Institute of Advanced Financial Planners – Investment Executive

The slow work of converting social media followers to clients

melissa — Fri, 22 Sep 2023 12:35:32 +0000

Committing to a platform and showing your personality can help with prospecting

Katie — Thu, 29 Sep 2022 19:59:51 +0000

Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium

Maddie Johnson — Fri, 24 Sep 2021 20:51:22 +0000

“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson

Katie — Fri, 24 Sep 2021 19:29:07 +0000

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

Katie — Mon, 05 Oct 2020 15:40:47 +0000

The organization is recognizing the education and skills that CFAs already possess

melissa — Fri, 02 Oct 2020 14:13:52 +0000

A tax expert at the IAFP symposium discussed the factors to consider

gregdalgetty — Thu, 06 Jun 2019 17:53:14 +0000

This year’s theme was “Making Financial Planning a Recognized Profession”

Alan — Mon, 15 Oct 2018 14:30:48 +0000

The similarity of Advocis’ IAFE could create confusion

Alan — Wed, 20 Dec 2017 00:00:00 +0000

New name of relaunched CLU could create confusion with IAFP, ruling states

Alan — Fri, 26 May 2017 15:45:00 +0000

Bryce Cross has now won in this competition for the second time in its short three-year history