2023 Financial Advisor Wealth Advisor 
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below.
MarketWatch
APRIL 6, 2023
Morgan Stanley MS has hired First Republic Bank FRC wealth advisor Steven Levine in another departure from the troubled bank, Barron’s reported late Wednesday. The publication reported that Levine was ranked in the Barron’s Top 1,200 Financial Advisors for 2023, with a four-person team that managed $2.3
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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. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) What you need to know about inherited IRAs in 2023.
WiserAdvisor
AUGUST 31, 2023
Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.
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! Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.
Carson Wealth
APRIL 17, 2023
Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It
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). Ready to Grow Your Wealth? The S&P 500 was up 1.9
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