Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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

Trade Brains

APRIL 11, 2023

In fact, many of them start investing in stocks under Rs 50. Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. crores, Geojit Financial Services is a small-cap company. Market Cap (₹ in Cr) 1,040.05

Retail 94

Retail Government Distribution Financial Services 94

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. Joanne Bradford : No, I’m a, like, I think I invest with my human capital, right? And so they have done that and they’re a B2B company right now.

Startup 140

Startup Advertising Engineering Numbers 140