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Unlock Success with a Financial Marketing Consultant

Midstream Marketing

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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Transcript: Matt Levine

The Big Picture

It was derivatives math, it was like working with the traders on like risk management. And that’s kind of a terrible way to do almost everything in like regulated financial markets. And so the idea of writing this, this magazine piece was partly like, selfishly for me. We’d like to do that for crypto?

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

Sara Grillo

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. He has been cited in the New York Times, Wall Street Journal, Bloomberg, Reuters and industry outlets such as Investment News and Financial Advisor.

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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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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

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Transcript: Peter Atwater

The Big Picture

You know, when, when Time magazine put unstoppable, you know, can Hillary Clinton be stopped? There’s, there’s a real strong energy to the narratives that is mirrored in, in decision making and action that reflects this unbridled, you know, disregard for any kind of risk management. It’s a popularity contest.

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