Steve Sanduski

JULY 20, 2022

” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. What makes your firm and your approach to financial planning special?

B2B 52

B2B B2C Wealth Advisor Media 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

APRIL 11, 2023

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. crores, Geojit Financial Services is a small-cap company.

Retail 94

Retail Government Distribution Financial Services 94

The Big Picture

JUNE 6, 2023

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. RITHOLTZ: What’s the pushback to that from clients? Here, you could do it yourself. SETHI: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130