Remove 2008 Remove Financial Advice Remove Wealth Advisor
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He was named a Top 10 Advisor on Investopedia’s 100 list.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? Does conflict of interest matter?

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Transcript: Tom Rampulla

The Big Picture

Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. So let’s talk a little bit about the Advisor Services Division. And in 2008, Bill McNabb took over.

Clients 286
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: What is an investment advisor? Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

CFP 59