If you work in a service-based business, you know It’s no secret that bringing in new clients is equally important as keeping current clients satisfied. The same rings true for certified financial planners (CFPs).
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As someone in the financial services industry who builds relationships based on trust, social media marketing is a good way to build a foundation for your client relationships at scale. In this article, we’ll discuss why financial advisors should use social media and share the best tips for utilizing these platforms to promote your business.
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A one-page financial plan benefits both you and your clients. Here are a few main ways you — and your clients — can benefit from consolidating the important information into a single page.
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Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.
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Before moving on with the plans you have for your clients, it's necessary to implement safety measures to minimize the risks that can arise when something unforeseen happens. This is where insurance comes to play. In this article, we’ll cover why insurance is an important part of any financial plan and how to incorporate this coverage into your client’s financial future.
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As financial professionals, one of the most critical interactions we can have with our clients is during client meetings. A successful client meeting is a way to earn clients’ trust and confidence in you and your advisory firm, especially your first meetings.
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While it’s not a requirement to get certified, designations to show off your expertise — such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) — will give a major boost to your credibility in front of recruiters or clients.
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