Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond!

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients 163

Clients Investing Investments Management 163

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. He has never stated which funds he uses (as far as I can tell), suggesting his fans use one of his recommended financial advisors, who pay him for the privilege. Could It Be True? Now and forever.

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96