Indigo Marketing Agency

MAY 31, 2025

Whether youre sharing a quick tax tip or answering a common financial question, short-form video helps you meet your audience where they already arescrolling on social media, looking for helpful content. Thats a huge shift and shows just how much short video is gaining ground in the B2B world. Let your audience get to know you.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

DECEMBER 14, 2022

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

The Big Picture

MAY 7, 2024

And so they have done that and they’re a B2B company right now. 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget? And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group.

Startup 143

Startup Advertising Engineering Numbers 143

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: That’s more counseling than it is financial advice. RITHOLTZ: There was no big exit, you didn’t ring the bell and say? SETHI: No, there was no exit, we were not here at Bloomberg. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130