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

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. With an agency like Indigo, there’s no contract and you have choices.

Financial Services 52

Financial Services Marketing Marketing Media 52

Steve Sanduski

OCTOBER 1, 2024

Taking on outside capital to shore up succession planning. 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. I will handle the marketing and business development. You handle the financial planning.”

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. It was not our plan. 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