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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Transcript: William Cohan

The Big Picture

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? COHAN: The CEO, the manager of the century. COHAN: The manager of the 20th century.

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Transcript: Eric Balchunas

The Big Picture

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — I couldn’t believe the numbers.

Assets 164
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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. SCHWARTZ: He had a magazine. The Professor was publishing for the magazine, and the Steinberg family is very involved in Wharton. There’s a number of them in our earnings index that are being overweighted.

Numbers 143
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Transcript: Liz Hoffman

The Big Picture

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Retail 130
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Transcript: Howard Lindzon

The Big Picture

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. He used to write at Smart Money Magazine. LINDZON: Lesson number two. And they go, what’s street.com’s number. ” I do the pitch.

Media 281