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2023

Financial Advice

Wealth Advisor

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Adviser links: additional designations

Abnormal Returns

JANUARY 16, 2023

standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. riabiz.com) Why the business of financial advice is never going out of style.

Financial Advising

Financial Advising Wealth Advisor Tax Planning Financial Advice

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Market Drama

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 0.1% The two-year treasury yield was essentially flat for the week.

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Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Trending Sources

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Market Drama

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3% higher than expected.

Marketing Marketing Financial Advisor Wealth Advisor

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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Market Drama

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.

Marketing Marketing Financial Advisor Wealth Advisor

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

Financial Advisor

Financial Advisor CFP Financial Services Education

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Market Drama

Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 3.6%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For the quarter it was down 3%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 11, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 1.3%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

APRIL 3, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 3.5%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

MARCH 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 1.4%. Nasdaq was up 1.7%. UBS acquired Credit Suisse.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

FEBRUARY 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. Stock Market: The S&P 500 fell 0.28%. Dow Jones was also down.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 0.4%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

AUGUST 28, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

AUGUST 22, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 2.1%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

AUGUST 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 0.3%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

AUGUST 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was down and so was Nasdaq. government credit rating.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JULY 10, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P was down over 1% for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JUNE 12, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 12, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P was up 0.4% for the week. It is now up 12% for the year.

Marketing Marketing Financial Advisor Education

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Market Drama

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1.8% for the week.

Marketing Marketing Financial Advisor Tax Planning

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Market Drama

Zoe Financial

APRIL 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Find An Advisor Recent Blogs Market Drama April 17, 2023 Retiring Abroad? We believe financial advice should come from unbiased and certified professionals.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

MARCH 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Find An Advisor Recent Blogs Market Drama March 6, 2023 Does Awards Season Impact Entertainment Space Earnings? Stock Market: S&P 500 was up 1.6% for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

FEBRUARY 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 1.6% Currently it is up 9% for the year. Cyclical stocks are up to 14% YTD.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 2.5%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 2.5%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JULY 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 17, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 2.4% for the week. It’s up 17% year-to-date.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JUNE 26, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P was down 1.7% for the week. Nasdaq was down even more, 1.4%

Marketing Marketing Financial Advisor Education

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Market Drama

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1.6% for the week.

Marketing Marketing Financial Advisor Tax Planning

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Market Drama

Zoe Financial

MAY 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Low volatility.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

MARCH 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 21, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! February 24, 2023 Market Drama March 20, 2023 Two Raffle Winners, Two Money Outcomes March 8, 2023 Market Drama March 6, 2023 Does Awards Season Impact Entertainment Space Earnings?

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JANUARY 30, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 30, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 2.2% Currently it is up 6.4% for the year.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JANUARY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JANUARY 9, 2023

January 10, 2023 . January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. January 12, 2023. January 9, 2023. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. January 4, 2023. January 16, 2023. January 12, 2023.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JANUARY 16, 2023

January 16, 2023 . January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. January 12, 2023. January 9, 2023. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. January 4, 2023. January 16, 2023. January 12, 2023.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

FEBRUARY 13, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 13, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! growth in the first quarter of 2023, and -3.1% We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 1%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JULY 24, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 24, 2023 Watch Time: 4 minutes Play Video Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 0.7% for the week.

Marketing Marketing Financial Advisor Retail

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Market Drama

Zoe Financial

DECEMBER 16, 2022

January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. January 12, 2023. January 9, 2023. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. January 4, 2023. January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing Marketing Financial Advisor Retail

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Market Drama

Zoe Financial

NOVEMBER 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 20, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 2.2% for the week. Nasdaq was up 2.4%

Marketing Marketing Wealth Management Financial Advisor

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Market Drama

Zoe Financial

NOVEMBER 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 6, 2023 Watch Time: 2.5 Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. minutes Welcome to this week’s Market Drama! Nasdaq was up 6.6%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JULY 31, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 31, 2023 Watch Time: 4 minutes Play Video Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1% for the week. It’s up 19.3%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JUNE 19, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 20, 2023 Watch Time: 5 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P was up 2.6% for the week, that makes it, 14.8% year-to-date.

Marketing Marketing Financial Advisor Education

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Market Drama

Zoe Financial

NOVEMBER 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 27, 2023 Watch Time: 1 minute Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1% for the week. Nasdaq was up 0.9% for the week.

Marketing Marketing Wealth Management Financial Advisor

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Market Drama

Zoe Financial

OCTOBER 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was down 0.2%. Nasdaq was down 3%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

OCTOBER 16, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 16, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 0.4%. Nasdaq was down 0.2%.

Marketing Marketing Financial Advisor Wealth Advisor