Nerd's Eye View
JULY 13, 2023
Given the tremendous breadth of knowledge that financial planning encompasses, many new advisors often fall prey to ‘imposter syndrome’ and build their confidence by gaining more subject matter expertise.
International College of Financial Planning
FEBRUARY 23, 2024
In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.
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International College of Financial Planning
NOVEMBER 16, 2023
It helps set the standard for what clients should expect from the relationship, encourages them to engage with the financial plan, strengthens your brand identity, promotes a comprehensive planning experience, and helps rationalize your fees. Digital Literacy Workshops: ICOFP regularly conducts workshops focusing on digital literacy.
Midstream Marketing
NOVEMBER 8, 2024
Focused SEO efforts can bring in targeted visitors to a financial advisor’s website. Hosting Webinars and Online Workshops for Direct Interaction Webinars and online workshops are a great way to connect with potential clients. You can use specific keywords related to financial advising, such as certified financial planner.
Indigo Marketing Agency
MARCH 5, 2025
Maximizing Lead Generation From Seminar Marketing for Financial Advisors Capturing Attendee Information Every attendee is a potential client, so its essential to collect their information for follow-ups. Heres what just one of our clients had to say when we helped her execute a workshop that promoted her financial services.
International College of Financial Planning
JULY 10, 2023
Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.
Midstream Marketing
DECEMBER 10, 2024
Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients. You can offer educational webinars and online workshops. Promote your webinars and workshops in different ways. This helps you share your knowledge.
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