Remove B2B Remove Financial Advice Remove Numbers
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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

For which Elements has positioned itself as an early leader that is now gaining momentum.

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Transcript: Joanne Bradford

The Big Picture

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. And so they have done that and they’re a B2B company right now. And so that’s, that’s number one. I’m not gonna do it.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

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%. With over 15 years of experience in the financial services industry, she has received multiple awards for her work in diversity, equity, and inclusion.

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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. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about.