Indigo Marketing Agency

AUGUST 17, 2024

Examples of Good and Bad CTAs Great CTA Examples “Schedule Your Free Financial Consultation Today”: This CTA is clear, offers immediate value (a free consultation), and creates urgency by using the word “today.” Join Our Webinar on Investment Strategies”: It highlights an upcoming event, encouraging timely participation.

Financial Advisor 52

Financial Advisor Retirement Planning Consulting Financial Consultant 52

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. each of these events can profoundly impact an individual’s financial situation. In such times of transition, the role of a financial advisor becomes indispensable.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

AUGUST 8, 2022

Secondly, when hiring a financial advisor, look for their certifications to establish more faith. You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

The Big Picture

JUNE 11, 2024

They still got their website, they still got their financial consultant in the branch. And it allowed for more easier internal succession in the event that something happens to me. And, and the client also doesn’t lose anything. They’re still at Schwab. They just have an advisor advising them on the account.

Planning 163

Planning Clients Investing Investments 163

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59