Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He was named a Top Most Influential Financial Advisor by Investopedia four years in a row and sits on the CNBC Advisor Council. . Lawrence Sprung .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 7, 2024

And so they have done that and they’re a B2B company right now. Like literally went through my budget, my spending, my potential spending and my investments. They, well, they love a, you know, TikTok, you know, budget tool. Moms would ping her every day about financial advice. 00:29:28 [Speaker Changed] Yeah.

Startup 144

Startup Advertising Engineering Numbers 144