Search for: "Professional Planners Marketing Group" Results 1 - 20 of 253
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10 Nov 2009, 8:26 pm by Noric Dilanchian
Preparing a short (50 min) workshop style presentation for a group of financial planners in Australia. [read post]
10 Nov 2009, 8:26 pm
Preparing a short (50 min) workshop style presentation for a group of financial planners in Australia. [read post]
8 Nov 2021, 4:08 am by Joseph Parise
The amount planners are beholden to commissions allows us to divide financial planners into three groups: commission-based, fee-based, or fee-only. [read post]
17 Jul 2010, 3:00 am by Anne Shale
Jay Buckingham, CFP, of Buckingham Financial Group has been my personal Financial Planner for over ten (10) years.   [read post]
17 Jul 2010, 3:00 am by Anne Shale
” Jay Buckingham, CFP, of Buckingham Financial Group has been my personal Financial Planner for over ten (10) years. [read post]
13 May 2015, 11:34 pm by Tessa Shepperson
Dealing with a landlord who has brought onto the market several properties for homeless single people. [read post]
9 Sep 2010, 3:17 pm by Helen Pitlick
A legal marketer adds: The most successful businesses -- even professional firms -- understand and leverage the value of best practices from other industries and marketers. [read post]
11 Aug 2018, 1:00 am by Victor Medina
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Plannerprofessional (CFP). [read post]
20 Apr 2010, 8:44 am by structuredsettlements
The efforts are aimed at balancing the group's campaign to promote its certification as the highest standard for financial planners, with its goal of popularizing the certificate, which is now held by about 61,000 individuals. [read post]
21 Dec 2007, 7:29 pm
The apparently bogus designation is used to characterize many Delta Group associates as one of the reasons to business with Delta Group in its FAQ. [read post]
31 Mar 2009, 10:00 pm
These organizations or companies can include small community banks, groups of financial planners, chambers of commerce, networking groups, accounting firms, business consultants, psychologists, chiropractic groups, employee benefits companies. 6) Give a presentation or keynote to a trade association. [read post]
3 Nov 2007, 5:25 pm
Marketing for Certified Specialists and niche attorneys is in some ways simpler than marketing a general practice. [read post]
3 Nov 2007, 5:25 pm
Marketing for Certified Specialists and niche attorneys is in some ways simpler than marketing a general practice. [read post]
22 Oct 2013, 1:16 pm by S2KM Limited
- President of Synergy Settlement Solutions who also serves on the Board of Directors of the Society of Settlement Planners. [read post]
13 Apr 2008, 8:50 am
The advent of the Internet and the expanded use of same by settlement professionals and attorneys to deliver marketing messages and education since the latter part of the 1990s. [read post]
2 May 2014, 9:45 am by S2KM Limited
Which professional associations include "settlement planners" and what certification programs do they offer? [read post]
15 Jan 2009, 3:00 am
We have to do something,'" said Thea Pagel, an event planner and one of four people coordinating the guerilla marketing effort. [read post]