Tag Archives: cfp
Five Things You May Not Know About Social Security, But Should
In my fifty years on the planet, I can’t recall ever hearing of an income producing strategy that did not involve at least some kind of market risk or require some kind of capital upfront in order to get a [Read more...]
Posted in Featured on Forbes
Tagged cfp, erik carter, financial finesse, financial plan, liz davidson, nancy anderson, retirement planning, social security
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Lessons I Learned from Interviewing Over A Thousand Financial Planners
Over the years, I’ve personally interviewed over a thousand financial planners as part of our recruiting process at Financial Finesse…
Financial Planning Standards Board Case Study on Financial Finesse
As a hedge-fund manager in the 1990s, Liz Davidson often conducted financial planning workshops as a marketing tool to fill her pipeline with clients. She learned two things in the process. First, she saw a need that the marketplace didn’t [Read more...]
Posted in Press
Tagged certified financial planner, cfp, financial education, financial finesse, financial planning, liz davidson, nancy l. anderson
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