CFO News Room

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

Nerd's Eye View

SEPTEMBER 15, 2023

Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current clients and in attracting clients who might be dissatisfied with their current advisor and their service offering.

Practice Management 86

Practice Management Advertising Leadership Numbers 86

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 79

Nonprofit Practice Management Advertising Leadership 79

Nerd's Eye View

JULY 10, 2023

But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.

Planning 93

Planning Advertising Investments Practice Management 93

Nerd's Eye View

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Advertising 85

Advertising Investments Planning Practice Management 85

Nerd's Eye View

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Advertising 82

Advertising Investments Planning Practice Management 82

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Yet, for advisors using fee-for-service models, being able to demonstrate value beyond portfolio management is often a necessity to attract and retain clients.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130