Nerd's Eye View

APRIL 15, 2025

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

What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Steve Sanduski

OCTOBER 1, 2024

We’ll do a short-form class in a form of a workshop, we do a ton of webinars, and then we build a lot of content in regards to white papers, blogs, and so on. That was the beginning of Pure Financial Advisors.” I will handle the marketing and business development. You handle the financial planning.”

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59