Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

OCTOBER 16, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Zoe Financial

OCTOBER 9, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Marketing Marketing Financial Advisor Economics 52

Sara Grillo

OCTOBER 7, 2024

They love being able to talk to their clients about the fee they are being charged in dollars and cents. “When someone asks you ‘What are you paying your advisor,’ we don’t want you to answer like everyone else and go, ‘I don’t know. .” They now have 600 clients. They have grown.

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Clients Financial Advisor Consulting Management 59

Zoe Financial

NOVEMBER 21, 2023

Just a couple of years ago, everyone said, “Wealthfront’s dead, robo advisors were stupid, it’s an awful idea.” ” Well, it turns out that if you let these things compound for a while, now they have hundreds of thousands of clients.

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Sara Grillo

AUGUST 14, 2023

I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Commissions are opaque.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

JUNE 2, 2022

First, let’s why the whole concept of a financial advisor rankings is bogus in the first place – or at least one composed in the fashion as the Barron’s list. Different advisors are great for different clients. There was an indexing system envisioned by Brent Weiss of Facet Wealth, described in this article by Bob Veres.

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Financial Advisor Clients Ethics Numbers 69

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. In more than one instance, we flagged shares for a clients. By now you know we don’t provide legal or tax advice, but we do help clients build a team of tax/legal specialists to tackle issues around company stock.

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Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Carson Wealth

MARCH 19, 2024

For many clients, it is one of the largest fixed-line items of their life whether it is property tax, income tax on interest or RMD’s or capital gains on dividends. In a perfect world, I am able to start constructing a client’s cash flow for several years prior to their actually needing it.

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Tax Planning Taxes Planning Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

The reason is that they rely on client referrals for growth, which is excellent. I mean, clients like them. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

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Wealth Management Management Financial Advisor Taxes 40

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. What exactly does it do, and what sort of clients and customers are you working with? And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. It’s got such a sense of purpose.

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Financial Advisor Clients Taxes Investing 286

WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

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Zoe Financial

NOVEMBER 9, 2023

As always, when it comes to these proposals, the devil’s in the details, but it’s a good start for the government to try to take a stab at attacking some of this junk fee, especially when it comes to annuities that insurance brokers try to sell to clients in their RIA accounts. versus what’s out in the market at 5%.

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Wealth Management Management Financial Advisor Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Salaske: What is an investment advisor? Option rate securities were… 0:14:54.9 So it’s very difficult to do that.

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CFP Financial Advisor Financial Planner Ethics 59