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!

B2B 246

B2B Financial Advice Clients Planning 246

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Media 40

Media Financial Advisor Education Compliance 40

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?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130