Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Midstream Marketing

MARCH 3, 2025

By using effective digital marketing and strategic planning, you can be seen as a thought leader in the financial services industry. It’s essential to adapt your presence to the platforms where potential clients look for financial advice. Social media platforms like LinkedIn are great for networking.

Financial Advisor 52

Financial Advisor Ethics Media Clients 52

The Big Picture

MAY 7, 2024

So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. Moms would ping her every day about financial advice. 00:29:28 [Speaker Changed] Yeah.

Startup 146

Startup Advertising Engineering Numbers 146