Investment Writing

FEBRUARY 13, 2024

Michael Kitces, Nerd’s Eye View Susan’s words have helped me hone my message and become clearer in my explanations. The blog preparation work sheets should be of particular value to an author who wishes to get smart people to do smart things with their money. Michael Lipper, Mike Lipper’s blog Format your content effectively!

Clients 52

Clients Sales Communication Investing 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Michael has also been named the #1 Independent Advisor in the U.S. by Investopedia for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JUNE 16, 2023

Have you ever scrolled through Michael Kitces’ profile on LinkedIn and wondered how he amassed over 67,000 followers in addition to his 500+ connections? As an industry thought leader and a top financial influencer, Michael Kitces is the perfect example of how to leverage LinkedIn to build your brand.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. He’s also the New York Times bestselling author of Avalanche and The Sustainable Edge.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s a referral coach for top advisors, bestselling author, hall of fame keynote speaker, and one of my top mentors. He’s also a New York Times bestselling author of Avalanche and The Sustainable Edge. Michael Kitces Michael Kitces is another household name among financial advisors who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

APRIL 26, 2021

Ron Carson and Scott Ford, the authors, are household names in the financial industry. The author, David J. The author, Matt Oechsli, includes a breadth of statistical data that reveals how affluent people think, feel, and react to challenges they face on a day-to-day basis. Mullen, Jr.,

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

DECEMBER 18, 2019

She’s authored seven books, has been named a Top 25 C-Suite Speaker, and is a regular presenter at Barron’s Top Producer conferences. . Nerd’s Eye View and Kitces.com (Michael Kitces). Michael Kitces is a self-proclaimed financial planning nerd. Referral Generation for Financial Advisors.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

The Big Picture

AUGUST 29, 2022

He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. Quick side note, I interviewed Michael Lewis for this book. He is the Senior ETF Analyst for Bloomberg News. He is also co-host of ETF IQ on Bloomberg Television.

Assets 164

Assets Management Marketing Marketing 164