Assets, B2B and Ethics - Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. billion in client assets. Ron Carson…need we say more?

Financial Advisor

Financial Advisor CFP Financial Services Education

Transcript: Ramit Sethi

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. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

Transcript: Ramit Sethi

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