Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

CFP 52

CFP Financial Planning Financial Advisor Planning 52

Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors. Transcription.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. . ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? Ramit Sethi is a fascinating guy with really an amazing and fascinating career, starting out studying psychology and a little bit of finance at Stanford.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. His name is Dave Nadig. So I went around and sort of did some rationalization.

Management 268

Management Assets Portfolio Investing 268