Latest How To Become A Financial Planner,Blog News

​Drop the excuses and take a risk
American certified financial planner Kristin Harad is a marketing trainer for advisers. She gives you her tips to … “Marketing does not come naturally to me” and “marketing is not my strong suit” are just a few of the excuses financial planners rely …
Read more on Wealth Professional

Paul Sidney Elliott Joins Beacon as Senior Financial Advisor
Not only is Paul a Certified Financial Planner™ and adviser, but also he brings estate planning and legal expertise to Beacon as a member of the Florida Bar since 1973 ," said LaVoy. When asked about Beacon's 2014 growth initiative, LaVoy explained …
Read more on PR Leap (press release)

Savvy Senior
If you don't know anyone who can give you a referral, and you're looking for broad-based financial advice, hire a Certified Financial Planner, or CFP, who are considered the “gold standard” in the industry. To get the CFP credential, they must have a …
Read more on Hampshire Review (blog)