Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 196

Ethics Financial Advice CFP Financial Advisor 196

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. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

JUNE 12, 2023

It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. Source: KB Financial/Veralytic Hmmmm: The insurance company is crediting 4.95% in the insurance illustration. Thanks for reading.

Insurance 59

Insurance Clients Financial Advisor Math 59