Posts Tagged ‘financial advisor’
Active vs. Passive Investing: Which Strategy is Right for You?
Investing can seem like a daunting task, especially with countless options available. Two primary approaches dominate the investment landscape: active and passive investing. Understanding the differences between these strategies is crucial for making informed decisions and achieving your financial goals. This article will compare active vs. passive investing, exploring their benefits, drawbacks, and ideal investor…
Read More5 Myths About Being a Financial Advisor – Debunked
Do you know what financial advisors do? Or are misconceptions about being a financial advisor holding you back from exploring this profession? To help you understand what your career as a CERTIFIED FINANCIAL PLANNER™ professional could look like, consider these common myths about financial planning careers. Myth: It’s all just numbers and math. Fact: While…
Read MoreFinancial Advisors: Don’t Make These Marketing Errors!
There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their marketing budgets in the future. Unfortunately, these marketing dollars aren’t always spent effectively. Here are 6…
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