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Remove B2B Remove Budgeting Remove Ethics Remove Numbers
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

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. She was also named a Top 10 Financial Advisor by Investopedia. Learn more​​ about Marguerita on LinkedIn. Peter Lazaroff. billion in client assets. Aaron Klein.

Financial Advisor 116
Financial Advisor CFP Financial Services Education 116
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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. And they do that for 35 years tweaking numbers I go you won, you won the game.

Accounting 130
Accounting Numbers Budgeting Financial Counseling 130
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