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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” Recently Matt welcomed Indigo’s founder, Claire Akin, on his podcast (listen to the episode, “The Importance of Your Marketing Strategy,” here ).

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” Recently Matt welcomed Indigo’s founder, Claire Akin, on his podcast (listen to the episode, “The Importance of Your Marketing Strategy,” here ).

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A. in English Language and Literature.

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Transcript: Matt Levine

The Big Picture

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while.

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Transcript: Peter Atwater

The Big Picture

And, and if we’re gonna be objective and put some numbers on it, as much as we all would prefer lower rates, we’ve had 18, 19 months of rising rates. Aren’t these two very different sets of circumstances, the post- financial crisis and the post pandemic era, isn’t the middle and lower class better off?

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