Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

Indigo Marketing Agency

DECEMBER 19, 2022

He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. Dana Wilson is the founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Taylor Schulte . Dana Wilson .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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. Educational content Educational content could include market insights, financial planning tips, retirement strategies, and timely industry news.

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. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? SETHI: Yes. I love that.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 7, 2024

And so they have done that and they’re a B2B company right now. And she did a plan for me personally and answered the questions, can I retire? It is a, a very strong platform for advisors, RAs, and, you know, a lot of them are using it at domain money. We use it because most people don’t have trusts set up properly.

Startup 147

Startup Advertising Engineering Numbers 147