Marketing Insights for Fee-Only Financial Advisors

What Is a Retirement Income Certified Professional® (RICP®)? A Retirement Income Certified Professional® (RICP®) is a financial advisor with specialized expertise in retirement income planning. They help individuals create strategies to convert savings into sustainable income, optimize Social Security benefits, and prepare for long-term financial needs. RICPs are trained to address key retirement risks such…

When it comes to managing your personal finances and investments, the guidance of a qualified financial advisor can be invaluable. However, not all financial advisors are created equal. Two critical factors to consider when selecting an advisor are whether they operate on a fee-only basis and whether they are fiduciaries. What Does It Mean to…

A Certified College Financial Consultant (CCFC) is a financial professional specializing in education funding strategies, financial aid planning, and student loan advising. They assist families in navigating the complexities of paying for higher education by offering tailored advice on savings plans, tax benefits, and optimal funding approaches. Engaging a CCFC can help families develop comprehensive…

A Chartered Retirement Planning Counselor (CRPC®) is a professional certification for financial advisors specializing in retirement planning. Awarded by the College for Financial Planning, the CRPC designation equips professionals with the skills to assist clients in managing the transition from working life to retirement. This includes comprehensive training on retirement planning, wealth accumulation, and estate…

​The Chartered Advisor for Senior Living® (CASL®) designation is a professional credential that signifies an advisor’s expertise in assisting clients who are approaching or in retirement. These advisors specialize in areas such as wealth management, estate planning, and long-term care, aiming to ensure financial security for senior clients. Although the CASL® program is no longer…