Remove Financial Guidance Remove Financial Planning Remove Presentation
article thumbnail

Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

But of course, Jack Bogle was still sort of around his present on campus. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly. What advice would you give to a recent college grad interested in a career in wealth management or personal financial guidance?

Clients 130
article thumbnail

How financial professionals can make strong connections with Black consumers

Nationwide Financial

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Flat fee advisor list by state

Sara Grillo

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

article thumbnail

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

article thumbnail

Markets Down? Crank UP Your Marketing.

Indigo Marketing Agency

If your prospects are experiencing dissatisfaction with their current financial advisor, a market downturn could be the straw that breaks the camel’s back, inciting them to look elsewhere for help. . But how can these prospects find you if you’re not present online? The proof is in the pudding.

article thumbnail

Why Niche Marketing Is Important for Financial Advisors: Unlocking the Power of Specialization

Indigo Marketing Agency

Why Niche Marketing Is Important for Financial Advisors For prospective clients looking for financial guidance, niche marketing is like helping them find their tribe in the vast and dangerous wilderness. This could be anything from personalized financial plans to niche-specific investment strategies.

article thumbnail

Low cost financial advisors who WON’T cost you a bloody fortune!

Sara Grillo

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!