Nerd's Eye View

FEBRUARY 6, 2023

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well! For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 216

B2B Financial Advice Clients Planning 216

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. SETHI: Yes. I go, what?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130