Skip to main content
In the News

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

By Meghaan Lurtz March 27, 2023

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.

Meghaan Lurtz
March 27, 2023