Nerd's Eye View

APRIL 15, 2025

dollars) in assets under management for 2,400 client households. dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career. million U.S.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Nerd's Eye View

JANUARY 10, 2023

Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Steve Sanduski

OCTOBER 1, 2024

Joe founded the firm in 2007 and it has grown to over $7 billion in assets under management and more than 6,000 clients. In a Nutshell: Building a corporate marketing machine that delivers a consistent stream of high-quality prospects and new clients is pretty much every advisor’s dream. So that’s our educational vertical.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. This level of customization helps you stand out and convert more leads.

Financial Services 52

Financial Services Marketing Marketing Media 52

The Big Picture

FEBRUARY 4, 2025

Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today.

Economy 258

Economy Banking Economics Taxes 258