41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
She’s given over 600 presentations to more than 10,000 financial professionals since 2015. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. You can check Sam out on YouTube here. . Michael Kitces.
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