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How Marketing With the CFP Marks Reduces Client Acquisition Costs and Accelerates Revenue Growth

By Meghaan Lurtz March 27, 2023 Kitces.com

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.

Read more at Kitces.com

Kitces.com
Meghaan Lurtz
March 27, 2023