B2B, Budgeting and Financial Planner - Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. He was named a Top Most Influential Financial Advisor by Investopedia four years in a row and sits on the CNBC Advisor Council. . Follow Matt on LinkedIn or Twitter for more of his insights. . Guess what?

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Transcript: Joanne Bradford

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MAY 7, 2024

And so they have done that and they’re a B2B company right now. So I worked with a certified financial planner called Katie Song when I was at SoFi. Like literally went through my budget, my spending, my potential spending and my investments. They, well, they love a, you know, TikTok, you know, budget tool.

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Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

Transcript: Joanne Bradford

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