Financial Planner Financial Services Seminar 
Nerd's Eye View
MAY 5, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
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Nerd's Eye View
SEPTEMBER 6, 2022
What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)
FMG
OCTOBER 2, 2023
They may be wondering: “What is a fiduciary financial planner?” What to look for in a financial planner?” What does a financial planner do?” Free Knowledge Maybe you provide free consultations for prospects or have offered free seminars in your local community.
Midstream Marketing
NOVEMBER 12, 2024
Update old prospecting methods like cold calling, seminars, and direct mail by making them feel fresh and personal. Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. Before you call, spend some time to research.
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