Financial Advising Financial Market Risk Management 
Indigo Marketing Agency
JANUARY 24, 2024
He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” For advisors navigating the vibrant world of financial marketing, she’s your go-to source. That’s a Wrap on Our Top Influencers!
Sara Grillo
APRIL 10, 2023
It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.
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Indigo Marketing Agency
JANUARY 24, 2024
He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” For advisors navigating the vibrant world of financial marketing, she’s your go-to source. That’s A Wrap On Our Top Influencers!
Indigo Marketing Agency
JANUARY 25, 2025
Aaron Klein Reason to Follow: Visionary in financial risk management software Aaron Klein, co-founder of Nitrogen , is a visionary in risk management software. His Risk Number system revolutionizes how advisors assess and manage risk, making him a key thought leader in advisor technology.
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