CFP Financial Services Investment Advisor Presentation 
Indigo Marketing Agency
DECEMBER 19, 2022
He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. 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.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
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Sara Grillo
MARCH 22, 2024
Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Devin Faddoul www.addafinancial.com Flat fee advisor in Pittsburgh Texas Allen Mueller www.7saturdaysfinancial.com
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
Indigo Marketing Agency
JANUARY 17, 2022
He’s a referral coach for top advisors, bestselling author, hall of fame keynote speaker, and one of my top mentors. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations.
Sara Grillo
DECEMBER 12, 2022
With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Matt Pruitt, CFP®, CFA®. provide protection solutions for their clients. degree in Computer Science.
WiserAdvisor
JULY 24, 2022
Income tax, estate tax, state tax, property tax, investment returns, debt, etc., can present themselves as intimidating numbers on a piece of paper. Putting these together and understanding your financial health can be cumbersome. Start early: With great power comes great responsibility.
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