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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary. Team Kitces.

Education 130
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Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Terry Parham Jr.

Planning 130