIFA members can be proud of the progress of insurance and financial services companies with improved diversity, equity, and inclusion (DEI) efforts.

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Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

Instagram — My peers in the financial services profession make up 90% of my followers. My posts here are more related to my financial planning work to gain greater traction. Show your ethics and values. I share my day-to-day life through Instagram stories and posts. Authenticity is key.

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Media Ethics Recruitment Marketing 89

NAIFA Advisor Today

NOVEMBER 7, 2024

With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field.

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Ethics Financial Services Education Clients 52

Aleph

SEPTEMBER 9, 2024

Actuaries are bright, and they have an ethics code that they have to follow. In the life insurance business, management teams can’t push around their appointed actuaries (at least not much). Why do P&C management teams get to ignore their actuaries?

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SEI

NOVEMBER 7, 2023

Discover AI and automation's power to reshape the financial services industry. Explore streamlined operations, data-driven insights, security enhancements & ethical considerations.

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NAIFA Advisor Today

OCTOBER 6, 2023

This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry. Tom Michel has demonstrated exceptional commitment to advancing the mission and values of NAIFA-California throughout his distinguished career.

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NAIFA Advisor Today

MAY 3, 2023

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers.

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Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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eMoney Advisor

MAY 1, 2023

When she joined the financial services industry in an advisor support role, she initially aspired to become a financial planner. Jeff Tomaneng, CFP®, CLU®, CIMA®, ChFC®, CDFA® “A lot of people entering the financial services profession don’t know the different ways you can go.”

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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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Steve Sanduski

JUNE 13, 2023

Jason Pereira and I discuss: Why the AI revolution will be more impactful on financial advisors than the robo advisor panic of 10 years ago — and more positive. How digitization and commoditization of traditional financial services opens up valuable opportunities on the human side of advice.

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Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Financial Advisor FAQs 1.

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International College of Financial Planning

DECEMBER 4, 2023

The Value of CFP® Certification for Prospective Financial Advisors The CFP® certification is a prestigious credential in financial planning, representing high levels of competence, ethics, and professionalism. This ethical commitment is fundamental in building client trust, a cornerstone in the financial industry.

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International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

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Indigo Marketing Agency

JANUARY 11, 2021

About Investments & Wealth Institute Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Need Help Growing Your Business?

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Sara Grillo

OCTOBER 31, 2022

If you are checking out a financial advisor, do your own research and consult with an attorney if need be. Ethics matter. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Top Advisor Lists are Bullcrap.

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Tobias Financial

JULY 11, 2023

We hold our advisors to this rigorous requirement, ensuring that those who lead client relationships and provide investment advisory services possess this designation. It signifies a commitment to professionalism, ethics, and a fiduciary duty to act in our clients’ best interests. Why is the CFP® designation crucial to us?

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Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. As valuable as professional financial services are, not every advisor is equipped to help every investor. Certified Financial Planner (CFP) .

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FMG

AUGUST 30, 2022

How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services. The special “Layers” trick for instantly making your financial services more demanded and valuable. Why acting like a doctor boosts your clients’ success (and lines your pockets).

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Midstream Marketing

NOVEMBER 6, 2024

Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. What makes your financial services stand out? It may also support your growth and help you lead in the financial services field.

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Sara Grillo

JUNE 17, 2024

The original investment ROR shown to the consumer was higher than a rational and/or ethical advisor would use. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Why is it so urgent for the universal life policyholder to order an in-force illustration? It’s simple.

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International College of Financial Planning

JUNE 10, 2022

This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. It is recognized in more than 27 countries.

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Sara Grillo

MAY 24, 2024

Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. I have no formalized business relationship with any of the firms listed on these financial advisor lists. Protect yourself from the financial services industry!

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Sara Grillo

JUNE 24, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. I am sick of consumers getting a raw deal and would be happy to hear your questions. #2 2 I have a newsletter entirely devoted to advocacy for the consumer.

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Insurance Math Financial Advice Compliance 59

International College of Financial Planning

JUNE 30, 2022

These are indications that the advisor has met the necessary standards in education, experience and ethics. . Your financial advisor must be regularly involved in all your financial decisions. Advice client on financial services and product . Planning services . Tax planning services .

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Sara Grillo

DECEMBER 11, 2023

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Please subscribe to my newsletter to receive these updates so you can avoid being taken advantage of by shenanigans.

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Financial Advisor Financial Advice Wealth Management Consulting 59

Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. They help build brand awareness, attract potential clients, and share your expertise in financial services. Each platform helps you connect with more people who need financial help.

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Midstream Marketing

DECEMBER 10, 2024

Using Pay-Per-Click (PPC) Advertising to Target Specific Audiences PPC advertising is a useful tool for financial advisors. You can focus on important keywords that relate to financial services. As a result, your marketing efforts are aimed at those likely to use your services. A good content strategy is also important.

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International College of Financial Planning

MAY 6, 2022

The CFP designation is also becoming more widely recognized, and employers are increasingly looking for CFPs when hiring for financial positions. Becoming a Certified Financial Planner (CFP) is a great way to advance your career in the financial services industry. How to become CFP after completing your CFP course?

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Sara Grillo

JUNE 2, 2022

It’s the typical financial services move of providing enough information to satisfy the minimum standard of transparency, but never going to the full extent that would enable the person to know what is really going on. #2. What about ethics? Ethical actions that financial advisors take. Impact on the client?

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Midstream Marketing

NOVEMBER 6, 2024

Think about what makes your financial services stand out. Or do you offer a personal, client-first service? It can also help you get new clients and showcase your skills in financial services. They may also help you grow and succeed in the financial services field.

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Inside Information

OCTOBER 29, 2023

But in the financial services marketplace, the reality is a crowd of fleece-clad wolves (brokers) as far as the eye can see, and you have to be pretty observant to notice a few actual sheep (fiduciary advisors) in their midst.

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Sara Grillo

DECEMBER 22, 2023

Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. I have no formalized business relationship with any of the firms listed on these financial advisor lists. 2 I have a newsletter entirely devoted to advocacy for the consumer.

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

AUGUST 25, 2023

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Please subscribe to my newsletter to receive these updates so you can avoid being taken advantage of by shenanigans.

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Financial Advisor Accounting License Financial Planning 52

Cornerstone Financial Advisory

APRIL 10, 2023

C), The PNC Financial Services Group, Inc. Let us at least survive and go on trying.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical. This Week: Companies Reporting Earnings Thursday: Delta Air Lines, Inc.

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Zoe Financial

DECEMBER 20, 2022

As you can expect, their list included logistics, cybersecurity, healthcare, research and development, e-commerce, and financial services. Some experts believe the financial Industry’s adaptation to AI is crucial, since it will be the biggest tool for fraud prevention. Does AI Pose a Threat?

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