Nerd's Eye View
FEBRUARY 6, 2023
This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)
Steve Sanduski
JULY 20, 2022
What makes your firm and your approach to financial planning special? The key psychological barrier that both B2B and B2C sites have to account for. The Perfect B2B Website Service Page: 13-Point Checklist by Andy Crestodina. Any phrase that could apply to any advisory firm should be scrubbed from your site.
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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%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.
Harness Wealth
DECEMBER 14, 2022
As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.
Trade Brains
APRIL 11, 2023
Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
Indigo Marketing Agency
APRIL 4, 2024
For example, LinkedIn may be ideal for B2B networking and thought leadership, while Instagram may be better suited for visual storytelling and brand building. Four Types of Social Media Content for Financial Advisors Now that you’ve identified the right platform, the key to success lies in creating engaging and relevant social media content.
The Big Picture
MAY 7, 2024
And so they have done that and they’re a B2B company right now. You know, you put it off every day and you shouldn’t, nobody here that listens to this show should not have a financial plan even if they did it themselves. We use it because most people don’t have trusts set up properly.
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