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29 Yearly Goals Everyone Should Have!

Clever Girl Finance

Table of contents For your finances To build your career For your health To improve your relationships For your personal development Expert tip: Make your goals smaller for success How to set your goals What are some examples of 1 year goals? Setting goals for the year isn’t meant to lock you into a rigid mindset of success or failure.

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7 Best Value Investing Books That You Cannot Afford to Miss

Trade Brains

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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.

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How To FI: Become Financially Independent With These Steps

Clever Girl Finance

Imagine you make enough money through investments and savings that you can retire early. To make that goal into a reality, you need to learn how to FI or achieve financial independence. Table of contents What is FI (financial independence)? Is it possible to reach financial independence quickly? What is FIRE?

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How We Help Financial Advisors Build a Strong Marketing Foundation (Video)

Indigo Marketing Agency

Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation. Building a strong marketing foundation is key to seeing successful, long-term results in your marketing. Why Is a Strong Marketing Foundation Important?

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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Now it’s at $120.