B2B, Budgeting and Ethics - Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

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DECEMBER 19, 2022

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She was also named a Top 10 Financial Advisor by Investopedia. Learn more about Marguerita on LinkedIn. Peter Lazaroff. billion in client assets. Lawrence Sprung .

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Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. We’re going to get a budget. Everybody hates the word budget.

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Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

Transcript: Ramit Sethi

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