why-financial-advisors-must-embrace-technology-now 
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Why the decline? Nonprofits may look to build upon past successes, embrace new trends, and either lean-in or completely distance themselves from the fraught political landscape.
Indigo Marketing Agency
JULY 1, 2020
Well, the financial services industry has experienced a lot of change these past six months. And how can advisors use them to their advantage? At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. The answer lies in embracing a specialty.
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Sara Grillo
AUGUST 14, 2023
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.
The Big Picture
JANUARY 30, 2024
They’re now over $40 billion. I think they’re the largest independent digital advisor that’s out there. I was just at a college and I loved the media business, you know, thinking about how did, why did I land at Disney as my first job? What was the career plan? There you 00:08:06 [Speaker Changed] Huh?
The Big Picture
MAY 7, 2024
Joanne Bradford has had a fascinating career in technology, marketing and finance. And I went to Seattle and called on a little company called Microsoft and learned everything I could about technology. And why I did that was because I felt like if you’re a Bay Area native and you use SFGate, it is not a great product.
The Big Picture
MAY 30, 2023
He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. You must vow never to be poor again. RITHOLTZ: Right.
WiserAdvisor
NOVEMBER 6, 2023
It represents years of disciplined saving and prudent financial management. However, it is imperative to recognize that you have only taken the first step toward achieving financial security. This ensures financial security not only in the present but also as you age. Each goal necessitates a distinct strategy.
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