This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove B2B Remove Ethics Remove Financial Advice Related Topics
Financial Counseling Budgeting Wealth Advisor Math Risk Management Investment Advisor Financial Planning Asset Allocation Financial Advisor Financial Planner More Related Topics >
article thumbnail

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

Financial Advisor 116
Financial Advisor CFP Financial Services Education 116
article thumbnail

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. RITHOLTZ: That’s more counseling than it is financial advice.

Accounting 130
Accounting Numbers Budgeting Financial Counseling 130
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 74,000+ Insiders by signing up for our newsletter

About
Webinars
About
Editions
Webinars
Editions
Topics
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024