International College of Financial Planning

OCTOBER 26, 2023

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Financial advisors empower their clients, enlightening them about financial health and cultivating habits that pave the way to prosperity.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. He is on a mission to help the industry grow and evolve.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. You can follow him on X (Twitter) and LinkedIn.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. The advice part of being a financial adviser is the hard part. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management 268

Management Assets Portfolio Investing 268