On Sept. 2, 2025, the finalists for the finalists for the 2025 Folio: Eddie and Ozzie Awards were announced. (The Eddies honor the best editorial content and the Ozzies highlight the best in design.)
In my capacity as Reporter for Financial Planning Magazine, in the Range of Work by a Single Author > B2B category, I was a finalist for my entry, “An Eye on Wealth Management.”
My entry included the following stories:
2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles
2024-10-07 - FP - New CFP Board ads incite fierce backlash from advisors
https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors
2024-10-21 - FP - CFP Board updates ads after backlash from advisors
https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints
2025-02-06 - FP - How advisors are using podcasts to educate, engage and win clients
https://www.financial-planning.com/news/financial-advisors-use-podcasts-to-connect-win-clients
2025-02-10 - FP - These are the tools advisors prefer for creating top-notch podcasts
https://www.financial-planning.com/news/podcast-tools-advisors-prefer-for-the-best-audio-and-video
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