The Latest In Financial #AdvisorTech (February 2023)
Nerd's Eye View
FEBRUARY 6, 2023
For which Elements has positioned itself as an early leader that is now gaining momentum.
Nerd's Eye View
FEBRUARY 6, 2023
For which Elements has positioned itself as an early leader that is now gaining momentum.
The Big Picture
MAY 7, 2024
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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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%. With over 15 years of experience in the financial services industry, she has received multiple awards for her work in diversity, equity, and inclusion.
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. 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.
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