Kimberly A. Branch, CFP®, Author at American Portfolio Blog

The Financial Advisor’s Role in Promoting Financial Literacy

Posted by Kimberly A. Branch, CFP® | Dec 1, 2021 |

Why Financial Literacy Matters The benefits of greater financial literacy confer a number of...

Posted by Kimberly A. Branch, CFP® | Dec 1, 2021 |

The Role of a Coach Ultimately, whether the focus is narrow or broad, the coach’s role is to help...

Posted by Kimberly A. Branch, CFP® | Dec 1, 2021 |

Valuing Your Practice It is estimated that over the next 10 years, nearly 70,000 advisors...

Posted by Kimberly A. Branch, CFP® | Dec 1, 2021 |

Wirehouse versus Independent Broker/Dealers: A Comparative Overview Advisors contemplating the...

Posted by Kimberly A. Branch, CFP® | Dec 1, 2021 |

Achieving Client Acquisition Success New business development is essential for an advisory...