Financial Planner Magazine Numbers Risk Management 
Indigo Marketing Agency
DECEMBER 19, 2022
He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, ThinkAdvisor, and Advisor Perspectives. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world.
Indigo Marketing Agency
JANUARY 24, 2024
He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal , Business Insider , Entrepreneur , Financial Advisor Magazine , Medium , ThinkAdvisor , and Advisor Perspectives. In this blog post , we share some of Dr. Cherry’s thoughts on the art of storytelling for financial advisors.
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Sara Grillo
AUGUST 14, 2023
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. In 2008, Kelly began working directly with clients as a financial planner.
Indigo Marketing Agency
JANUARY 24, 2024
He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal , Business Insider , Entrepreneur , Financial Advisor Magazine , Medium , ThinkAdvisor , and Advisor Perspectives. In this blog post , we share some of Dr. Cherry’s thoughts on the art of storytelling for financial advisors.
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