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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Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!
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Following a process ensures that you’re taking all the steps necessary to create a comprehensive financial plan with your client’s best interest in mind. In this article, we’ll be boiling down the seven steps recommended by the Certified Financial Planner Board of Standards (CFP Board) into a streamlined five-step process.
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