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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

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 his Twitter feed here.

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Your Guide to Green Investing

Fortune Financial

The only way to evaluate a fund’s true sustainability is to examine its assets and prospectus. With the global government’s push for a net-zero emissions goal by 2050, hydrogen production is becoming more popular — and green hydrogen will be essential to meeting this goal. Growing Investment Opportunities. Important Note.

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Scared of Running Out of Money in Retirement? Here’s How to Avoid It

Carson Wealth

There are currently about 722,000 centenarians in the world, and it’s predicted that by 2050 that number will rise to 4 million. 2 That’s why it’s vitally important to consider longevity risk when you’re planning for your financial needs in retirement. As you get closer to retirement your asset allocation should change.

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Recency Bias!!!

Walkner Condon Financial Advisors

Recency bias basks in that part of the mind that is so confident in the obvious trend that we literally start to believe that we are betting like Biff with the Gray’s Sports Almanac (I guess the newer 2000-2050 edition) curled up in our back pocket! Large Cap was the next asset class under these foreign blue chips.

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How to CRACK the secret costs in an insurance illustration

Sara Grillo

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. And , you have to do the math by hand. Thanks for reading.