streamlining your back office

There are a lot of financial advisors in the market. It’s a crowded field. Lately, the Certified Financial Planner (CFP) designation has transitioned from a “nice to have” credential to quickly become the minimum standard for many financial advisors. But, while it’s great to have earned it, having those coveted “CFP” letters is no longer the differentiator that it once was. So, what comes after your CFP? How do you stand out in a field that’s already crowded with talented financial planners?