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. Check out the list below. Bill Cates.

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Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

FEBRUARY 3, 2024

This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. Collectively, these measures signify a strategic approach to enhancing financial stability and supporting sustainable development. to exceed ₹ 1.72

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Budgeting Financial Market Investing Investments 52

James Hendries

FEBRUARY 23, 2023

Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. A wise entrepreneur considers their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile.

Startup 40

Startup Business Planning Financial Planning Risk Management 40

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

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Estate Planning Clients Planning Financial Planner 78

FMG

FEBRUARY 2, 2023

Financial planning is a very broad industry, so if you can narrow your audience down to a certain field and focus on a specific niche that is underserved, you can really establish yourself as an expert in that field. So, how do you position yourself as a thought leader in the financial industry?

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Media Financial Planning Retirement Clients 52

Steve Sanduski

DECEMBER 15, 2022

Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble. “I wanted to do wealth planning differently.”

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Financial Advisor Planning Clients Investing 52

Clever Girl Finance

JULY 12, 2023

Power plant operator Median power plan operator salary: $94,790/year (operators, distributors, dispatchers from BLS) Education required: High school diploma or equivalent Power plant operators are one of the best jobs without a degree to have. Let’s be real for a second – there’s a stigma in place when it comes to education.

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Education Certification License Engineering 81

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

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Financial Advisor Clients Assets Financial Services 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara.

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Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

James Hendries

FEBRUARY 23, 2023

What does an entrepreneur need to create a dynamic company? As an entrepreneur, you devote half your time or more to the daily hustle, making things happen and accomplishing goals. So how can you make your mark as an entrepreneur? Take a long look at your financial status, connections, online presence and energy.

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Planning Startup Taxes Clients 40

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). For those of you who are new to my blog, my name is Sara. Is selling annuities to them the answer?

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Insurance Financial Advisor Retirement License 59

Good Financial Cents

APRIL 10, 2023

Being Rich is Limited to Living a Rich Lifestyle I still remember the story of a married couple I worked with as a financial advisor. Still, looking over all their financial accounts left me absolutely dumbfounded. Plus, the American version of “rich” is basically unheard of in many regions around the globe.

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Investing Investments Assets Accounting 109

FMG

JANUARY 10, 2023

This blog touches on the main ones you should focus on this year: Optimizing for social media search. You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! When you hear the term financial planning, usually the word “fun” doesn’t come to mind. Short-form video.

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Financial Planning Clients Media Planning 52