B2B, Ethics and Financial Advice - Financial Advisor Source

41 Top Influencers for Financial Advisors in 2023

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%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

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Financial Advisor CFP Financial Services Education

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. RITHOLTZ: That’s more counseling than it is financial advice.

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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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