Financial Guidance Financial Planner Media 
Indigo Marketing Agency
MARCH 5, 2025
Social Media & LinkedIn Outreach Platforms like Meta (Facebook & Instagram) and LinkedIn allow you to target potential attendees based on interests, job titles, and demographics. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.
Sara Grillo
MARCH 22, 2024
Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!
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Midstream Marketing
AUGUST 14, 2024
Understand why social media marketing is important on sites like Facebook and Instagram. Introduction For a financial advisor, getting new clients is very important for business growth. Share helpful information about financial advisor services. They might need financial guidance. Talk to your connections.
Sara Grillo
MAY 16, 2022
Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. This “advice only” financial advisor approach is an economical option for people who can do the implementation work on their own. 89 per month.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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