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.

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Financial Advisor CFP Financial Services Education 116

BlueMind

JULY 15, 2022

Following are examples of some of the common unethical practices in the financial marketplace. Attempting to deceive clients by distorting the price and the value of the security. Pressuring a client to buy or sell securities that are not in their best interest. However, what if the client fails to provide the full picture?

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Compliance Financial Advisor Certified Financial Planner Clients 98

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. billion in client assets.

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Financial Advisor CFP Financial Services Education 52

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. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

FMG

FEBRUARY 3, 2023

By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.

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Financial Services Media Accounting Financial Advisor 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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Financial Planner Financial Planning Commission Sales 40

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

MARCH 13, 2024

This can mitigate the impact of taxes on your Social Security benefits and maximize your overall financial well-being in retirement. In addition to prioritizing tax optimization as part of your retirement planning, it is also crucial to have a financial planner who specializes in tax planning review your tax return each year.

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Retirement Planning Retirement Planning Estate Planning 105

Ballast Advisors

JUNE 12, 2023

In this blog, we’ll explore some important questions that individuals should consider when assessing how these rates influence their financial plans with key insights from financial professionals Paul Parnell, a financial advisor with Ballast Advisors, and Tom Mattaini a mortgage broker with New American Funding.

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The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. So let’s talk a little bit about the Advisor Services Division. What exactly does it do, and what sort of clients and customers are you working with? RITHOLTZ: We’ll talk a little bit about Advisor’s Alpha in a bit. It’s got such a sense of purpose.

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Financial Advisor Clients Taxes Investing 274

WiserAdvisor

JULY 24, 2022

Hiring reputable and experienced high-net-worth financial planners can benefit high-income groups and help them lower taxes. Financial planners employ different approaches to save tax. For instance, financial planners may recommend turning your traditional retirement accounts into Roth accounts to lower your tax burden.

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Financial Planning Planning Financial Planner Estate Planning 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

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Compliance Wealth Management Clients Management 152