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. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Bill Cates.

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Abnormal Returns

JANUARY 16, 2023

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. thinkadvisor.com) What you need to know about inherited IRAs in 2023. financial-planning.com). (citywire.com) A CPA shortage is looming.

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Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. We believe financial advice should come from unbiased and certified professionals.

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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%

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Zoe Financial

NOVEMBER 13, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 13, 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 close to 6%, 15% for the year. Nasdaq was up 2.5%

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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.

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Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Advice only planner one page tearsheet. We provide wealth management services for a fixed monthly fee that is made clear to you at all times.

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Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? Was this helpful?

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Zoe Financial

NOVEMBER 22, 2023

When it comes to wealth management, the basic logic is to prioritize spending money on the things you value the most. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. The information provided here is not investment, tax or financial advice.

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Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Our scheduled meetups are here: January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023. Disclosures.

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Zoe Financial

NOVEMBER 9, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. We believe financial advice should come from unbiased and certified professionals.

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Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent wealth management practice for the benefit of clients. January 11 th , 2023.

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The Big Picture

MAY 16, 2023

Having a unique data set, we’re jumping around here, but having a unique data set in 2023, like StockTwit does quadruples our value because people are doing things you can’t use to get to apply our mod — your LLM or your model to real time financial people that talk about stocks all day long. RITHOLTZ: Right.

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