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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 246
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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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Transcript: Ramit Sethi

The Big Picture

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. RITHOLTZ: That’s more counseling than it is financial advice.