Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 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!
Nerd's Eye View
FEBRUARY 6, 2023
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!
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Indigo Marketing Agency
DECEMBER 19, 2022
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.
Indigo Marketing Agency
APRIL 4, 2024
In this comprehensive guide, we walk you through everything you need to know about using social media effectively as a financial advisor. For example, LinkedIn may be ideal for B2B networking and thought leadership, while Instagram may be better suited for visual storytelling and brand building.
Steve Sanduski
APRIL 2, 2024
” Examples of TIFIN’s fintech platforms for both consumer and B2B and how the firm is using AI to fulfill its mission: “Better advice for more people.” ” Applying AI’s powers of personalization in different financial service contexts. .” Reducing friction for integrating AI.
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. 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: There was no big exit, you didn’t ring the bell and say?
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