Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. He’s an investment advisor representative and CFP with life and health insurance licenses. He wanted to keep growing but nothing seemed to be working.

Financial Planner 98

Financial Planner License Advertising Investment Advisor 98

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind. For us, that is helping them keep the bigger picture in mind.

Financial Planning 40

Financial Planning Planning Communication Clients 40