The Best Three Designations for Financial Advisors

Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise.

While a job title might have some relevance to a firm’s internal hierarchy, you can start with the assumption that all job titles are a form of marketing. Titles are unregulated and cannot be treated as verifiable proof of someone’s credibility or authority to serve your financial needs.

Professional designations provide a more standardized way for people to convey their expertise, but not all letter combinations require the same degree of knowledge and training.

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Investopedia Top 100 Financial Advisors

Investopedia 100

It is such an honor to be included among Investopedia’s 100 Most Influential Advisors.

Here is a high-level snippet from Investopedia’s explanation of the recognition.

The Investopedia 100 seeks to measure influence. We have endeavored to quantify the impact that our advisors have on their clients and the broader financial community. Influence isn’t about being popular. It’s about helping others (although being popular helps if one’s popularity is tied to the mission of educating investors).

In developing our list, Investopedia’s data sciences and editorial teams identified advisors across the country who are best able to engage with their audience across platforms.

Educating others on financial issues has always been a passion of mine. It is the primary reason I started this blog as well as the inspiration for my book that will be published in early 2019 (sign up here for book updates).

Thank you to all my readers for the continued support.

Democratizing Investment and Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below.

You can also read about more about my involvement with BrightPlan here.

RIA Channel Interview

Curious about how BrightPlan works? Check out this video for a quick demo.

Introducing a New Series to Explore Complex Adaptive Systems

I’ve made many references over the past several years to financial markets being a complex adaptive system. I find the concept fascinating and elegant, but it requires more explanation than I’ve ever had the space, word count, or reader attention span to cover within the context of another article.

Over the next several weeks, I’m going to flesh out some of the things I’ve learned about complex adaptive systems. My hope is that the posts will interact with each other in such a way that the series is greater than the sum of its parts (a super-cheesy complex adaptive systems reference that will make sense as you learn more).

Check back here next week for how I was introduced to complex adaptive systems through piles of sand.