B2B Financial Planning Financial Services 
Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
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.
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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.
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 when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. And so they have done that and they’re a B2B company right now.
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