In the News
5 Language Mistakes Advisors Should Avoid
It’s important for financial advisors to follow the usage standards for their certification marks, such as the CFP® marks, to prevent both reputational damage and mitigate potential liability risks. The most egregious issue is when advisors falsely claim to be certified. Verify a CFP® professional on the CFP Board website.
Rethinking65Jeffrey Briskin
May 5, 2024