In the News
How Marketing With the CFP Marks Reduces Client Acquisition Costs and Accelerates Revenue Growth
Surveys show that financial advisors with the CFP® certification save time and money on marketing while increasing their revenue. The CFP® certification not only equips advisors with the technical knowledge to deliver top-notch services, but also works as a useful signal for consumers on whom to look to for financial advice.
Kitces.comMeghaan Lurtz
March 27, 2023