Indigo Marketing Agency

JULY 1, 2020

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. Others are sending out frequent blog posts and emails as information changes almost daily. I feel I can improve their financial lives when there’s turmoil in the markets. The Bottom Line.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. ” Fidelity, 2020. Sources: 1. November 16.

Financial Planning 95

Financial Planning Clients Planning Education 95

Sara Grillo

SEPTEMBER 26, 2022

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? Scott Salaske of Firstmetric.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Nationwide Financial

DECEMBER 30, 2022

According to the Center for American Progress, in 2020, 1 in 3 LGBTQ Americans faced discrimination in the past year. With that concept in mind, this blog touches on a number of these differences and how they may impact your LGBTQ+ clients. In a previous blog, we referenced protecting surviving spouses from a drop in income.

Clients 52

Clients Planning Retirement Planning Taxes 52