Advisors often make the mistake of going for lesser-known designations. Clients, especially high net-worth clients, know the value of quality credentials.
November 22, 2011
Advisors often make the mistake of going for lesser-known designations. Clients, especially high net-worth clients, know the value of quality credentials.
November 22, 2011Go for credentials that will add value – not just letters
Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients began to require more guidance in the post-retirement portion of their plans, so Penner began looking for ways to hone her skills in retirement-income planning. “I was dealing with a […]
In the global economy, it pays to have credentials that are accepted in other countries
Designations that deal with divorce, elder planning can give your practice a unique value proposition
A brief guide to financial services qualifications for advisors
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