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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Follow him on Twitter or check out his website, Wealth Data , for more information. If you’re a financial advisor for women, Bola Sokunbi is an excellent person to follow in our industry.

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Certified Trust and Financial Officer (CTFA).

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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. In 2008, Kelly began working directly with clients as a financial planner.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Doug Twiddy has spent 15-years assisting financial planners and wealth advisors with guidance on proper planning strategies for their clients. Doug Twiddy.

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Transcript: Tom Rampulla

The Big Picture

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. They have a risk management technology. RAMPULLA: Yeah.

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