CFP Media Wealth Advisor 
Nerd's Eye View
JANUARY 10, 2023
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! 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.
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. She was also named a Top 10 Financial Advisor by Investopedia.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Indigo Marketing Agency
MARCH 6, 2023
To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency. Contact us today and let’s get started!
Indigo Marketing Agency
APRIL 28, 2023
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Darrow Wealth Management
OCTOBER 21, 2024
Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation.
Steve Sanduski
AUGUST 31, 2022
Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. My Key Takeaways: Determine where (or if) a financial advisor podcast fits in your business. The advantages a financial advisor podcast has over other marketing media.
Tobias Financial
DECEMBER 22, 2023
During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
Expert insights. Personalized for you.
130 
Let's personalize your content