The Latest In Financial #AdvisorTech (February 2023)
Nerd's Eye View
FEBRUARY 6, 2023
For which Elements has positioned itself as an early leader that is now gaining momentum.
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41 Top Influencers for Financial Advisors in 2023
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.
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. RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: That’s more counseling than it is financial advice. Jay Abraham taught me a lot about putting my customers and clients at the center of my world.
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