Financial Planner Investment Advisor Numbers Presentation 
International College of Financial Planning
OCTOBER 26, 2023
Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.
Ballast Advisors
JUNE 12, 2023
It’s hard for that first-time home buyer to, number one, find a house that they can qualify for because the interest rates are a little bit higher. But number two, when they do find it, there are many other people that are in that same category that it, it makes it almost impossible to get the house,” explains Mattaini.
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Bell Investment Advisors
JUNE 29, 2023
My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. All these numbers are as of June 16. And this was actually true of a number of banks.
Indigo Marketing Agency
DECEMBER 19, 2022
She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. You can check Sam out on YouTube here. . Michael Kitces.
Sara Grillo
DECEMBER 12, 2022
So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Doug Twiddy. I really don’t.” – Derek Robinett.
Bell Investment Advisors
MAY 24, 2024
On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?
Indigo Marketing Agency
JANUARY 17, 2022
She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. You can check Sam out on YouTube here. Guess what?
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