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In late 2021, I was honored to receive D Magazine’s Best FinancialPlanners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 FinancialPlanner distinction for the third year in a row. Listed as a D Magazine Best FinancialPlanner for the seventh year in a row.
I was honored to receive D Magazine’s Best FinancialPlanners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. It’s been a fun, busy year!
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Examples of Effective LinkedIn Headlines for Advisors: Fee-onlyFinancial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.
In 2023, I was also honored to receive D Magazine’s Best FinancialPlanners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financialplanners. He was a wonderful man, and we all miss him dearly.
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financialplanners.’ But not as a financialplanner.). Pandemonium!
Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified FinancialPlanner. Those are extremely impressive credentials, and ones that they should display proudly.
Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified FinancialPlanner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.
If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financialplanners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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