CFP or Wealth Management Advisor?
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Feb 12, 2012 12:19 pm
How does the CFP designation compare to the Wealth Management Advisor designation?
CFP Blows it out of the water, but many clients and prospects won't really know the difference TBH.
I've never even heard of a Wealth Management Advisor ... 95% of my clients have never heard of a CFP.
I've never really heard anyone use "Wealth Management Advisor" but I wouldn't be surprised. working for a wealth management company, and being an advisor, I guess that could become "wealth management advisor". What do you usually hear? Financial Advisor? ... obviously... anything else?