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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. You can check Sam out on YouTube here. . Michael Kitces.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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36 Top Influencers for Financial Advisors in 2022

Indigo Marketing Agency

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. Guess what?

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

Sara Grillo

Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Matt Pruitt, CFP®, CFA®. Matt holds the CFP® and CFA® designations and lives in Minneapolis, MN with his wife and two young girls. I really don’t.” – Derek Robinett.