Financial Consultant Financial Planning Sales 
NAIFA Advisor Today
OCTOBER 6, 2023
He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.
WiserAdvisor
DECEMBER 1, 2023
This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. These milestones can often bring unique financial challenges for physicians.
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FMG
JULY 13, 2023
Some examples of CTA phrases that people use on their landing pages are: “Watch the Sample Lesson” “Get Started” “Download Now” “Reserve My Seat” “Subscribe to Our Newsletter” A strategically placed CTA button that stands out from the rest of the page is the best way to move your visitors further than the sales funnel.
Sara Grillo
DECEMBER 12, 2022
I don’t care what that sales rep is making. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. “If you’re going out for 20 year term, who cares what the commission is? The commission is the commission. Who cares? I really don’t.
The Big Picture
JUNE 11, 2024
And at, at some point, the people that were running the fi, financial planning department for creative planning, which was a sister company to an insurance company, there were three guys that were selling disability insurance to physicians in Kansas City. And I think, like we were doing financial planning without a separate fee.
Sara Grillo
APRIL 10, 2023
I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. So please subscribe!
Sara Grillo
SEPTEMBER 26, 2022
We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.
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